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Set realistic financial goals and put them into action with the help of a member of the Financial Planning Association.
Past Events
November 2024
October 2024
October 8, 2024
7:30AM - 8:45AM EST
FPA Central Ohio Presents HSA Planning: Maximizing Tax-Advantaged Savings for Clients' Health Care Expenses
Fawcett Center
August 2024
June 2024
June 4, 2024
8:15AM - 9:15AM EST
FPA Central Ohio Presents Financial Planning for Newly Widowed Clients
Fawcett Center
May 2024
May 6, 2024
8:15AM - 9:15AM EST
FPA Central Ohio Presents Non-Wage Compensation (Stock Options)
Fawcett Center
April 2024
March 2024
February 2024
February 6, 2024
8:15AM - 9:15AM EST
FPA Central Ohio Presents Behavioral Finance: From Academic Research to Client Discussions
Fawcett Center
December 2023
December 12, 2023
4:00PM - 6:00PM
FPA Central Ohio presents Estate Planning and Charitable Giving
and Holiday Networking Reception
Fawcett Center
November 2023
November 14, 2023
8:00AM - 9:15AM
FPA Central Ohio Presents 2023 Tax Update
October 2023
September 2023
September 12, 2023
8:00AM - 9:15AM
FPA Central Ohio presents Healthcare in Retirement
presented by Kerry Quick
Fawcett Center
August 2023
August 8, 2023
8:00AM - 9:15AM
FPA Central Ohio presents Getting Clients to Prepare for Life After Business
Presented by Isaiah Stidham, Featured Platinum Partner Charles Schwab
Fawcett Center
July 2023
July 26, 2023
12:15PM - 5:30PM
Volunteering with the Mid-Ohio Food Collective and Networking Happy Hour at Pinnacle Golf Club
June 2023
June 13, 2023
8:00AM - 9:15AM
FPA Central Ohio presents Including Alternative Assets in Portfolios in 2023
presented by Francis Chu, CFA
Fawcett Center
May 2023
May 9, 2023
8:00AM - 9:15AM
FPA Central Ohio presents Effective Ways to Remain Top-of-Mind with Clients
Presented by Paul Kingsman
Fawcett Center
April 2023
April 18, 2023
8:00AM - 9:15AM
FPA Central Ohio presents Fear No Bear: 3 Habits of Highly Effective Financial Professionals During Down Markets
presented by Scott Passias
Fawcett Center
March 2023
March 20, 2023
8:00AM - 9:00AM
Executive Roundtables: Lessons Learned from Experience
March 14, 2023
11:30AM - 1:00PM
FPA Central Ohio presents Better Pension Design
Presented by Judd Depew, Featured Platinum Partner First Trust Advisors
Fawcett Center
February 2023
February 14, 2023
8:00AM - 9:15AM
FPA Central Ohio presents FAFSA Changes that Will Impact Clients
Presented by Cozy Wittman, featured Platinum Partner Palladium Group
Fawcett Center
January 2023
January 10, 2023
11:30AM - 1:00PM
FPA Central Ohio presents Addressing Investment Headlines & Macro Trends Lunch program
Presented by Kevin Green
Fawcett Center
December 2022
December 6, 2022
4:00PM - 6:00PM
FPA Central Ohio presents How to 5X your growth (hint: it’s not what you think)
and Holiday Networking Reception
Fawcett Center
November 2022
October 2022
October 18, 2022
8:00AM - 9:10AM
FPA Central Ohio presents Tax Planning During Volatile Times
Fawcett Center
September 2022
September 13, 2022
8:00AM - 9:15AM
FPA Central Ohio presents Insurance Evolution in an Advisory Environment
Fawcett Center
August 2022
August 9, 2022
8:00AM - 9:15AM
FPA Central Ohio presents STRS Ohio Update
Featured Platinum Partner - Fingarde
Fawcett Center
June 2022
June 14, 2022
4:30PM - 8:00PM
CFA Society Columbus presents Sustainability in Real Assets Investing
Westin Great Southern Hotel, 310 S. High, Columbus, OH 43215
May 2022
May 10, 2022
8:00AM - 9:15AM
