Details
May 13, 2025
7:45AM - 9:15AM EST
FPA Central Ohio Presents: Future-Proof your Practice: Resilience
Fawcett Center
Tuesday, May 13, 2025 at 7:45AM
presented by
Max McQuiston, Capital Group
Max McQuiston is an advisor practice management consultant at Capital Group. He coaches and provides practice management consulting insights to top financial professionals, helping advisors meet both their goals and those of their clients. He has 30 years of investment industry experience and joined Capital Group in 2014. Earlier in his career at Capital, he was a wealth management consultant covering Utah and Southern Nevada. Prior to joining Capital, he worked as a senior vice president at Fidelity Investments. Before that, he was an advisor at Raymond James and a wholesaler at Hartford. He holds an MBA from Brigham Young University and a bachelor’s degree in economics from Weber State University. He also holds the Certified Investment Management Analyst®, Certified Financial Planner™ and Retirement Management Advisor® designations. Max is based in Kaysville, Utah.
Tuesday, January 14, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Parking Pass will be emailed to all registrants the day prior to the meeting.
FPA Members - $30
Student Members - No charge!
Season Pass Holders - No charge!
Non-members/Guests* - $50
Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
CFP and ODI CE are currently pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on May 12, we cannot guarantee availability after that date. Cancellations accepted up until NOON on December 2, after that no refunds or credits will be given.
