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Welcome to the Columbus Ohio Chapter Home Page!


Upcoming Chapter Events:




Thursday, December 11, 2014

Maximizing The Value of 529 Plans

Presented by:  Courtney Walls 

Vice President, 529 Specialist at BlackRock

Courtney is BlackRock’s 529 Specialist based in Columbus, OH.  In this role, Courtney is responsible for traveling nationally to educate advisors & their clients on college savings and the BlackRock CollegeAdvantage 529.  Prior to this role, she served as an Investment Management Associate for BlackRock based in Princeton, NJ.  Courtney has been in Financial Services for 8 years & is a graduate of Villanova University.  

7:45am - 9:30am

Brookside Golf & Country Club



Take Advantge of Our Season Pass  - Buy NOW before the savings comes to an end!  (Meetings run from October 2014 - May 2015)!

Members - $20.00

Guests - $25.00


 Thank you to our Chapter Meeting Sponsor:


1.0 credits have been APPROVED for CLE, CPE, Ohio Ins. CE & CFP



For Our
January Monthly Meeting
Thursday, January 8th
7:45am - 9:30am
Economic Overview for 2015
Presented by Michael Groom with Nationwide Financial

Did You Attend the 2014 Fall Symposium?

Your Book is HERE!

Register for a Monthly Meeting or call Becky at 614-715-1936 to get it.



To learn more about the Benefits of Membership
in the Columbus Chapter 



Monthly Member Meetings are held on the

2nd Thursday of every month from October - May

from 7:45am - 9:30am


Brookside Golf & Country Club



  Interested in partnering with the Columbus Chapter Society of FSP?

 Read more HERE or email for more information.


 Board of Directors and Past Presidents

 The Board of Directors would like to thank Board member Tom Wyatt, JD, CFP and
Jacob, Haxton & Boord, LLC  for hosting the monthly Board meetings.




 Columbus Ohio Chapter - Society of Financial Service Professionals 
  PO Box 1522 Powell, OH 43065
Telephone (614) 715-1936
Fax (614) 573-7866




To Our

Annual Chapter Sponsors




W. Jeff Martin, CLU, ChFC

Brokerage Director - Cincinnati 



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Columbus, OH Membership Directory