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 firstname.lastname@example.org
Northeast: Elizabeth Bowman & David Onega, JD
(614)824-6101; (614) 229-3200
Northwest: Walter Eckert, CPA,CVA
Downtown: Gary Vawter, CFP,MS, AEP
(614) 852-8895; (614) 718-5348
Dublin, OH 43017
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 email@example.com. 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.