Chapter Meetings/Events

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Cincinnati Chapter Meeting

Tuesday, August 22, 2017
11:00am – 1:00pm

Rookwood Tower

3805 Edwards Road
3rd Floor Conference Room
Cincinnati, OH 45209

Gary Wagner, PhD

National and Regional Economic Update

Gary Wagner, Vice-President and Senior Regional Officer of the Cincinnati Branch Office at the Federal Reserve Bank of Cleveland, will provide an in-depth look at economic trends both in the region and in the U.S. more broadly. This economic outlook presentation will feature information on labor market trends, personal spending and consumer borrowing, household income growth, as well as information on monetary policy. The presentation will include information on GDP growth, employment trends, general labor market conditions, and projections for monetary policy.

Click here to register!

Fall Symposium

The FPA Symposium is the premiere professional educational event in the Ohio Valley providing Financial Planners, Insurance Producers, Financial Professionals, Attorneys, and CPAs professional continuing education.  CE credit for all sessions will be submitted to the credential organization for consideration and approval.  It is also a great networking and educational event for students entering the profession or young professionals early in their careers.

Friday, September 29, 2017
8:00am – 4:00pm

Miami University – West Chester
Voice of America Learning Center
7847 VOA Park Dr.
(Corner of VOA Park Dr. and Cox Rd.)
West Chester, OH 45069

$100 before August 31, 2017
$125 September 1, 2017 or later

Non Member
$150 before August 31, 2017
$175 September 1, 2017 or later


*Prices include a lunch*

Refunds: No refunds will be given after Tuesday, September 26, 2017

Tina Anstett
“So You’re a Retirement Plan Fiduciary…
Now What?”

Rob Blevins
Succession Planning/Practice Acquisition

Timothy C. Gorrell
Ohio Tuition Trust Authority
“The 411 on Ohio’s 529 College Savings Plan”

Bill Kelly
Secure Cyber Defense, LLC
“Cyber Security – Where Do You start?”

Jack Leavy
Principal Financial Group
“Primary Uses of Deferred Compensation”

John Nersesian
“Year End Tax Planning for 2017”

Ron Rhoades, JD, CFP
WKU Financial Planning Program
“IRA Rollovers Under Scrutiny”

Up to 6 hours of CE Credit Pending Approval for KY Insurance, Ohio Insurance, CFP, CPA.

2 hours CFP Ethics (this is a self study webinar course – a link will be sent after the symposium and will not expire until December 31, 2017)

Full Agenda Coming Soon! Don’t miss out on this GREAT value for your time!


Cincinnati Chapter Meeting Dates Dayton Chapter Meeting Dates
Wednesday, November 29, 2017 Tuesday, October 17, 2017