COLUMBUS OH CHAPTER

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Date Event Title Event Type
Sep 11–
Sep 11, 2014
2014 Fall Symposium - REGISTER NOW!!! Chapter:
Columbus OH Chapter FSP
Time: 08:00 AM – 05:00 PM
Add'l Info:  6.0 credits are currently PENDING for CLE, CPE, Ohio Ins. CE & CFP
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: We are very excited about this year’s Society of FSP Fall Symposium. Dr. Daniel Crosby, behavioral finance expert, author and a multi-time TEDx presenter, who was recently named one of AARP’s “Financial Bloggers You Should Be Reading,” and was recently chosen by Monster.com as "one of the 12 thinkers to watch in the world of organizational psychology" will be presenting two sessions, "Persuasion and Its Importance to Your Client’s Future" and "The 6 Pillars of Influence." No matter your role in the financial services industry, an advisor’s ability to manage client behavior is what will make or break their clients’ ability to retire. Basically, an advisor’s expertise is only as useful as it is persuasive. Dr. Crosby will both present and provide a session of facilitated breakouts to help us all become better at persuading our clients to execute the good plans we help them create. The rest of the agenda includes presentations by local and national thought leaders on the following topics: Legislative update from Washington DC, by a representative of the Federal Reserve Buy-sell Planning & Valuation, Retirement Residency Considerations, Business Succession Planning, Income Planning for longevity in retirement. We will close the day out with a panel discussion about the current state of retirement and retirement planning, featuring representatives from State Employee Retirement System, Social Security and private Defined Benefit and Defined Contribution experts. We look forward to your attendance at this year's event and hope that you will encourage others to sign up as well. Your continued membership and support of our local and national organization is greatly appreciated. 6.0 credits are currently PENDING for CLE, CPE, Ohio Ins. CE & CFP ____________________________________________________________________ EARLYBIRD REGISTRATION pricing for members ends September 4th. Pricing moves up to $95.00 on September 5th. Group Pricing NOW AVAILABLE through September 4th. Registrations can be for non-members or members Must be purchased at one time Individual registrant information needed (for name badge, etc.) by September 8th 5 Registrations for $375 (savings of $100) Additional Tickets (6 through 9) at $75 each 10 Registrations $700 (savings of $250) Additional Tickets (11 plus) at $70 each CANCELLATIONS Cancellations must be mady by September 4, 2014 to receive a full refund. Cancellations after that date will be charged a $25.00 service fee. Questions? Call The Society of FSP Columbus, OH Office at 614-715-1936 or email fsp@fspcolumbus.org. WANT TO PAY BY CHECK? We encourage our members and guests to pay by check to help manage the administrative costs associated with running a credit card. If paying by check, please email Becky Miller, Chapter Executive Director at fsp@fspcolumbus.org to request her to register you and send payment to: Society of FSP PO Box 1522 Powell, OH 43065  
Sep 18, 2014 Fully Insured Plans Sponsored Education Online
Free to Members
  Speaker(s): Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA  
  Summary: Discussion of issues surrounding fully insured plans
Sponsored by Guardian
 
Sep 24, 2014 The Social Media Black Book: 7 Secrets Advisors Need to Know Sponsored Education Online
Free to Members
  Speaker(s): Ted Jenkin, CFP  
  Summary: Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC
 
Oct 07, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer
 
Oct 09–
Oct 09, 2014
October 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: Cyber Security, Protecting and Planning for Intellectual & Digital Assets  
Oct 15, 2014 TBD Audio/Web Conference
  Summary: Working Title - Defined Benefit Plans: An Underutilized Tool. Details coming soon.  
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
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: Tax 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 TBD Audio/Web Conference
  Summary: Topic - Life Insurance in Pension Plans (details coming soon)  
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: Legislative & Legal Update for Financial Service Professionals  
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 Outlook  
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 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: Investment Mistakes, Don't Let Your Client's Wealth Disappear Out of Their or Your Ignorance and Avoid Getting Sued in the Process  
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic TBD. 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: Estate Planning/Succession Planning  
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: The Changing Landscape of Public & Private Pension Plans  
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: Working with Elderly Clients; Identifying Incapacity and what to do about it  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. 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  
21 Events Returned
Event Details

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