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

 

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

Presentation Materials

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

1:15pm – 1:30pm

Networking and Break

1:30pm – 2:30pm

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

Presentation Materials-Handouts - Heywood

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

2:30pm – 3:30pm

Medicare Fundamentals – Kerry Quick – Seniority Benefit Group
Please contact speaker regarding presentation materials.

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

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

Presentation Materials

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

5:00pm – 6:00pm

Happy Hour Reception and Raffles

 

Attendees

Thank you to our Sponsors:

 

Mini-Symposium Sponsors/Exhibitors

Charles Schwab

Diamond HillDpl Logo JpgTcwTd Ameritrade

Vanguard Logo 2018

 

Afternoon Break Sponsors:

ARY

 

William Blair Logo

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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   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 Presentation Materials CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved 1:15pm – 1:30pm Networking and Break 1:30pm – 2:30pm Social Security Claiming Strategies – Dennis Heywood – Social Security Solutions, LLC Presentation Materials-Handouts - Heywood CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved 2:30pm – 3:30pm Medicare Fundamentals – Kerry Quick – Seniority Benefit GroupPlease contact speaker regarding presentation materials. CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved 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 Presentation Materials CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved 5:00pm – 6:00pm Happy Hour Reception and Raffles   Attendees Thank you to our Sponsors:   Mini-Symposium Sponsors/Exhibitors   Afternoon Break Sponsors:   Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210