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Date Event Title Event Type
Apr 23, 2014 Helping Irrational Clients Make Rational Decisions Audio/Web Conference
  Speaker(s): Harold Evensky, CFP, AIF  
  Summary: Cognitive factors that affect financial decision making.  
May 21, 2014 Estate Planning for the Modern Family Video Teleconference
  Summary: Case Studies in Life Experiences
Planning strategies for non-traditional marriage unions.
 
May 29–
May 29, 2014
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 OH
  Summary: More Information to Come!  
Jun 10, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Planning
Co-sponsored by the American Cancer Society. Details coming soon.
 
Jun 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Benefits of using intra-family loans in current economic environment
Sponsored by Guardian
 
Jun 25, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Policy Valuation
Sponsored by Coventry. Details coming soon.
 
Aug 14–
Aug 15, 2014
Clinic for Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Sep 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Fully Insured Qualified Plans. Details coming soon.
Sponsored by Guardian
 
8 Events Returned
Event Details

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