COLUMBUS OH CHAPTER

Quick Links

FSP National Website

Mbr Directory [Members Only]


 

Calendar

Filter by:

Sort by:

Members, login to receive member pricing

Date Event Title Event Type
Oct 29, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
 
Nov 13–
Nov 13, 2014
November Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 07:45 AM – 09:30 AM
Add'l Info: 1.0 CFP, Ohio Ins. CE, CLE and CPE have been APPROVED!
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Year End Tax & Estate Planning  
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 Enhanced Plan Benefits Audio/Web Conference
  Speaker(s): Mary Read CPC, QPA  
  Summary: The benefits of life insurance in qualified retirement plans.  
Dec 10, 2014 Practical Applications of "Life Insurance as an Asset Class" Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian
 
Dec 11–
Dec 11, 2014
December Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 07:45 AM – 09:30 AM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Maximizing the Value of 529 Plans  
Jan 08–
Jan 08, 2015
January Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 07:45 AM – 09:30 AM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Economic Overview for 2015  
Jan 14, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Feb 02, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.
 
Feb 12–
Feb 12, 2015
February Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 07:45 AM – 09:30 AM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Best Practices and Current Regulation/Litigation Trends for Advisors  
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. Details coming soon.  
Mar 12–
Mar 12, 2015
March Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 07:45 AM – 09:30 AM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Creditor Protection Planning in Ohio and Legacy Trusts  
Apr 09–
Apr 09, 2015
April Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 07:45 AM – 09:30 AM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Trends in Retirement Plans, Public & Private  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 14–
May 14, 2015
May Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 07:45 AM – 09:30 AM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Identifying Diminished Capacity and Available Resources  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
Jun 11–
Jun 11, 2015
June Monthly Chapter Meeting Chapter:
Columbus OH Chapter FSP
Time: 06:30 PM – 08:30 PM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Annual Meeting and Networking Event  
20 Events Returned
Event Details

Check back at a later date for details.

Close window