11:30am – 12:00pm

Registration & Exhibits

12:05pm – 12:15pm

Welcome and Lunch Sponsor Message 

12:15pm – 1:15pm

Lunch Presentation - Life Settlement: Hiding Assets in Plain Sight - Rich Connolly, JD

Life Settlement Hiding Assets In Plain Sight Slides

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Approved

1:15pm – 2:15pm

Session 2 - Hot Topics in Student Loan Advising - Heather Jarvis, Student Loan Expert

FPA Central Ohio Student Loan Handouts

Hot Topics In Student Loan Advising FPA Central Ohio 2021 Slides

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Approved

2:15pm – 2:30pm

Snack Break & Exhibits

2:30pm – 3:30pm

Session 3 - Medicare 101 - Kerry Quick

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Applied

3:30pm – 4:30pm

Session 4 - Updating your estate plan - SECURE Act strategies

Panelists:
Logan Philipps, Esq., Resch, Root, Philipps & Graham
Gregory William, Esq., The Law Office of Gregory L. Williams
Moderator:  Mark Beaver, CFP®, AIF®, Keeler & Nadler

Updating Your Estate Plan - Secure Act Strategies Slides

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Applied

4:30pm – 5:30pm

Happy Hour Reception