Details
 

October 25, 2018

FPA Central Ohio Symposium

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

FPA of Central Ohio’s 2018 Symposium featuring Susan Bradley! 

Thursday, October 25
Fawcett Center, 2400 Olentangy River Rd., Columbus

Deadline to register is October 17!

Susan Bradley, CFP®, CeFT® is a recognized thought leader in Financial Transitions Planning and the founder of the Sudden Money® Institute, which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions.  Susan will be presenting 2 Keynote presentations and 1 breakout session.

A 3rd Keynote will be presented by a policy economist in the Research Department at the Federal Reserve Bank of Cleveland, Joel A. Elvery.

This intensive one-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.

Your registration fee includes Continental Breakfast, Keynote Lunch, 2 Refreshment Breaks and a Cocktail Hour. There will be plenty of time for networking with exhibitors and peers!

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!  In addition to obtaining critical CE credits, you will receive information on a variety of topics.

Pending approval and full attendance, you may be eligible for up to 9 hrs of CFP and Ohio Insurance CE, including 2 hrs of CFP Ethics. 

*We have applied for both CFP & Ohio Insurance credits for all sessions. As they are accepted by the CFP Board and/or approved by Prometric for Ohio Insurance credits, they will be indicated as such online and in the registration description.

FPA Members** - $150
Nonmembers/Guests - $225
  

**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!

6:45am – 7:00am

Pre-Symposium Ethics Registration – Top of Stairs

7:00am – 8:40am

ETHICS CE: CFP Board’s Revised Code and Standards
Applied through FPA National – 2 CFP Ethics
Approved – 2 OH INS Ethics

8:00am – 8:45am

Registration, Networking, Continental Breakfast and Exhibit Hall

8:50am – 9:00am

Welcome and Opening Remarks

9:00am – 9:50am

General Session I - Life Transition Events Will Dominate Your Business
Susan Bradley
Accepted – 1 CFP
Approved – 1 OH INS

Breakouts

Clinton/Alumni*

Alumni/Clinton*

10:10am – 11:00am

Life Settlement: What You Need to Know

Accepted – 1 CFP
Applied – 1 OH INS

LTC Insurance: Still a viable planning tool

Accepted – 1 CFP
Approved – 1 OH INS

11:20am – 12:10am

Stress Management and Mindset, An Integral Part of Financial Planning

Accepted – 1 CFP
Applied – 1 OH INS

Active vs. Passive Investment Funds & Managers

Accepted – 1 CFP
Applied – 1 OH INS

12:20pm – 1:20pm

Lunch/ General Session II – Economic Outlook for the United States and Ohio – Joel Elvery

Accepted – 1 CFP
Applied – 1 OH INS

 

*Exact Room placement will be determined closer to the event

Breakouts

Clinton/Alumni

Alumni/Clinton

1:40pm – 2:30pm

Estate Planning for Digital Assets

Accepted – 1 CFP
Applied – 1 OH INS

Philanthropic Gifting Under the New Tax Act

Accepted – 1 CFP
Applied – 1 OH INS

2:50pm – 3:40pm

Duties of Individual Trustees

Accepted – 1 CFP
Applied – 1 OH INS

Understanding and Planning for the New 20% Business Income Deduction

Accepted – 1 CFP
Applied – 1 OH INS

4:00pm – 4:50pm

General Session III - Four Changes You Can Make When Your Clients’ Lives Are Changing
Susan Bradley

Accepted – 1 CFP
Approved – 1 OH INS

5:00pm – 5:45pm

Networking Reception & Exhibit Raffle Prize Drawings


Symposium Sponsors/Exhibitors (available)

$1650 ($100 or $250 credit for current sponsors)*

  • 2 free attendees**
  • All-day exhibit booth with table
  • Premier placement of company logo Symposium signage and advertising
  • Electronic list of attendees

Symposium Sponsors/Exhibitors:

 Charles SchwabDiamond Hill

Nationwide Advisory Solutions

Breakfast Sponsor:

T Rowe Price Grey Logo Jpeg

 

Lunch Sponsor (1 available)

$1250 ($100 or $250 credit for current sponsors)*

  • 1 free attendee**
  • 5-minute commercial during meal
  • Company logo on Symposium signage and advertising
  • Electronic list of attendees

Alumni Room Sponso(1 available)

$1500 ($100 or $250 credit for current sponsors)*

  • 1 free attendee**
  • All-day exhibit booth with table in back of room
  • Sponsor to introduce Speakers
  • Company logo on Symposium signage and advertising
  • Electronic list of attendees

Clinton Room Sponsor:

Johnson Institutional Management

Reception Sponsor:

State Street Global Advisors

AM Break Sponsor:

ARM

PM Break Sponsor:

Vanguard logo

*Current platinum annual sponsors will receive a promo code for a $250 credit as a Symposium, Room or Hospitality Sponsor.  Current gold annual sponsors will receive a promo code for a $100 credit as a Symposium or Hospitality Sponsor. **Sponsors are welcome to attend any programs; however, we ask that you register for the breakout sessions you will be attending. Once registration opens, sponsors will be given a comp code to register.

Click Here to Purchase a Symposium Sponsorship!

