Details
November 10, 2026
7:45AM - 9:15AM EDT
FPA Central Ohio presents: Tactical Asset Allocation and Stress Testing in Today's Macro Environment
Fawcett Center, Ohio State University
Tuesday, November 10, 2026
7:45am - 9:15am
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presented by Jonathan Keetz, Cambria ETFs
About the speaker:More details coming soon! |
About the program:
Portfolio drift in today's macro environment forces a tough choice between managing risk and triggering a massive tax bill. Relying on traditional rebalancing methods frequently leaves clients facing heavy, unnecessary tax liabilities right when diversification into value, trend, and real assets is most critical.
The discussion centers on utilizing a tactical asset allocation framework to effectively stress-test model portfolios and evaluate shifting client risk profiles. It highlights practical, tax-forward strategies that allow planners to safely deploy capital and protect returns while actively minimizing the tax hit.
REGISTER HERE!
Date/Time: Tuesday, November 10th, 2026, 7:45-9:15am
7:45am - Registration and Breakfast
8:00am - Announcements and Program
Location: The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Free parking is available on the paved lot outside of the Fawcett center.
Parking passes are now digital! Detailed parking instructions will be sent via email to registered guests in the days leading up to the event.
Continuing Education:
FPA Central Ohio will apply for 1 hour of CFP credit and 1 hour of OH INS credit. Please arrive on time to ensure that you can sign in for CE credits.
Event Cost:
FPA Members - $35
Student Members - No charge
Season Pass Holders - No charge
Non-Members/Guests* - $55
Student Non-Members** - $30
Guest and Student Cost Notes:
*First Time Guests - No charge (one-time registration only). If you have previously registered for an FPA Central Ohio meeting, the non-member fee of $55 will apply.
**Student Non-Members - Students may attend up to 2 programs for free. For your first or second visit, contact admin@fpacentralohio.org to complete your complimentary registration. Payments are non-refundable. A valid student ID is required at check-in.
Registration and Cancellation
Please register by 12:00 PM on November 9th, 2026, as seats cannot be guaranteed after this deadline. Cancellations will be accepted until 12:00 PM on November 9th, 2026; after that, no refunds or credits can be issued.
