COLUMBUS OH CHAPTER

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Professional Study Groups

Education. Ethics. Relationships.  These are the core values of the Society.  In an effort to  put these values into action a diverse group of advisors began meeting in small groups to strengthen their knowledge, professionalism and networks.  By bringing together credentialed professionals from insurance, legal, accounting and financial planning backgrounds each member has gained insight into their profession from a variety of perspectives. 

 

For further information please contact:

 

Rebecca White at (614) 764-3645 or by email at rlwhite@key-financial.biz  
 
                   


The following are the meeting dates and times for the current Professional Study Groups. Please contact the coordinator for more information.  Visiting members please inform the group of your attendence in advance.

  

 

Northeast: Elizabeth Bowman & David Onega, JD
Elizabeth.bowman@centricfinancialgroup.com
;
david.onega@baileycavalieri.com 

(614)824-6101; (614) 229-3200
Meets the third Tuesday of designated months at

Bon Vie Bistro (Easton Town Center)

4089 The Strand E

Columbus, OH  43219

11:30 - 1pm

 

Northwest: Walter Eckert, CPA,CVA
WEckert@remk-cpa.com
Meets the fourth Wednesday of designated months at
Lower level Conference Room
Office Scape 1
500 West Wilson Bridge Road
Worthington, OH  43085
11:30 - 1pm

 

Downtown:  Gary Vawter, CFP,MS, AEP
gary@vawterfinancial.com
 

(614)451-1002
Meets the fourth Wednesday

September thru July at

Tony’s Downtown at Corner of Beck & High St.
16 W. Beck Street
11:30 – 1pm

  

Dublin:  Jill Spradlin, CPA & Shawn Sentz, CLU, ChFC
jillspradlin@msn.com
; ssentz@sentzfinancial.com 

(614) 852-8895; (614) 718-5348
Meets the 2nd Wednesday of the month

Nationwide Building - 5100 Rings Road

Dublin, OH 43017
11:30 – 12:30pm

 

 

Learn More!  Click Here to download the PSG Flyer.

 

Click here for the PSG Registration Form!

 

Credentialed advisors interested in participating  in the Society's “Professional Study Group Program, please contact the chapter office at (614) 715-1936 or fsp@fspcolumbus.org.  For more detailed information about the Society, please visit the national website at www.financialpro.org or local chapter website at http://www.financialpro.org/columbus.