Chapter Meetings/Events



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Cincinnati Chapter Meeting

STRS Ohio Retirement Benefits
Presenter: Mark Rubeck

Mark Rubeck has been counseling STRS Ohio members about retirement benefits since 1993 and has a wealth of knowledge on the subject. In this program he will delve into each STRS Ohio retirement plan: the Defined Benefit Plan, Defined Contribution Plan, and the Combined Plan. He will discuss how each plan works, any benefits available while teaching, retirement eligibility, benefits while retired, and account withdrawl. Mark will also discuss how to manage your account and stay informed.

Approved for 1hr CE for CFP
Pending Approval for 1hr CE for OH Insurance

Date:
Wednesday, November 29, 2017

Time:
11:00am – 1:00pm

Location:
Rookwood Tower
3805 Edwards Road
3rd Floor Conference Room
Cincinnati, OH 45209
Cost:
Members – No Charge

Non Members – $35
Non Member Students – $10

Reminder: Members must cancel by Friday, November 24th or they will incur a $15 charge.

REGISTER HERE


 Dayton Chapter Meeting
Not Your Typical Tax Update – What are you missing?
Presenter: William T. Vasil CPA, CFP, MAcc
This program will utilize case studies to illustrate tax saving strategies that are often overlooked with clients.   The speaker will outline the steps necessary to efficiently and effectively implement the strategies while avoiding common pitfalls.  Topics covered will include Ohio joint filing credit planning, recent state tax residency developments, alternative minimum tax stock option planning, itemized deduction phaseout considerations, Roth conversion opportunities, and Ohio municipality days-out planning.
Approved for 1hr CE for CFP & OH Insurance
Date:
Tuesday, November 14, 2017
Time:
3:00pm – 5:00pm
****New Location!****
Enterprise Place
Sinclair Applied Technology Center
10100 Innovation Drive
Suite 310
Miamisburg, OH 45342
Cost:
Members – No Charge

Non Members – $35
Non Member Students – $10

Reminder: Members must cancel by Thursday, November 9th at noon or they will incur a $15 charge.

 


 

2018 Dates Coming Soon!