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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, PSG Chair at (614) 764-3645 or by email at  

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



Northeast Leaders:

Elizabeth Bowman 

(614) 824-6101
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 Leaders:

Walter Eckert, CPA,CVA & Ronald Mayer, CLU, ChFC, LUTCF;

(614) 336-3992; (614) 628-0809
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 Leader:

Gary Vawter, CFP,MS, AEP

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 Leaders:

Jill Spradlin, CPA & Shawn Sentz, CLU, ChFC

(740) 852-8895; (614) 718-5348
Meets the 2nd Wednesday of the month

Nationwide Building - 5100 Rings Road

Dublin, OH 43017
11:30 – 1:00pm



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  For more detailed information about the Society, please visit the national website at or local chapter website at



 Columbus Ohio Chapter - Society of Financial Service Professionals 

  PO Box 1522, Powell, OH 43065
Telephone (614) 715-1936
Fax (614) 573-7866