COLUMBUS OH CHAPTER

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Date Event Title Event Type
Jul 30, 2014 New Reasons for Annual Valuations and Life Settlements Sponsored Education Online
Free to Members
  Speaker(s): Snow D. Inocencio  
  Summary: Life settlements as one solution for asset protection
Sponsored by The Lifeline Program
 
Aug 14–
Aug 15, 2014
Clinic for Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Aug 14–
Aug 14, 2014
Summer Bar-b-q Event Chapter:
Columbus OH Chapter FSP
Time: 06:30 PM – 08:30 PM
  Summary: Grab your cowboy or cowgirl hat and a sturdy pair of boots and join us for a bar-b-q for the FSP Members and their guests!  
Aug 20, 2014 TBD Audio/Web Conference
  Summary: Topic - Defined Benefit Plans. Details coming soon.  
Aug 26, 2014 Eventually Every Business Changes Hands: Are You Ready? Audio/Web Conference
  Summary: Creating a succession plan for your business  
Sep 09, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Retirement Income Distribution. Details coming soon.
Sponsored by Securities America.
 
Sep 11–
Sep 11, 2014
2014 Fall Symposium Chapter:
Columbus OH Chapter FSP
Time: 08:00 AM – 05:00 PM
Location: Brookside Golf & Country Club
2770 W. Dublin-Granville Road
Columbus Ohio
  Summary: More Details to Come - SAVE THE DATE!  
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 TBD Sponsored Education Online
Free to Members
  Summary: The Social Media Black Book: 7 Little Secrets Every Advisor Needs To Know To Explode Your Business. Details coming soon
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  
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 TBD Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
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  
24 Events Returned
Event Details

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