Details
October 17, 2017
11:45AM - 6:00PM
FPA Central Ohio Mini-Symposium 2017
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
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:
Presentations:
Cyber Security
President Trump And Tax Reform Are We There Yet
Implementing And Utilizing Estate Planning Strategies
Preventing Elder Financial Abuse
11:45am – 12:15pm
|
Registration
|
12:05pm – 12:15pm
|
Welcome and Lunch Sponsor Message
|
12:15pm – 1:00pm
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Lunch Presentation - Cyber Security - Chris Duncan- Symantec
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1:00pm – 1:15pm
|
Networking and Break
|
1:15pm – 2:15pm
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President Trump and Tax Reform - Are We There Yet? – Jane Pfeifer, CPA and Matt McKinnon, CPA, MT - Clark Schaefer Hackett
CFP CE - 1 hour has been granted by CFP Board Ohio Insurance CE - 1 hour has been approved by ODI
|
2:15pm – 3:15pm
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Implementing & Utilizing Estate Planning Strategies in the Real World - John Schuman, JD, CFP® - Budros, Ruhlin & Roe
CFP CE - 1 hour has been granted by CFP Board Ohio Insurance CE - 1 hour has been approved by ODI
|
3:15pm – 3:45pm
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Networking and Break w/ Refreshments
|
3:45pm – 4:45pm
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Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine
CFP CE - 1 hour has been granted by CFP Board Ohio Insurance CE - 1 hour has been approved by ODI
|
4:45pm – 6:00pm
|
Happy Hour Reception and Raffles
|
4th Quarter Parking Pass 2017
Thank you to our Sponsors
Lunch Sponsor:
Reception Sponsor:
Refreshment Break Sponsor:
Mini-Symposium Sponsors/Exhibitors
See Who's Coming
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aCLuDhaqizCaPxAftmqF167204
10/17/2017 11:45 AM
10/17/2017 06:00 PM
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FPA Central Ohio Mini-Symposium 2017
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:
Presentations:
Cyber Security
President Trump And Tax Reform Are We There Yet
Comparison Of Proposed Tax Reform
Implementing And Utilizing Estate Planning Strategies
Preventing Elder Financial Abuse
11:45am – 12:15pm
Registration
12:05pm – 12:15pm
Welcome and Lunch Sponsor Message
12:15pm – 1:00pm
Lunch Presentation - Cyber Security - Chris Duncan- Symantec
1:00pm – 1:15pm
Networking and Break
1:15pm – 2:15pm
President Trump and Tax Reform - Are We There Yet? – Jane Pfeifer, CPA and Matt McKinnon, CPA, MT - Clark Schaefer Hackett
CFP CE - 1 hour has been granted by CFP BoardOhio Insurance CE - 1 hour has been approved by ODI
2:15pm – 3:15pm
Implementing & Utilizing Estate Planning Strategies in the Real World - John Schuman, JD, CFP® - Budros, Ruhlin & Roe
CFP CE - 1 hour has been granted by CFP BoardOhio Insurance CE - 1 hour has been approved by ODI
3:15pm – 3:45pm
Networking and Break w/ Refreshments
3:45pm – 4:45pm
Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine
CFP CE - 1 hour has been granted by CFP BoardOhio Insurance CE - 1 hour has been approved by ODI
4:45pm – 6:00pm
Happy Hour Reception and Raffles
4th Quarter Parking Pass 2017
Thank you to our Sponsors
Lunch Sponsor:
Reception Sponsor:
Refreshment Break Sponsor:
Mini-Symposium Sponsors/Exhibitors
See Who's Coming
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210