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 Palladium

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 & ExhibitsARM

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

 

Symposium Sponsor:

Calamos Investments

 

Lunch Sponsor

Palladium

 

 

 

 

 

Break Sponsor 

ARY

 

 

 

 

 

Attendees

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2021-05-11 11:30:00 2021-05-11 17:30:00 America/Detroit 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