FPA Central Ohio presents From Big Bank to BD to RIA - How to Navigate Challenges
Fawcett Center
April 2022
April 19, 2022
8:00AM - 9:15AM
FPA Central Ohio presents Real Estate: A potential solution to combat rising interest rates, inflation, and anemic yields
Fawcett Center
March 2022
March 8, 2022
11:30AM - 1:00PM
FPA Central Ohio presents Alternative Credit- Understanding the Asset Class
Lunch Meeting
Fawcett Center
February 2022
February 8, 2022
8:00AM - 10:00AM
FPA Central Ohio presents Estate Planning for Non-Traditional Marriages and Relationships
presented by Amanda M. Strausbaugh, Esq
via Zoom
January 2022
January 11, 2022
11:30AM - 1:00PM
FPA Central Ohio presents Technology Compliance vs Cybersecurity – 3 things you can do to improve both
presented by Mark Linton
via Zoom
December 2021
December 14, 2021
3:45PM - 5:45PM
FPA Central Ohio presents Nonqualified Deferred Compensation Plans
Fawcett Center and via Zoom
November 2021
November 9, 2021
7:45AM - 9:15AM
FPA Central Ohio presents Planning for Retirement and the Impact of Divorce
Presented by Amy Kelly, CDFA®, CFP®
Fawcett Center
October 2021
October 12, 2021
7:45AM - 9:15AM
FPA Central Ohio presents LTC Insurance Update
presented by Natalie Murch, LTC Choices
Fawcett Center
September 2021
September 29, 2021
FPA Ohio Advocacy Day 2021
September 1, 2021
7:00AM - 12:15PM
FPA Annual Conference 2021
Greater Columbus Convention Center, 400 N High St, Columbus, OH 43215
August 2021
August 10, 2021
7:45AM - 9:15AM
FPA Central Ohio presents An Overview of MEPs and PEPs
Presented by George Schein, JD
Marriott Columbus University Area, 3100 Olentangy River Rd, Columbus, OH
June 2021
June 8, 2021
7:45AM - 9:15AM
FPA Central Ohio presents What you need to know about the process of selling a business
Presented by Michael Butler and Josh Curtis
Fawcett Center
May 2021
May 11, 2021
11:30AM - 5:30PM
FPA Central Ohio presents MIni-Symposium
Marriott Columbus University Area, 3100 Olentangy River Rd, Columbus, OH 4320
April 2021
April 20, 2021
9:00AM - 10:15AM
FPA Central Ohio presents Valuing and Maximizing Hard-to-Value Assets
Presented by Heather Follmer & Amelia Jeffers
via Zoom
March 2021
March 9, 2021
9:00AM - 10:15AM
FPA Central Ohio presents Crypto, Blockchain, Why it Matters, and Things to Know as a Financial Advisor
presented by W. Phil Ratcliff, rebel Financial
via Zoom
February 2021
February 9, 2021
9:00AM - 10:15AM
FPA Central Ohio presents State Teacher Retirement System (STRS) Ohio - Present & Future
presented by Gary Russell
via Zoom
January 2021
January 12, 2021
9:00AM - 10:15AM
FPA Central Ohio presents Making the Jump A Planner's Toolkit for Advising Clients on Self-Employment
presented by Kevin R. Clark CFP®, CIMA EA &Michael P. Duffy
via Zoom
December 2020
December 8, 2020
9:00AM - 10:30AM
FPA Central Ohio presents Charitable Giving Solutions Panel Discussion
Loren Brown of the Catholic Foundation, Joel Marcovitch of Jewish Columbus Foundation, Lisa Jolley, J.D., CAP® of the Columbus Foundation
via zoom
November 2020
November 12, 2020
FPA Central Ohio Symposium 2020
Keynote Speaker: Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
via Zoom
October 2020
October 13, 2020
9:00AM - 10:15AM
FPA Central Ohio presents Changing the Approach to College Funding Advice
presented by Joe Messinger, CFP®, ChFC®, CLU®
via Zoom
September 2020
September 15, 2020
9:00AM - 10:15AM
FPA Central Ohio presents Personal Insurance: A deep dive into Affluent Asset Protection
presented by Aryn Bates, CPRIA/ Overmyer Hall Associates
via Zoom
August 2020
August 11, 2020
