Details
 

October 17, 2017
11:45AM-6:00PM

FPA Central Ohio Mini-Symposium 2017

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

Deadline to register is October 11th!

This intensive half-day event will cover key planning issues and provide the information and tools you need to engage and prosper in the fast changing world of financial planning. Our outstanding speakers will share their wisdom, experience and research on current issues that are relevant to the lives of your clients.

Join your peers, earn continuing education credits*, and network with the best professionals in town!  Agenda and additional details below:

*Up to 3 CEs. We are applying for both CFP & Ohio Insurance credits for three sessions. As they are approved, they will be indicated as such online and in the registration description.

11:45am – 12:15pm

Registration

12:05pm – 12:15pm

Welcome and Lunch Sponsor Message

12:15pm – 1:00pm

Lunch Presentation - Cyber Security - Chris Duncan- Symantec  

1:00pm – 1:15pm

Networking and Break

1:15pm – 2:15pm

Applying for CE Session 1- Tax Reform – Jane Pfeifer, CPAand Matt McKinnon, CPA, MT - Clark Schaefer Hackett

2:15pm – 3:15pm

Applying for CE Session 2 - Wealth Transfer/Estate Planning - John Schuman, JD, CFP® - Budros, Ruhlin & Roe

3:15pm – 3:45pm

Networking and Break w/ Refreshments

3:45pm – 4:45pm

Applying for CE Session 3- Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine 

4:45pm – 6:00pm

Happy Hour Reception and Raffles

 

FPA Members** - $50
Nonmembers/Guests - $75

**If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you.

Click Here to Register Today!

Sponsorships include a certain number of registrants, so be sure to purchase your sponsorship before registering to receive the comp code!

FPA Central Ohio Mini-Symposium 2017 Sponsorship Flyer

Click Here to Purchase a Sponsorship!

4th Quarter Parking Pass 2017

 *The deadline to register is October 11th!  Space is Limited to the first 110 registrants! After that date, we cannot guarantee availability.

Thank you to our Sponsors

 

Lunch Sponsor:

RIA in A Box

 Refreshment Break Sponsor:

Diamond Hill

 

Mini-Symposium Sponsors/Exhibitors

Ohio Tuition Trust Authority

 

See Who's Coming 


2017-10-17 11:45:00 2017-10-17 18:00:00 America/Detroit FPA Central Ohio Mini-Symposium 2017 Deadline to register is October 11th! This intensive half-day event will cover key planning issues and provide the information and tools you need to engage and prosper in the fast changing world of financial planning. Our outstanding speakers will share their wisdom, experience and research on current issues that are relevant to the lives of your clients. Join your peers, earn continuing education credits*, and network with the best professionals in town!  Agenda and additional details below: *Up to 3 CEs. We are applying for both CFP & Ohio Insurance credits for three sessions. As they are approved, they will be indicated as such online and in the registration description. 11:45am – 12:15pm Registration 12:05pm – 12:15pm Welcome and Lunch Sponsor Message 12:15pm – 1:00pm Lunch Presentation - Cyber Security - Chris Duncan- Symantec   1:00pm – 1:15pm Networking and Break 1:15pm – 2:15pm Applying for CE Session 1- Tax Reform – Jane Pfeifer, CPAand Matt McKinnon, CPA, MT - Clark Schaefer Hackett 2:15pm – 3:15pm Applying for CE Session 2 - Wealth Transfer/Estate Planning - John Schuman, JD, CFP® - Budros, Ruhlin & Roe 3:15pm – 3:45pm Networking and Break w/ Refreshments 3:45pm – 4:45pm Applying for CE Session 3- Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine  4:45pm – 6:00pm Happy Hour Reception and Raffles   FPA Members** - $50Nonmembers/Guests - $75 **If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you. Click Here to Register Today! Sponsorships include a certain number of registrants, so be sure to purchase your sponsorship before registering to receive the comp code! FPA Central Ohio Mini-Symposium 2017 Sponsorship Flyer Click Here to Purchase a Sponsorship! 4th Quarter Parking Pass 2017  *The deadline to register is October 11th!  Space is Limited to the first 110 registrants! After that date, we cannot guarantee availability. Thank you to our Sponsors   Lunch Sponsor:  Refreshment Break Sponsor:   Mini-Symposium Sponsors/Exhibitors   See Who's Coming  Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210 FPA of Central Ohio