FPA of Southwestern Ohio

Our schedule for the FPA All-Ohio Symposium is jam-packed with incredible Keynote Speakers like Steven A. Jarvis, CPA ??! Join us for a crucial discussion on Tax Planning Amidst Uncertainty - How to Deliver Massive Value on Tax Planning No matter What Congress Decides To Do. This session will provide a framework for working with clients on tax planning even when the rules aren’t quite clear. And before anyone gets too lost in their crystal ball it’s important to remember the IRS is still implementing SECURE 2.0, and 2025 will be an important year for that law as well. ? 1 CE for CFP/Ohio Insurance: Pending ?? Register for the Symposium at the event website: https://lnkd.in/gp8kZ3J2

?? Join us for BOTH engaging discussions with Michael Kitces at our All-Ohio Symposium and learn invaluable insights on these relevant topics! Register at the event website: https://lnkd.in/d4tjC5eW Applying Behavioral Finance In Your Financial Planning Practice: An increasing volume of research is making clear what financial planners have long known – that clients do not always act in a purely rational manner. In this session, advisors will learn what the behavioral finance research has shown about our not-always-rational decision-making process, and how to consider making adjustments to the delivery of their financial planning services to help clients achieve more desirable outcomes through better communication and enhanced trust. Grill the Guru: Thriving in Turbulent Times Have a burning question about financial planning? This is your chance to pick the brain of Michael Kitces! In this interactive town hall session, Michael will field your questions and provide expert insights on the topics that matter most to you. Come prepared to engage in a lively discussion and gain valuable knowledge from one of the industry's leading voices.

With 2 days, 8 speakers, and up to 7 CE hours of regular CFP/Ohio Insurance + 2 Ethics CE (all pending) this price is unbeatable! Early Bird Pricing is expiring tomorrow 2/28/25 for the FPA All-Ohio Symposium. Lock in the best price now before it's too late. Registration and more info at: https://lnkd.in/d4tjC5eW

Speaker #2 on Day 1 of the FPA All-Ohio Symposium is Ben Carlson, CFA from Ritholtz Wealth Management! Ben Carlson takes a deep dive into how markets work, how they impact client conversations, how to better communicate with clients, and how to manage client emotions during the worst market moments. Early Bird Pricing ends 2/28/25! Learn more and register now at https://lnkd.in/d4tjC5eW

?? Speaker Highlight! Day 1 kicks off with Dan Candura for a can't-miss session on the Practical Application of CFP Board's Code and Standards. You are sure to leave with a deeper understanding and confidence in your commitment to act in a fiduciary standard after this engaging discussion. Register for the FPA All-Ohio Symposium and Learn More here: https://lnkd.in/gp8kZ3J2

Don't miss the FPA's exclusive mini-symposium designed to equip you with the latest market intelligence.?Back by popular demand, 5-star speaker Ryan Keifer delivers an updated real estate forecast to help you navigate the current market.?Then, join a dynamic fireside chat with Mark Seaman, who brings 29 years of investment industry expertise to the table, as he shares his insights on the macro-economic landscape.?Connect with fellow financial planners and gain valuable knowledge to better serve your clients. Pending approval for 2 hours of CFP & Ohio Insurance credits. Register now! https://lnkd.in/gGh6vUdp A special thank you to our event sponsors, The Archer Funds, Capital Group, First Community Mortgage and Ohio Tuition Trust Authority for making events like this possible!

It’s no surprise that our attendees gave Joe Messinger, CFP?, ChFC?, CLU?, CCFC ‘s webinar for our chapter on Tuesday a 5 star rating. We are happy to say that members can see his webinar on demand (and his slides) by visiting https://lnkd.in/gmmEHC3j . Special thanks to Judy Cunningham at Ohio Tuition Trust Authority for sponsoring this event!

Is your CFP Ethics requirement up for renewal this year? We can help with that! We offer 2 live ethics courses a year to fulfill 2-hours of the continuing education requirement. The ethics requirement demonstrates to the public that certificants have agreed to provide personal financial planning in the client's best interest and to act in accordance with the highest ethical and professional standards for the practice of financial planning. Catch the next live course in person or virtually at our All Ohio Symposium on Monday, April 28th, presented by Dan Candura . Can’t make that one? We have another virtual one getting scheduled in the 2nd half of 2025 with Bill Schretter. www.allohiosymposium.com www.fpaswo.org

Everybody's talking about our lineup for this year's FPA All-Ohio Symposium! Early Bird pricing closes on Feb 28th. Read more and register now: https://lnkd.in/gp8kZ3J2 CE (pending): 7 CFP/OH Insurance, and 2 CFP Ethics/Ohio Insurance Ethics Our phenomenal speakers include: Dan Candura, Ben Carlson, CFA, Michael Kitces, Christopher D. Bentley, MBA, CFP?, CLU?, BFA?, CRPC?, Steven A. Jarvis, Meb Faber, David Kelly, Michael Finke. Proudly in collaboration with FPA of Central Ohio and FPA Northeast Ohio Chapter Administration.

One week away!