See the menu to the right for events open for registration.
We typically hold about 9 chapter meetings a year with some added special events all over Southwestern Ohio. Last year we added a new provision for our Dayton area members: our chapter meetings now have a simulcast at a Dayton location!
-scheduled on the third Tuesday of every month (some exceptions apply)
-locations alternate between Rookwood and Blue Ash with Dayton simulcasts
-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
-happy hours/networking events
-workshops and field trips
-pro bono opportunities
-symposiums & mini-symposiums
-live ethics programs
-self-study ethics programs
Email us at [email protected] to be added to our weekly e-blast list.