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Welcome to the Columbus Ohio Chapter Home Page!


Upcoming Chapter Events:

 Society of Financial Service Professionals


Columbus Chapter Monthly Meeting


Thursday, May 8, 2014

7:45am - 9:30am 

 "What The Frack?"  Incorporating Oil & Gas Interests Into Your Estate Plan 

 With Special Guest Speakers:
Suzanne M. Fisher-Edwards, JD
 McMahon DeGulis LLP
Jacintha Kraft Balch, JD
Balch Law

The nation’s expanding need and desire for energy independence has placed an emphasis on exploring those resources found within our boarders.  With the advancement in drilling technology the exploration of U.S. Shale has been has emerged as controversial topic for country.  For many of the clients in which we serve this national debate resonates close to home with the potential of Marcellus and Utica shales in Ohio.  With the proliferation of interest in landownership in Ohio many financial planning issues must be addressed in order to plan properly.  This presentation will examine the history of fracking, the potential for drilling in the U.S. and Ohio, review the trends in the industry, outline the perceived and real risk, and highlight the regulatory issues.  Additionally, this presentation will outline the common pitfalls and opportunities that landowners need to be made aware of as it relates to their estate planning.  

For Suzanne's bio, please click here:  Suzanne M. Fisher-Edwards Bio
For Jacintha's bio, please click here:  Jacintha Kraft Balch Bio


 Meeting Location:

Brookside Golf & Country Club

2770 W. Dublin-Granville Rd.

Columbus, OH 43235

1.0 Credit is currently PENDING for CFP, CLE, CPE & Ohio Ins. CE 






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 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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