Details
 

October 25, 2018

FPA Central Ohio Symposium

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

FPA of Central Ohio’s 2018 Symposium  

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.

Attendee List

Presentation Links or Link to Contact Presenter:

Ethics Elevating The Profession Attendee Handout - Adria Rosebrock

Life Transition Events Will Dominate Your Business  - Susan Bradley

Life Settlement: What You Need to Know - Rich Connolly

LTC Insurance: Still a viable planning tool - Natalie Murch

Stress Management and Mindset, An Integral Part of Financial Planning - Susan Bradley

Active vs. Passive Investment Funds & Managers - Jeff Wilkins

Federal Reserve Economic Outlook For The United States And Metropolitan Columbus Area – Joel Elvery

Estate Planning For Digital Assets - Jon Murphy

Philanthropic Gifting Under The New Tax Act - Daniel Due

Duties of Individual Trustees - Miranda Morgan & Shelby Anderson

Understanding And Planning For The New 20 Business Income Deduction - Bill Vasil

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

 

Thank you Sponsors!


Symposium Sponsors/Exhibitors:

 Charles SchwabDiamond Hill

Dpl Logo JpgNationwide Advisory Solutions

Breakfast Sponsor:

T Rowe Price Grey Logo Jpeg

 

Alumni Room Sponsor:

FlexShares

Clinton Room Sponsor:

Johnson Institutional Management

 

Reception Sponsor:

State Street

AM Break Sponsor:

ARM

 

PM Break Sponsor:

Vanguard Logo 2018

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2018-10-25 2018-10-25 America/Detroit FPA Central Ohio Symposium FPA of Central Ohio’s 2018 Symposium   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. Attendee List Presentation Links or Link to Contact Presenter: Ethics Elevating The Profession Attendee Handout - Adria Rosebrock Life Transition Events Will Dominate Your Business  - Susan Bradley Life Settlement: What You Need to Know - Rich Connolly LTC Insurance: Still a viable planning tool - Natalie Murch Stress Management and Mindset, An Integral Part of Financial Planning - Susan Bradley Active vs. Passive Investment Funds & Managers - Jeff Wilkins Federal Reserve Economic Outlook For The United States And Metropolitan Columbus Area – Joel Elvery Estate Planning For Digital Assets - Jon Murphy Philanthropic Gifting Under The New Tax Act - Daniel Due Duties of Individual Trustees - Miranda Morgan & Shelby Anderson Understanding And Planning For The New 20 Business Income Deduction - Bill Vasil Four Changes You Can Make When Your Clients’ Lives Are Changing -  Susan Bradley   Thank you Sponsors! Symposium Sponsors/Exhibitors:   Breakfast Sponsor:   Alumni Room Sponsor: Clinton Room Sponsor:   Reception Sponsor: AM Break Sponsor:   PM Break Sponsor: Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210