FPA of Central Ohio
470 Olde Worthington Rd, Ste 200 :: Westerville, OH 43082
Tel: (614) 469-0002
Email: Admin@FPAcentralohio.org
Web: http://www.fpacentralohio.org

 

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2018-10-25 2018-10-25 America/Detroit FPA Central Ohio Symposium FPA of Central Ohio’s 2018 Symposium featuring Susan Bradley!  Thursday, October 25Fawcett Center, 2400 Olentangy River Rd., Columbus Deadline to register is October 17! Susan Bradley, CFP®, CeFT® is a recognized thought leader in Financial Transitions Planning and the founder of the Sudden Money® Institute, which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions.  Susan will be presenting 2 Keynote presentations and 1 breakout session. A 3rd Keynote will be presented by a policy economist in the Research Department at the Federal Reserve Bank of Cleveland, Joel A. Elvery. This intensive one-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. Your registration fee includes Continental Breakfast, Keynote Lunch, 2 Refreshment Breaks and a Cocktail Hour. There will be plenty of time for networking with exhibitors and peers! 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!  In addition to obtaining critical CE credits, you will receive information on a variety of topics. Pending approval and full attendance, you may be eligible for up to 9 hrs of CFP and Ohio Insurance CE, including 2 hrs of CFP Ethics.  *We have applied for both CFP & Ohio Insurance credits for all sessions. As they are accepted by the CFP Board and/or approved by Prometric for Ohio Insurance credits, they will be indicated as such online and in the registration description. FPA Members** - $150Nonmembers/Guests - $225   **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! 6:45am – 7:00am Pre-Symposium Ethics Registration – Top of Stairs 7:00am – 8:40am ETHICS CE: CFP Board’s Revised Code and StandardsApplied through FPA National – 2 CFP EthicsApproved – 2 OH INS Ethics 8:00am – 8:45am Registration, Networking, Continental Breakfast and Exhibit Hall 8:50am – 9:00am Welcome and Opening Remarks 9:00am – 9:50am General Session I - Life Transition Events Will Dominate Your BusinessSusan BradleyAccepted – 1 CFPApproved – 1 OH INS Breakouts Clinton/Alumni* Alumni/Clinton* 10:10am – 11:00am Life Settlement: What You Need to Know Accepted – 1 CFPApplied – 1 OH INS LTC Insurance: Still a viable planning tool Accepted – 1 CFPApproved – 1 OH INS 11:20am – 12:10am Stress Management and Mindset, An Integral Part of Financial Planning Accepted – 1 CFPApplied – 1 OH INS Active vs. Passive Investment Funds & Managers Accepted – 1 CFPApplied – 1 OH INS 12:20pm – 1:20pm Lunch/ General Session II – Economic Outlook for the United States and Ohio – Joel Elvery Accepted – 1 CFPApplied – 1 OH INS   *Exact Room placement will be determined closer to the event Breakouts Clinton/Alumni Alumni/Clinton 1:40pm – 2:30pm Estate Planning for Digital Assets Accepted – 1 CFPApplied – 1 OH INS Philanthropic Gifting Under the New Tax Act Accepted – 1 CFPApplied – 1 OH INS 2:50pm – 3:40pm Duties of Individual Trustees Accepted – 1 CFPApplied – 1 OH INS Understanding and Planning for the New 20% Business Income Deduction Accepted – 1 CFPApplied – 1 OH INS 4:00pm – 4:50pm General Session III - Four Changes You Can Make When Your Clients’ Lives Are ChangingSusan BradleyAccepted – 1 CFPApproved – 1 OH INS 5:00pm – 5:45pm Networking Reception & Exhibit Raffle Prize Drawings Symposium Sponsors/Exhibitors (available) $1650 ($100 or $250 credit for current sponsors)* 2 free attendees** All-day exhibit booth with table Premier placement of company logo Symposium signage and advertising Electronic list of attendees Symposium Sponsors/Exhibitors:   Breakfast Sponsor:   Lunch Sponsor (1 available) $1250 ($100 or $250 credit for current sponsors)* 1 free attendee** 5-minute commercial during meal Company logo on Symposium signage and advertising Electronic list of attendees Alumni Room Sponsor (1 available) $1500 ($100 or $250 credit for current sponsors)* 1 free attendee** All-day exhibit booth with table in back of room Sponsor to introduce Speakers Company logo on Symposium signage and advertising Electronic list of attendees Clinton Room Sponsor: Reception Sponsor: State Street Global Advisors AM Break Sponsor: PM Break Sponsor: *Current platinum annual sponsors will receive a promo code for a $250 credit as a Symposium, Room or Hospitality Sponsor.  Current gold annual sponsors will receive a promo code for a $100 credit as a Symposium or Hospitality Sponsor. **Sponsors are welcome to attend any programs; however, we ask that you register for the breakout sessions you will be attending. Once registration opens, sponsors will be given a comp code to register. Click Here to Purchase a Symposium Sponsorship! FPA of Central Ohio470 Olde Worthington Rd, Ste 200 :: Westerville, OH 43082Tel: (614) 469-0002Email: Admin@FPAcentralohio.orgWeb: http://www.fpacentralohio.org   Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210