Details
May 13, 2025
7:45AM - 9:15AM EST
FPA Central Ohio Presents: Future-Proof your Practice: Resilience
Fawcett Center, Ohio State University
Tuesday, May 13, 2025
7:45AM - 9:15AM
presented by
Max McQuiston, Capital Group
About the Speaker: 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.
REGISTER HERE
Date/Time: Tuesday, May 13, 2025, 7:45-9:15am
7:45am - Registration and Breakfast
8:00am - Announcements and Program
Location: The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Free parking is available on the paved lot outside of the Fawcett center and a parking pass is required.
Parking passes are now digital! Detailed parking instructions will be sent via email to registered guests in the days leading up to the event.
Continuing Education:
FPA COH will apply for one hour of CFP credit and one hour of Ohio Insurance CE. Please arrive on time to ensure that you can sign in for CE credits.
Event Cost:
FPA Members - $35
Student Members - No charge
Season Pass Holders - No charge
Non-Members/Guests* - $55
Student Non-Members** - $30
Guest and Student Cost Notes:
*First Time Guests - No charge (one-time registration only). If you have previously registered for an FPA Central Ohio meeting, the non-member fee of $55 will apply.
**Student Non-Members - Students may attend up to 2 programs at no charge. After that, the cost is $30 per meeting. If this is your first or second visit, please contact admin@fpacentralohio.org to complete your complimentary registration, and your charge will be removed. Payments are non-refundable. A valid student ID is required at check-in.
Registration and Cancellation
Please register by 12:00 PM on May 12, as availability cannot be guaranteed after this deadline. Cancellations will be accepted until 12:00 PM on May 12; after that, no refunds or credits will be issued.
