FPA Central Ohio Symposium 2020

Register now for FPA of Central Ohio’s
2020 Virtual Symposium

Materials:

7:30am – 9:30am	CFP Ethics Adria M. Rosebrock, CFP® CFP CE - 2 hours Granted Ohio Insurance CE - 2 hours Approved
9:10am – 9:30am	Stretch Break
9:30am – 10:30am	Kickoff Presentation - The Central Ohio Economy Bill LaFayette Ph.D. Regionomics CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Approved
10:30am – 10:45am	Stretch Break
10:45am – 11:45am	Tax Planning During Uncertain Times William T. Vasil, CFP®, CPA, MACC CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Approved
11:45am – 12:00pm	Stretch Break - Grab your Lunch on FPA Central Ohio! Amazon E-certificate included with Symposium registration!
12:00pm – 1:15pm	Applying Behavioral Finance in Financial Planning - Michael E. Kitces, CFP®, CLU, ChFC, MSFS, MTAX, RHU, REBC, CASL CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Applied
1:15pm – 1:45pm	Extended Break
1:45pm – 2:15pm	Wellness Presentation Anne Farley, The Ganzhorn Suites
2:15pm – 4:15pm	SECURE Act Planning Michael E. Kitces, CFP®, CLU, ChFC, MSFS, MTAX, RHU, REBC, CASL CFP CE - 2 hours Granted Ohio Insurance CE - 2 hours Applied
4:15pm - 4:30pm	Stretch Break - Grab your Favorite beverage!
4:30pm – 5:15pm	Virtual Happy Hour