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:

 

Ronald F. Mayer, ChFC, CLU, LUTCF, AIF®, PSG Chair at 614-505-6573  or by email at ronald.mayer@lpl.com
                    


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.

  

 

Northwest Leaders:

Walter Eckert, CPA,CVA & Ronald Mayer, CLU, ChFC, LUTCF
WEckert@remk-cpa.com; ronald.mayer@lpl.com

(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

  

PLEASE Add to your calendars NOW so we will have good attendance in the FALL.
             Only two reasons to miss one of OUR meetings:  You are on vacation or attending your own funeral
                   
 
October 22nd:  Tom Wyatt: Retirement Planning and how to  survive a DOL Audit
 
November 19th (NOT 26th):  Walt Eckert, CPA: “What we know“ planning for 2014 and 2015 plus preparing for an IRS Audit
 
December 17th (NOT 24th):   LUNCH at J. Liu - Worthington
 
January 28th:  Bill Alsnauer: Risk Management from the P & C World
 
February 25th:  Natalie Murch: LTC update with Joe Reilly
 
March 25th:  Victoria McCoy: Health Care Update and how to survive a DOL Audit
 
April 22nd:  Clients with declining mental capacity
 
May 27th:  Social Security

 

June 24th:  LUNCH at J. Liu, Worthington

 

Downtown Leader:

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

(614)451-1002
Meets the fourth Wednesday

September thru July at

Bravo Restuarant at Lennox Town Center
1803 Olentangy River Road, Columbus, OH 43212
11:30 – 1pm

  

Dublin Leaders:

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

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

Nationwide Building - 5100 Rings Road

Dublin, OH 43017
8:00am – 9:00am

 

 

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.

 

 


 Columbus Ohio Chapter - Society of Financial Service Professionals 

  PO Box 1522, Powell, OH 43065
Telephone (614) 715-1936
Fax (614) 573-7866
E-Mail: fsp@fspcolumbus.org

THANK YOU

To Our

Annual Chapter Sponsors



 


 

 

W. Jeff Martin, CLU, ChFC

Brokerage Director - Cincinnati 

 


 

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