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!

Thursday, November 12, 9:30am* to 5:15pm

*Pre-Symposium Ethics begins at 7:30am


FPA Central Ohio Members & Annual Sponsors - $100

FPA Central Ohio Season Pass Holders* - $25

FPA Other Chapter Members** - $100

Nonmembers/Guests - $125

* Special pricing extended to season passholders for this year only due to not being able to deliver all benefits of the season pass during the COVID-19 pandemic.

**If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you.


Deadline to register is November 9!

This 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. Our outstanding speakers will share their wisdom, experience and research on current issues that are relevant to the lives of your clients.

Join your peers, earn continuing education credits*, and network with the best professionals in town!  Agenda and additional details below:

*Up to 7 CEs, with 2 hours of Ethics. We have applied for both CFP & Ohio Insurance credits for all sessions. As they are approved, they will be indicated as such online and in the registration description.

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!
Doordash 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  


FPA Central Ohio Members & Annual Sponsors - $100
FPA Central Ohio Season Pass Holders* - $25
FPA Other Chapter Members** - $100
Nonmembers/Guests - $125

* Special pricing extended to season passholders for this year only due to not being able to deliver all benefits of the season pass during the COVID-19 pandemic.

**If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you.


Click Here to Register and/or Sponsor Today!

Sponsorships include one registrant, so be sure to select Symposium Sponsor, if you are purchasing a sponsorship!

Kickoff Session SponsorNationwide logo 2015

Session Sponsor

Revolution Logo Vertical Color

Lunch Sponsors

Calamos Investments

Palladium

Break Sponsor

ARM

Rebel Large Decal W Tagline 2018

Happy Hour Sponsor

Symetra Financial

Sponsorship Opportunities:

$500 - 3 Session Sponsors ($25 or $75 credit for current annual partners)*

  • 1 free attendee
  • 3-minute spotlight before Session
  • Company logo on Symposium emails and during event

$250 - Break Sponsor - 3 left

  • 1 free attendee
  • Special thanks prior to break
  • Company logo on Symposium emails and during event

$150 - Virtual Sponsor

  • 1 free attendee
  • Company logo on Symposium emails and during event

*Annual Sponsors have been sent discount code

Click Here to Register and/or Sponsor Today!

See Who's Coming

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2020-11-12 2020-11-12 America/Detroit FPA Central Ohio Symposium 2020 Register now for FPA of Central Ohio’s 2020 Virtual Symposium featuring Michael Kitces, CFP® and other great speakers! Thursday, November 12, 9:30am* to 5:15pm *Pre-Symposium Ethics begins at 7:30am FPA Central Ohio Members & Annual Sponsors - $100 FPA Central Ohio Season Pass Holders* - $25 FPA Other Chapter Members** - $100 Nonmembers/Guests - $125 * Special pricing extended to season passholders for this year only due to not being able to deliver all benefits of the season pass during the COVID-19 pandemic. **If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you. Deadline to register is November 9! This 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. Our outstanding speakers will share their wisdom, experience and research on current issues that are relevant to the lives of your clients. Join your peers, earn continuing education credits*, and network with the best professionals in town!  Agenda and additional details below: *Up to 7 CEs, with 2 hours of Ethics. We have applied for both CFP & Ohio Insurance credits for all sessions. As they are approved, they will be indicated as such online and in the registration description. 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 TimesWilliam 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!Doordash 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   FPA Central Ohio Members & Annual Sponsors - $100FPA Central Ohio Season Pass Holders* - $25FPA Other Chapter Members** - $100Nonmembers/Guests - $125 * Special pricing extended to season passholders for this year only due to not being able to deliver all benefits of the season pass during the COVID-19 pandemic. **If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you. Click Here to Register and/or Sponsor Today! Sponsorships include one registrant, so be sure to select Symposium Sponsor, if you are purchasing a sponsorship! Kickoff Session Sponsor Session Sponsor Lunch Sponsors Break Sponsor Happy Hour Sponsor Sponsorship Opportunities: $500 - 3 Session Sponsors ($25 or $75 credit for current annual partners)* 1 free attendee 3-minute spotlight before Session Company logo on Symposium emails and during event $250 - Break Sponsor - 3 left 1 free attendee Special thanks prior to break Company logo on Symposium emails and during event $150 - Virtual Sponsor 1 free attendee Company logo on Symposium emails and during event *Annual Sponsors have been sent discount code Click Here to Register and/or Sponsor Today! See Who's Coming via Zoom