9:00AM - 10:15AM
FPA Central Ohio presents Qualified Opportunity Zones
presented by Kazim F. Unalan, CPA, CEPA and Azra Nakicevic, CPA from GBQ
via Zoom
July 2020
July 14, 2020
9:00AM - 10:15AM
FPA Central Ohio presents 401k Plan Transparency
presented by Deb Boiarsky
via Zoom
June 2020
June 23, 2020
9:00AM - 10:15AM
VIRTUAL Meeting - FPA Central Ohio presents Understanding and Unpacking the details of Social Security
presented by Heather Dulle, Protective Life
via Zoom
May 2020
May 19, 2020
9:00AM - 9:50AM
VIRTUAL Meeting - FPA Central Ohio presents MEWAs & Group Health Insurance Alternatives
presented by Ronald S. Mooney, RHK Group
via Zoom
May 14, 2020
9:00AM - 4:30PM
Postponed until Fall - FPA Ohio Advocacy Day 2020
April 2020
April 21, 2020
7:45AM - 9:15AM
CANCELLED - State Teacher Retirement System (STRS) Ohio -Present & Future
Fawcett Center
March 2020
March 10, 2020
7:45AM - 9:15AM
FPA Central Ohio presents Education Today for Retirement Tomorrow
presented by Kevin Blann, Educator at OPERS
Fawcett Center
February 2020
February 18, 2020
11:30AM - 1:30PM
FPA Central Ohio presents Economic Outlook: Where Do We Go from Here?
presented by Dr. David Altig, Atlanta Fed Reserve Board
Fawcett Center
January 2020
January 14, 2020
11:45AM - 1:15PM
FPA Central Ohio presents Residential Options & Services for Older Adults - LUNCH program
presented by Matt Kehlmeier and Tiffany Affolter
Fawcett Center
December 2019
December 10, 2019
3:45PM - 6:00PM
FPA Central Ohio December Meeting & Holiday Networking Reception
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
November 2019
November 12, 2019
7:45AM - 9:30AM
FPA Central Ohio presents Evolution of Corporate Credit
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
October 2019
October 10, 2019
11:30AM - 5:30PM
FPA Central Ohio presents Sporting Clays Event - Thursday
Blackwing Shooting Center, Delaware
October 8, 2019
7:45AM - 9:30AM
FPA Central Ohio presents Key Components of Disability Risk Mitigation
presented by Jonathan Dannemiller, , ChFC®, CLU®, AEP®
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
October 4, 2019
11:30AM - 5:30PM
FPA Central Ohio presents Sporting Clays Event - Friday
Blackwing Shooting Center, Delaware
September 2019
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
August 2019
August 13, 2019
7:45AM - 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
June 2019
June 11, 2019
7:45AM - 9:30AM
FPA Central Ohio presents Constructing an Alternative Allocation
presented by R. Scott Henderson, CFA, CIMA®, CMFC
May 2019
May 21 (4:05PM) - 22 (4:00PM), 2019
FPA Ohio Advocacy Day 2019
May 14, 2019
7:45AM - 9:30AM
FPA Central Ohio presents Recent Developments in Estate Planning and Elder Law
presented by Matthew Gibson, JD
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
April 2019
April 16, 2019
7:45AM - 10:00AM
FPA Central Ohio presents Blockchain and Cryptocurrencies
Immediately followed by Members' Only OneFPA Initiative Town Hall Meeting
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
March 2019
March 12, 2019
7:45AM - 9:30AM
FPA Central Ohio presents Key Factors Impacting Financial Fit in College Planning
presented by Amber Gildsdorf
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
February 2019
February 12, 2019
7:45AM - 9:30AM
FPA Central Ohio presents US Equities: A Review of 2018 & Preview for 2019
presented by Matthew Stadelman, CFA
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
January 2019
January 24, 2019
11:30AM - 1:30PM
FPA Central Ohio presents A New Perspective on Retirement Income Planning
