Career Development

Resources

Presentations from FPA of Central Ohio Chapter meetings will be available to members the following day in PDF format for download.

2024 Programming:

January 9, 2024: Planning for Extended Care, Today's LTCI Options

Presented By: Kelly Augspurger, CLTC®, CSA

 

February 6, 2024: Behavioral Finance: From Academic Research to Client Discussions

Presented By: Caezilia Loibl, The Ohio State University

 

March 5, 2024: The Blended Retirement System

Presented By: Sean Tuttle, CFP®, ChFC®, RICP®, First Command

 

April 2, 2024: The ROI on College and Major Changes You Should Know

Presented By: Cozy Whittman, College Inside Track

 

May 6, 2024: Stock Compensation

Presented By: Rob Roll, CPA, GBW Partners LLC

 

June 4, 2024: Beyond the Numbers, Providing Empathetic Financial Guidance for Widowed Clients

Presented By: Chris Bentley, CFP®, CLU®, CRPC®, BFA, MBA, Wings for Widows

 

August 13, 2024: Social Security

Presented By: Adria Rosebrock, CFP®, Hamilton Capital