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August 13, 2019
7:45-9:30AM

FPA Central Ohio presents Succeeding with Succession for Your Clients & Yourself

presented by Ralph Antolino, Jr., JD, CHFC, CLU

ALUMNI ROOM, Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

Succeeding with Succession for Your Clients & Yourself

presented by

Ralph Antolino, Jr., JD, CHFC, CLU

Financial Consultant/ Tax Attorney Ralph Antolino, Jr. will present an overview/checklist of the key components of a well thought out successioin plan for an independently owned financial advisory business. Ralph orchestrated the succession of his business from his father to himself. He has a documented plan for succession between himself and his two partners. His firm has helped three other firms craft succession plans that mutually benefited clients, owners and future partners. He is joining us today to share with us the key ideas for making these transactions work for you in your business.

The Learning Objective is how to organize, plan and execute the ideal succession plan for an investment advisory business

Tuesday, August 13, 2019The Fawcett Center, 2400 Olentangy River Road - Alumni Room

7:40am - 7:55am - Registration, Breakfast & Networking
7:55am - 8:15am - FPA Business/featured Sponsor
8:15am - 9:15am - Program (complete attendance for CE credits is required)
9:15am - 9:30am - After-program Q &A/Networking

Click Here to Register Today!

3rd Quarter Parking Pass 2019 (be sure to click on the pass and print to bring to meeting)  This pass may be used for meetings at the Fawcett Center for the 3rd Quarter, so you may print it and use it through the Mini Symposium meeting.

Members - $25,
Student Members - No charge!

Season Pass Holders - No charge! (Member's Only. If you did not purchase and pay for a 2019 Season Pass, you will be invoiced the member rate)
Non-members/Guests* - $50
Student Non-members** - $25

*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.

We are not submitting this program for CE credits, as it is not eligible.

Please register by NOON on August 7, we cannot guarantee availability after that date. Cancellations accepted up until NOON on August 7 after that no refunds or credits will be given.

See Who's Attending

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2019-08-13 07:45:00 2019-08-13 09:30:00 America/Detroit FPA Central Ohio presents Succeeding with Succession for Your Clients & Yourself Succeeding with Succession for Your Clients & Yourself presented by Ralph Antolino, Jr., JD, CHFC, CLU Financial Consultant/ Tax Attorney Ralph Antolino, Jr. will present an overview/checklist of the key components of a well thought out successioin plan for an independently owned financial advisory business. Ralph orchestrated the succession of his business from his father to himself. He has a documented plan for succession between himself and his two partners. His firm has helped three other firms craft succession plans that mutually benefited clients, owners and future partners. He is joining us today to share with us the key ideas for making these transactions work for you in your business. The Learning Objective is how to organize, plan and execute the ideal succession plan for an investment advisory business Tuesday, August 13, 2019, The Fawcett Center, 2400 Olentangy River Road - Alumni Room 7:40am - 7:55am - Registration, Breakfast & Networking7:55am - 8:15am - FPA Business/featured Sponsor8:15am - 9:15am - Program (complete attendance for CE credits is required)9:15am - 9:30am - After-program Q &A/Networking Click Here to Register Today! 3rd Quarter Parking Pass 2019 (be sure to click on the pass and print to bring to meeting)  This pass may be used for meetings at the Fawcett Center for the 3rd Quarter, so you may print it and use it through the Mini Symposium meeting. Members - $25,Student Members - No charge!Season Pass Holders - No charge! (Member's Only. If you did not purchase and pay for a 2019 Season Pass, you will be invoiced the member rate)Non-members/Guests* - $50Student Non-members** - $25 *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. We are not submitting this program for CE credits, as it is not eligible. Please register by NOON on August 7, we cannot guarantee availability after that date. Cancellations accepted up until NOON on August 7 after that no refunds or credits will be given. See Who's Attending ALUMNI ROOM, Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210