We typically hold about 9 chapter meetings a year with some added special events all over Southwestern Ohio. This year we have added a new provision for our Dayton area members: our chapter meetings will have a simulcast at a Dayton location!
-generally include 1hr CE for CFP, Ohio and Kentucky Insurance
-FREE for members and $35 for nonmembers (unless otherwise noted)
-provide excellent networking opportunities
-cover a wide range of topics trending in the Financial Planning Field
Monthly Member Happy Hours
-held the 1st Wednesday of every month at varying locations
-great way to get to know and learn from fellow colleagues in an informal setting
-happy hours/networking events
-pro bono opportunities
-symposiums & mini-symposiums
-live ethics programs
-self-study ethics programs
Email us at firstname.lastname@example.org to be added to our weekly e-blast list.