Details
May 11, 2021
11:30AM - 5:30PM
FPA Central Ohio presents MIni-Symposium
Marriott Columbus University Area, 3100 Olentangy River Rd, Columbus, OH 4320
See you tomorrow!
FPA of Central Ohio’s
2021 Mini-Symposium
Tuesday, May 11, 11:30am - 5:30pm
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
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Snack Break & Exhibits
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2:30pm – 3:30pm
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Session 3 - Medicare 101 - Kerry Quick
CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Applied
|
3:30pm – 4:30pm
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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
|
Symposium Sponsor:
Lunch Sponsor
Break Sponsor
Attendees
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05/11/2021 11:30 AM
05/11/2021 05:30 PM
false
FPA Central Ohio presents MIni-Symposium
See you tomorrow!
FPA of Central Ohio’s2021 Mini-Symposium
Tuesday, May 11, 11:30am - 5:30pm
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 GrantedOhio 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 GrantedOhio 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 GrantedOhio 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 & GrahamGregory William, Esq., The Law Office of Gregory L. WilliamsModerator: Mark Beaver, CFP®, AIF®, Keeler & Nadler
Updating Your Estate Plan - Secure Act Strategies Slides
CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Applied
4:30pm – 5:30pm
Happy Hour Reception
Symposium Sponsor:
Lunch Sponsor
Break Sponsor
Attendees
Marriott Columbus University Area, 3100 Olentangy River Rd, Columbus, OH 4320