Past Events

Past Events for 2020

  • Economic and Market Outlook – January Chapter Meeting
  • Women’s Wine Tasting – January Networking Event


2019 Highlights

Symposium with Michael Kitces and Joseph Messinger –¬†September 19th¬†
We were thrilled to have Michael Kitces as our keynote for our symposium. Michael presented on Behavioral Finance, the Future of Financial Planning in a Digital Age, and had an hour-long audience Q&A. This event was so well received that the only complaint was that Michael’s Q&A was too short! Closing out the afternoon sessions was local favorite Joseph Messinger presenting on College Funding Advice. Nearly 200 in attendance enjoyed this event.

Joint Happy Hour with CFA Society – November 7th
Supporters of FPA joined in networking with supporters of CFA in a joint Happy Hour at Hoppin Vines in Kenwood. About 50 in attendance gained valuable contacts in the industry, chose from the vast variety of Hoppin Vines’ beer on tap selection, and played Duckpin Bowling! The event was such a success that some attendees stayed hours after the event ended!

Past Events for 2019

  • Economic and Market Outlook – February Chapter Meeting
  • Social Security: With You Through Life’s Journey – March Chapter Meeting
  • NexGen Happy Hour at MadTree Brewery – May Networking Event
  • The 411 on Ohio’s 529 College Savings Plan – May Chapter Meeting
  • Happy Hour at Municipal Brew Works – June Networking Event
  • Traditional VA vs. IOVA: An In-depth Analysis – June Chapter Meeting
  • Retirement Decisions for Public Employees of Ohio – July Chapter Meeting
  • Mastering First Impressions/Succession Planning – August Chapter Meeting (double topic)
  • Symposium with Michael Kitces and Joseph Messinger – September Special Event
  • Tax Update – October Chapter Meeting
  • Joint Happy Hour with CFA Society of Cincinnati at Hoppin Vines – November Networking Event
  • Housing and Economic Chartbook – November Chapter Meeting