Details
 

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

FPA Central Ohio Mini-Symposium 2017

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


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:

Presentations:

Cyber Security

President Trump And Tax Reform Are We There Yet

Implementing And Utilizing Estate Planning Strategies

Preventing Elder Financial Abuse

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

President Trump and Tax Reform - Are We There Yet? – Jane Pfeifer, CPA and Matt McKinnon, CPA, MT - Clark Schaefer Hackett

CFP CE - 1 hour has been granted by CFP Board
Ohio Insurance CE - 1 hour has been approved by ODI

2:15pm – 3:15pm

Implementing & Utilizing Estate Planning Strategies in the Real World - John Schuman, JD, CFP® - Budros, Ruhlin & Roe

CFP CE - 1 hour has been granted by CFP Board
Ohio Insurance CE - 1 hour has been approved by ODI

3:15pm – 3:45pm

Networking and Break w/ Refreshments

3:45pm – 4:45pm

Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine 

CFP CE - 1 hour has been granted by CFP Board
Ohio Insurance CE - 1 hour has been approved by ODI

4:45pm – 6:00pm

Happy Hour Reception and Raffles

 

4th Quarter Parking Pass 2017

Thank you to our Sponsors

 

Lunch Sponsor:

RIA in A Box

 Reception Sponsor:

Columbia Threadneedle Investments

Refreshment Break Sponsor:

Diamond Hill

 

Mini-Symposium Sponsors/Exhibitors

Charles Schwab

Ohio Tuition Trust Authority

Union Savings Bank

 

See Who's Coming 


2017-10-17 11:45:00 2017-10-17 18:00:00 America/Detroit FPA Central Ohio Mini-Symposium 2017 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: Presentations: Cyber Security President Trump And Tax Reform Are We There Yet Comparison Of Proposed Tax Reform Implementing And Utilizing Estate Planning Strategies Preventing Elder Financial Abuse 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 President Trump and Tax Reform - Are We There Yet? – Jane Pfeifer, CPA and Matt McKinnon, CPA, MT - Clark Schaefer Hackett CFP CE - 1 hour has been granted by CFP BoardOhio Insurance CE - 1 hour has been approved by ODI 2:15pm – 3:15pm Implementing & Utilizing Estate Planning Strategies in the Real World - John Schuman, JD, CFP® - Budros, Ruhlin & Roe CFP CE - 1 hour has been granted by CFP BoardOhio Insurance CE - 1 hour has been approved by ODI 3:15pm – 3:45pm Networking and Break w/ Refreshments 3:45pm – 4:45pm Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine  CFP CE - 1 hour has been granted by CFP BoardOhio Insurance CE - 1 hour has been approved by ODI 4:45pm – 6:00pm Happy Hour Reception and Raffles   4th Quarter Parking Pass 2017 Thank you to our Sponsors   Lunch Sponsor:  Reception Sponsor: Refreshment Break Sponsor:   Mini-Symposium Sponsors/Exhibitors   See Who's Coming  Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210