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!

FPA of Central Ohio’s 2020 Virtual Symposium Recording

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

Build Asset Management

Nationwide logo 2015

 

Revolution Logo Vertical Color


Lunch Sponsors

 

Calamos Investments

 

Palladium


Break Sponsors

ARM

Rebel Large Decal W Tagline 2018


 

Happy Hour Sponsor

Symetra Financial

Virtual Sponsor

Park National Bank

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! FPA of Central Ohio’s 2020 Virtual Symposium Recording 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