Details
October 25, 2018
FPA Central Ohio Symposium
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
FPA of Central Ohio’s 2018 Symposium
Susan Bradley, CFP®, CeFT® is a recognized thought leader in Financial Transitions Planning and the founder of the Sudden Money® Institute, which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. Susan will be presenting 2 Keynote presentations and 1 breakout session.
A 3rd Keynote will be presented by a policy economist in the Research Department at the Federal Reserve Bank of Cleveland, Joel A. Elvery.
This intensive one-day event will cover key planning issues and provide the information and tools you need to engage and prosper in the fast changing world of financial planning.
Attendee List
Presentation Links or Link to Contact Presenter:
Ethics Elevating The Profession Attendee Handout - Adria Rosebrock
Life Transition Events Will Dominate Your Business - Susan Bradley
Life Settlement: What You Need to Know - Rich Connolly
LTC Insurance: Still a viable planning tool - Natalie Murch
Stress Management and Mindset, An Integral Part of Financial Planning - Susan Bradley
Active vs. Passive Investment Funds & Managers - Jeff Wilkins
Federal Reserve Economic Outlook For The United States And Metropolitan Columbus Area – Joel Elvery
Estate Planning For Digital Assets - Jon Murphy
Philanthropic Gifting Under The New Tax Act - Daniel Due
Duties of Individual Trustees - Miranda Morgan & Shelby Anderson
Understanding And Planning For The New 20 Business Income Deduction - Bill Vasil
Four Changes You Can Make When Your Clients’ Lives Are Changing - Susan Bradley
Thank you Sponsors!
Symposium Sponsors/Exhibitors:
Breakfast Sponsor:
