Details
November 12, 2020
FPA Central Ohio Symposium 2020
Keynote Speaker: Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
via Zoom
Register now for FPA of Central Ohio’s
2020 Virtual Symposium
featuring Michael Kitces, CFP® and other great speakers!
Materials:
www.kitces.com/FPAOH
Tax Planning During Uncertain Times
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
|
Session Sponsors
Lunch Sponsors
Break Sponsors
Happy Hour Sponsor
Virtual Sponsor
See Who's Coming
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11/12/2020
11/12/2020
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FPA Central Ohio Symposium 2020
Register now for FPA of Central Ohio’s 2020 Virtual Symposium
featuring Michael Kitces, CFP® and other great speakers!
Materials:
www.kitces.com/FPAOH
Tax Planning During Uncertain Times
7:30am – 9:30am
CFP EthicsAdria M. Rosebrock, CFP®CFP CE - 2 hours GrantedOhio Insurance CE - 2 hours Approved
9:10am – 9:30am
Stretch Break
9:30am – 10:30am
Kickoff Presentation - The Central Ohio EconomyBill LaFayette Ph.D. RegionomicsCFP CE - 1 hour GrantedOhio 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, MACCCFP CE - 1 hour GrantedOhio 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, CASLCFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Applied
1:15pm – 1:45pm
Extended Break
1:45pm – 2:15pm
Wellness PresentationAnne Farley, The Ganzhorn Suites
2:15pm – 4:15pm
SECURE Act PlanningMichael E. Kitces, CFP®, CLU, ChFC, MSFS, MTAX, RHU, REBC, CASLCFP CE - 2 hours GrantedOhio Insurance CE - 2 hours Applied
4:15pm - 4:30pm
Stretch Break - Grab your Favorite beverage!
4:30pm – 5:15pm
Virtual Happy Hour
Session Sponsors
Lunch Sponsors
Break Sponsors
Happy Hour Sponsor
Virtual Sponsor
See Who's Coming
via Zoom