Details
September 19, 2019
FPA Central Ohio presents Mini-Symposium
Featuring Derek Tharp, Ph.D., CFP®, CLU®
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
Register now for FPA of Central Ohio’s
2019 Mini-Symposium
Thursday, September 19, 11:45am - 6pm
Fawcett Center, 2400 Olentangy River Rd, Columbus, OH 43210
11:45am – 12:15pm
|
Registration
|
12:05pm – 12:15pm
|
Welcome and Lunch Sponsor Message
|
12:15pm – 1:15pm
|
Lunch Presentation - How Earnings Growth Throughout the Lifecycle Impacts Savings Strategies – Derek Tharp, Ph.D., CFP® – Kitces.com
Presentation Materials
CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Approved
|
1:15pm – 1:30pm
|
Networking and Break
|
1:30pm – 2:30pm
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Social Security Claiming Strategies – Dennis Heywood – Social Security Solutions, LLC
Presentation Materials-Handouts - Heywood
CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Approved
|
2:30pm – 3:30pm
|
Medicare Fundamentals – Kerry Quick – Seniority Benefit Group Please contact speaker regarding presentation materials.
CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Approved
|
3:30pm – 4:00pm
|
Networking and Break w/ Refreshments
|
4:00pm – 5:00pm
|
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies –Derek Tharp, Ph.D., CFP® – Kitces.com
Presentation Materials
CFP CE - 1 hour Granted Ohio Insurance CE - 1 hour Approved
|
5:00pm – 6:00pm
|
Happy Hour Reception and Raffles
|
Thank you to our Sponsors:
Mini-Symposium Sponsors/Exhibitors
Afternoon Break Sponsors:
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09/19/2019
09/19/2019
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FPA Central Ohio presents Mini-Symposium
Register now for FPA of Central Ohio’s 2019 Mini-Symposium
Thursday, September 19, 11:45am - 6pm
Fawcett Center, 2400 Olentangy River Rd, Columbus, OH 43210
11:45am – 12:15pm
Registration
12:05pm – 12:15pm
Welcome and Lunch Sponsor Message
12:15pm – 1:15pm
Lunch Presentation - How Earnings Growth Throughout the Lifecycle Impacts Savings Strategies – Derek Tharp, Ph.D., CFP® – Kitces.com
Presentation Materials
CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved
1:15pm – 1:30pm
Networking and Break
1:30pm – 2:30pm
Social Security Claiming Strategies – Dennis Heywood – Social Security Solutions, LLC
Presentation Materials-Handouts - Heywood
CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved
2:30pm – 3:30pm
Medicare Fundamentals – Kerry Quick – Seniority Benefit GroupPlease contact speaker regarding presentation materials.
CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved
3:30pm – 4:00pm
Networking and Break w/ Refreshments
4:00pm – 5:00pm
How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies –Derek Tharp, Ph.D., CFP® – Kitces.com
Presentation Materials
CFP CE - 1 hour GrantedOhio Insurance CE - 1 hour Approved
5:00pm – 6:00pm
Happy Hour Reception and Raffles
Attendees
Thank you to our Sponsors:
Mini-Symposium Sponsors/Exhibitors
Afternoon Break Sponsors:
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210