presented by Michael Finke, Ph.D, CFP®
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
December 2018
December 11, 2018
3:45PM - 6:15PM
FPA Central Ohio presents Ways to Utilize Trusts for Family Planning
& Holiday Networking
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
November 2018
November 13, 2018
7:45AM - 9:15AM
FPA Central Ohio presents Updates in Long-term Care Medicaid
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
October 2018
October 25, 2018
FPA Central Ohio Symposium
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
September 2018
September 11, 2018
7:45AM - 9:15AM
FPA Central Ohio presents Military Benefits:The New Blended Retirement System
presented by James Atkinson, CFP®,AIF®, MPAS
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
August 2018
August 14, 2018
7:45AM - 9:15AM
FPA Central Ohio presents The Future of Healthcare May Be Brighter Than You Think
presented by Gregg Mann
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
July 2018
July 30, 2018
6:45PM - 9:00PM
FPA Central Ohio Member's Only Event
Columbus Clippers Dime-a-dog Night
Columbus Clippers Huniington Park
June 2018
June 12, 2018
7:45AM - 9:15AM
FPA Central Ohio presents Divorce Planning
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
May 2018
May 8, 2018
7:45AM - 9:45AM
FPA Central Ohio presents Student Debt Management
presented by Heather Jarvis
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
April 2018
April 17, 2018
7:45AM - 9:15AM
FPA Central Ohio presents Social Security: Advanced Concepts & Planning
presented by Adria Rosebrock, CFP, NSSA
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
March 2018
March 13, 2018
7:45AM - 9:15AM
FPA Central Ohio presents Avoiding Common Annuity Mistakes
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
February 2018
February 13, 2018
7:45AM - 9:15AM
FPA Central Ohio presents Overview of Executive Compensation & Tax Implications
presented by Scott Eichar, CPA, CFP
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
January 2018
January 9, 2018
11:45AM - 1:15PM
FPA Central Ohio presents The Economics of Innovation in 2018
presented by Abdur Nimeri, Ph.D.
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
December 2017
December 12, 2017
3:45PM - 6:15PM
Qualified Longevity Annuity Contracts (QLACs)
& Holiday Networking
Fawcett Center
November 2017
November 14, 2017
7:45AM - 9:15AM
Special Needs Trusts and Ohio’s STABLE Account
Special Needs Trusts and Ohio’s STABLE Account
October 2017
October 17, 2017
11:45AM - 6:00PM
FPA Central Ohio Mini-Symposium 2017
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
September 2017
August 2017
July 2017
June 2017
June 13, 2017
7:30AM - 9:15AM
Attracting Minority Clients & Advisors
presented by Kenneth White, Jr.
Fawcett Center
May 2017
May 9, 2017
7:30AM - 9:15AM
LTCi in 2017 and Beyond
presented by Natalie Murch, CLTC, ChFC
Fawcett Center
April 2017
April 18, 2017
7:30AM - 9:15AM
Do Your Client's Investments Align with Their Values?
presented by Abdur Nimeri
Fawcett Center
March 2017
February 2017
February 14, 2017
7:30AM - 9:30AM
Home and Auto Insurance: Is there a difference and why do I care?
presented by Greg Overmyer, CPCU
Fawcett Center
January 2017
January 17, 2017
11:30AM - 1:30PM
The Columbus Economy in 2017
presented by Bill LaFayette, Ph.D.
Fawcett Center
December 2016
December 13, 2016
3:45PM - 6:00PM
Communicating Investment Principles & Holiday Afternoon Reception
presented by Christian Newton
Fawcett Center - Columbus, OH
