COLUMBUS OH CHAPTER
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
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.
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
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Monthly Member Meetings are held on the
2nd Thursday of every month
from 7:45am - 9:30am
Brookside Golf & Country Club.
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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
Annual Chapter Sponsors
W. Jeff Martin, CLU, ChFC
Brokerage Director - Cincinnati
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