Past Events

2016 Financial Planning Day

Image 3 - audience_meganFPA of Southwestern Ohio, in conjunction with FPA’s nationwide network of local chapters, sponsored a series of community events aimed at helping Americans discover the value of financial planning. “Financial Planning Day,” held on October 8th at the Public Library of Cincinnati and Hamilton County gave underserved residents an opportunity to meet one-on-one with dozens of highly qualified CERTIFIED FINANCIAL PLANNER professionals. They were able to discuss their personal finance questions, concerns and interests through both a free private consultation and a series of informative classroom workshops.

We had a total of 42 guests from the greater Cincinnati area attend and also several walk-ins. After the event, numerous attendees came up to me to sincerely thank us for the valuable information and especially were grateful for their unlimited time with the expert Certified Financial Planners to discuss their personal and family financial concerns. They humbly recognize they are the underserved and normally would not have access to such qualified advice and could not have shown any more appreciation for our services. What the attendees loved most was that the counseling was no strings attached – the CFP’s did not solicit business during or after the event, but rather simply offered that the guest could contact them if they needed further assistance.

Image 8_SS tableI would like to personally thank all of our volunteers: Christopher McLaren, Henrietta Nye, Kurtis Polacek, Deanna Purvis, Erin Savage-Weaver, Bill Schretter, Margaret Singer, Janet Steinke, Walter Wilson, Matthew Yung and the entire FPASWO board of directors.

And, a special thank you to our volunteer speakers who gave such outstanding presentations to the public: Michael Armstrong, David Dalton, Neil Gartner, Ali Khodadad and Seth Priestle. The presentation topics included: “Developing a Personal Spending Plan,” “Estate Planning: What Everybody Needs to Know” and “Taking Control of Your Finances.”

Financial Planning Days was a complete success for us this year. However, I know we can always make it bigger and better and reach more of the underserved in the future. So, I sincerely hope that when we offer this program again in 2018 you will consider joining our team!!

NexGen Event: Estate Planning 101 – March 9, 2016


Cincinnati Estate Planning Attorney Elliott Stapleton provides visual summaries of an Ohio Will, Trust, Power of Attorney, and Living Will. Click here to view his video presentation

Cincinnati Chapter Meeting – November 9, 2015

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Cincinnati Chapter Meeting – June 9, 2015

Click here to view Sue Denny’s presentation

Click here to view pictures from the meeting