Details
August 13, 2024
8:15AM - 9:15AM EST
FPA Central Ohio Presents Social Security
Fawcett Center
Tuesday, August 13, 2024 at 8:15AM
presented by
Adria Rosebrock, Hamilton Capital
As the Director of Wealth Management Operations & Training for Hamilton Capital, Adria Rosebrock has always embodied a deep passion for education, service, and teamwork. Whether she’s training the financial advisors in the firm, or helping clients navigate the intricacies of the Social Security system, Adria prides herself on making the complex simple.
As A CERTIFIED FINANCIAL PLANNER™ professional, Adria previously served as a financial advisor in the Washington, D.C., metro area, where she discovered her passion for Social Security and its critical role in retirement planning. This inspired Adria to become a National Social Security Advisor Certificate Holder and later, a subject matter expert on Social Security planning for Hamilton Capital’s financial planning team and all its clients.
With extensive subject matter expertise and a career spanning over 15 years, Adria is also responsible for Hamilton Capital’s specialized financial and tax planning research, advisor training programs, developing and implementing integrated financial planning standards, and evaluating the firm’s financial planning tools to help enhance client experience.
Adria’s passion for education and training extends beyond her professional duties at Hamilton Capital, as she also served as a board member of the Central Ohio chapter of the Financial Planning Association and served as president in 2019. She is also the founding chair of the Consumer and Family Financial Serivces Advisory Board at OSU. As a graduate of Defiance College, Adria holds a bachelor’s degree in finance and management, with a minor in economics, as well as a Certificate of Financial Planning from Georgetown University.
Tuesday, August 13, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Parking Pass will be emailed to all registrants the day prior to the meeting.
FPA Members - $30
Student Members - No charge!
Season Pass Holders - No charge!
Non-members/Guests* - $50
Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
CFP and ODI CE are currently pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on August 12, we cannot guarantee availability after that date. Cancellations accepted up until NOON on August 12, after that no refunds or credits will be given.
Printer-Friendly Version
Add to Calendar
aCLuDhaqizCaPxAftmqF167204
08/13/2024 08:15 AM
08/13/2024 09:15 AM
false
America/New_York
FPA Central Ohio Presents Social Security
Tuesday, August 13, 2024 at 8:15AM
presented by
Adria Rosebrock, Hamilton Capital
As the Director of Wealth Management Operations & Training for Hamilton Capital, Adria Rosebrock has always embodied a deep passion for education, service, and teamwork. Whether she’s training the financial advisors in the firm, or helping clients navigate the intricacies of the Social Security system, Adria prides herself on making the complex simple.
As A CERTIFIED FINANCIAL PLANNER™ professional, Adria previously served as a financial advisor in the Washington, D.C., metro area, where she discovered her passion for Social Security and its critical role in retirement planning. This inspired Adria to become a National Social Security Advisor Certificate Holder and later, a subject matter expert on Social Security planning for Hamilton Capital’s financial planning team and all its clients.
With extensive subject matter expertise and a career spanning over 15 years, Adria is also responsible for Hamilton Capital’s specialized financial and tax planning research, advisor training programs, developing and implementing integrated financial planning standards, and evaluating the firm’s financial planning tools to help enhance client experience.
Adria’s passion for education and training extends beyond her professional duties at Hamilton Capital, as she also served as a board member of the Central Ohio chapter of the Financial Planning Association and served as president in 2019. She is also the founding chair of the Consumer and Family Financial Serivces Advisory Board at OSU. As a graduate of Defiance College, Adria holds a bachelor’s degree in finance and management, with a minor in economics, as well as a Certificate of Financial Planning from Georgetown University.
Tuesday, August 13, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
REGISTER HERE!
Parking Pass will be emailed to all registrants the day prior to the meeting.
FPA Members - $30Student Members - No charge!Season Pass Holders - No charge!Non-members/Guests* - $50Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
CFP and ODI CE are currently pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on August 12, we cannot guarantee availability after that date. Cancellations accepted up until NOON on August 12, after that no refunds or credits will be given.
Thank you to our Annual Partners!
Fawcett Center
