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Date Event Title Event Type
May 21–
May 21, 2013
Annual Member Recognition Event Chapter:
Cincinnati Chapter FSP
Time: 08:00 AM – 10:00 AM
Location: Kenwood Tower
8044 Montgomery Road, 1st floor by Skip's Bagels
Cincinnati Ohio
  Speaker(s): Marc Belletsky, JD, CLU, ChFC  
  Summary: Various members will receive awards, the new board of directors will be inaugurated. In addition, Marc Belletsky from Mass Mutual will be presenting, "Business Succession Planning Case Study."  
Jun 05, 2013 Stop Asking for Referrals - and Get More! Audio/Web Conference
  Speaker(s): Stephen Wershing, CFP  
  Summary: New strategies for attracting referrals  
  Section(s): Financial Planning
 
Jun 13, 2013 New Online Tools to Find, Buy, Track, and Report CPE Sponsored Education Online
Free to Members
  Speaker(s): Gene Cherner, CPA  
  Summary: A new member benefit to help you track and manage your CE credits. Sponsored by CE Convergence.  
Jun 26, 2013 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Longevity Considerations. Sponsored by Guardian. Details coming soon.  
Aug 07, 2013 TBD Audio/Web Conference
  Summary: Details Coming Soon  
  Section(s): Retirement Counseling
 
Aug 15–
Aug 16, 2013
The Clinic For Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Sep 10, 2013 TBD Sponsored Education Online
Free to Members
  Summary: Topic: Planning for Foreign Nationals. Sponsored by Transamerica. Details coming soon.  
7 Events Returned
Event Details

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