Details
 

September 19, 2019

FPA Central Ohio presents Mini-Symposium

Featuring Derek Tharp, Ph.D., CFP®, CLU®

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

 Register now for FPA of Central Ohio’s 
2019 Mini-Symposium  

Thursday, September 19, 11:45am - 6pm

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

Deadline to register is Noon on September 13th!

3rd Quarter Parking Pass 2019

This intensive half-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. Our outstanding speakers will share their wisdom, experience and research on current issues that are relevant to the lives of your clients.

Join your peers, earn continuing education credits*, and network with the best professionals in town!  Agenda and additional details below:

*Up to 4 CEs. We have applied for both CFP & Ohio Insurance credits for all sessions. As they are approved, they will be indicated as such online and in the registration description.

11:45am – 12:15pm

Registration

12:05pm – 12:15pm

Welcome and Lunch Sponsor Message

12:15pm – 1:15pm

Lunch Presentation - How Earnings Growth Throughout the Lifecycle Impacts Savings Strategies – Derek Tharp, Ph.D., CFP®  – Kitces.com

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Applied

1:15pm – 1:30pm

Networking and Break

1:30pm – 2:30pm

Social Security Claiming Strategies – Dennis Heywood – Social Security Solutions, LLC

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Applied

2:30pm – 3:30pm

Medicare Fundamentals – Kerry Quick – Seniority Benefit Group

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Applied

3:30pm – 4:00pm

Networking and Break w/ Refreshments

4:00pm – 5:00pm

How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies –Derek Tharp, Ph.D., CFP® – Kitces.com

CFP CE - 1 hour Granted
Ohio Insurance CE - 1 hour Applied

5:00pm – 6:00pm

Happy Hour Reception and Raffles

 

FPA Members** - $75
Nonmembers/Guests - $115

**If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you.

Click Here to Register Today!

Sponsorships include a certain number of registrants, so be sure to purchase your sponsorship before registering to receive the comp code! Once you purchase a sponsorship, you will be sent a comp code.

Symposium Sponsor

$825 ($50 or $125 credit for current annual partners)*

  • 2 free attendees
  • Exhibit booth table
  • Premier placement of company logo Symposium signage and advertising
  • Electronic list of attendees

Lunch Sponso(1 available)

$1000 ($50 or $125 credit for current annual partners)*

  • 1 free attendee
  • Exhibit booth table
  • 5-minute commercial during meal
  • Company logo on Symposium signage and advertising
  • Electronic list of attendees

Reception Sponsor (1 available)

$1000 ($50 or $125 credit for current annual partners)*

  • 1 free attendee
  • Exhibit booth table
  • 5-minute commercial before reception
  • Company logo on Symposium signage and advertising
  • Electronic list of attendees

Break Sponsor - SOLD

Click Here to Purchase a Sponsorship!

 *The deadline to register is September 13th at noon!  Space is Limited to the first 110 registrants! After that date, we cannot guarantee availability.

Thank you to our Sponsors:

 

Mini-Symposium Sponsors/Exhibitors

Charles Schwab

Td Ameritrade

Afternoon Break

ARY

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2019-09-19 2019-09-19 America/Detroit FPA Central Ohio presents Mini-Symposium  Register now for FPA of Central Ohio’s 2019 Mini-Symposium   Thursday, September 19, 11:45am - 6pm Fawcett Center, 2400 Olentangy River Rd, Columbus, OH 43210 Deadline to register is Noon on September 13th! 3rd Quarter Parking Pass 2019 This intensive half-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. Our outstanding speakers will share their wisdom, experience and research on current issues that are relevant to the lives of your clients. Join your peers, earn continuing education credits*, and network with the best professionals in town!  Agenda and additional details below: *Up to 4 CEs. We have applied for both CFP & Ohio Insurance credits for all sessions. As they are approved, they will be indicated as such online and in the registration description. 11:45am – 12:15pm Registration 12:05pm – 12:15pm Welcome and Lunch Sponsor Message 12:15pm – 1:15pm Lunch Presentation - How Earnings Growth Throughout the Lifecycle Impacts Savings Strategies – Derek Tharp, Ph.D., CFP®  – Kitces.com CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Applied 1:15pm – 1:30pm Networking and Break 1:30pm – 2:30pm Social Security Claiming Strategies – Dennis Heywood – Social Security Solutions, LLC CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Applied 2:30pm – 3:30pm Medicare Fundamentals – Kerry Quick – Seniority Benefit Group CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Applied 3:30pm – 4:00pm Networking and Break w/ Refreshments 4:00pm – 5:00pm How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies –Derek Tharp, Ph.D., CFP® – Kitces.com CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Applied 5:00pm – 6:00pm Happy Hour Reception and Raffles   FPA Members** - $75Nonmembers/Guests - $115 **If you are a member of another chapter, please have your Chapter Executive email  admin@fpacentralohio.org to confirm your membership and you will then be able to see the Member (other chapter) option to Register at the member price. If you do not do this prior to registering, only the Guest option will be available to you. Click Here to Register Today! Sponsorships include a certain number of registrants, so be sure to purchase your sponsorship before registering to receive the comp code! Once you purchase a sponsorship, you will be sent a comp code. Symposium Sponsor $825 ($50 or $125 credit for current annual partners)* 2 free attendees Exhibit booth table Premier placement of company logo Symposium signage and advertising Electronic list of attendees Lunch Sponsor (1 available) $1000 ($50 or $125 credit for current annual partners)* 1 free attendee Exhibit booth table 5-minute commercial during meal Company logo on Symposium signage and advertising Electronic list of attendees Reception Sponsor (1 available) $1000 ($50 or $125 credit for current annual partners)* 1 free attendee Exhibit booth table 5-minute commercial before reception Company logo on Symposium signage and advertising Electronic list of attendees Break Sponsor - SOLD Click Here to Purchase a Sponsorship!  *The deadline to register is September 13th at noon!  Space is Limited to the first 110 registrants! After that date, we cannot guarantee availability. Thank you to our Sponsors:   Mini-Symposium Sponsors/Exhibitors Afternoon Break Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210