December 11, 2018
FPA Central Ohio presents Ways to Utilize Trusts for Family Planning
& Holiday Networking
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
presented by Damon Howarth & David Lundregran
We will review six case studies during the presentation. The purpose of each case study is to look at a particular family, review their unique character and discuss how they used a trust to accomplish a family goal. In certain cases, the family began with a goal in mind but over time changes in life circumstances altered the desired outcome of the trust. We will discuss how trusts can be used to achieve a family’s goal of preserving assets and passing wealth to the next generation at the right time and in the right manner.
Tuesday, December 11, 2018, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
3:45pm - 3:55pm - Registration/CE Sign-in
3:55pm - 4:15pm - FPA Business/Featured Sponsor
4:15pm - 5:15pm - Program (complete attendance for CE credits is required)
5:15pm - 6:00pm - After-program Q &A/Holiday Networking Reception
4th Quarter Parking Pass 2018 (be sure to click on the pass and print to bring to meeting)
Members - $25, Non-members/Guests - $50, Student Non-members - $25
Student Nonmembers may attend up to 2 programs for free, after that the cost is $25.
Student Members - No charge!
Season Pass Holders - No charge!
First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
We have been granted 1 hour of CFP CE by the CFP Board and have applied for 1 hour of Ohio Insurance CE credit. Please arrive prior to 4:15pm to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on December 5, we cannot guarantee availability after that date.Cancellations accepted up until NOON on December 5, after that no refunds or credits will be given.