Details
June 4, 2024
8:15AM - 9:15AM EST
FPA Central Ohio Presents Financial Planning for Newly Widowed Clients
Fawcett Center
Tuesday, June 4, 2024 at 8:15AM
presented by
Chris Bentley, MBA, CFP®, CRPC®, CLU®, BFA
Wings for Widows
Chris is a graduate of the U.S. Naval Academy and a navy veteran. After a decade with Pepsi and Coca Cola, Chris turned his attention to the financial services industry. After a career as a CERTIFIED FINANCIAL PLANNER™ professional with a full-service advisory and wealth management practice with Ameriprise Financial in the Twin Cities, Chris retired in June 2022 to lead Wings for Widows into the future.
As a financial advisor, Chris helped many clients put their financial house in order after the loss of a loved one. After working with Liane Laurion, widowed in 2017, and hearing about how many women like her were struggling after losing their spouses, Chris realized he could do more and founded Wings for Widows in 2018. (Read Our Story)
Chris has considerable experience with public charities. He was a board member with Make-A-Wish Foundation of Minnesota for three years and an officer with the Minnesota Chapter of the U.S. Naval Academy Alumni Association for more than eight years. For almost two decades he has given back to his community through other charitable organizations including PEASE Academy, Mobility Worldwide, Fraser, Pinky Swear, Cornerstone, Feed My Starving Children, and 360 Communities.
In his spare time, Chris enjoys traveling, music, cycling, boating and sailing, and time with his wife Susie, his large family, and friends.
Please stay tuned for more information!
Tuesday, June 4, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Parking Pass will be emailed to all registrants the day prior to the meeting.
FPA Members - $30
Student Members - No charge!
Season Pass Holders - No charge!
Non-members/Guests* - $50
Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
CFP and ODI CE are currently pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on June 3, we cannot guarantee availability after that date. Cancellations accepted up until NOON on June 3, after that no refunds or credits will be given.
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06/04/2024 08:15 AM
06/04/2024 09:15 AM
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FPA Central Ohio Presents Financial Planning for Newly Widowed Clients
Tuesday, June 4, 2024 at 8:15AM
presented by
Chris Bentley, MBA, CFP®, CRPC®, CLU®, BFA
Wings for Widows
Chris is a graduate of the U.S. Naval Academy and a navy veteran. After a decade with Pepsi and Coca Cola, Chris turned his attention to the financial services industry. After a career as a CERTIFIED FINANCIAL PLANNER™ professional with a full-service advisory and wealth management practice with Ameriprise Financial in the Twin Cities, Chris retired in June 2022 to lead Wings for Widows into the future.
As a financial advisor, Chris helped many clients put their financial house in order after the loss of a loved one. After working with Liane Laurion, widowed in 2017, and hearing about how many women like her were struggling after losing their spouses, Chris realized he could do more and founded Wings for Widows in 2018. (Read Our Story)
Chris has considerable experience with public charities. He was a board member with Make-A-Wish Foundation of Minnesota for three years and an officer with the Minnesota Chapter of the U.S. Naval Academy Alumni Association for more than eight years. For almost two decades he has given back to his community through other charitable organizations including PEASE Academy, Mobility Worldwide, Fraser, Pinky Swear, Cornerstone, Feed My Starving Children, and 360 Communities.
In his spare time, Chris enjoys traveling, music, cycling, boating and sailing, and time with his wife Susie, his large family, and friends.
Please stay tuned for more information!
Tuesday, June 4, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Parking Pass will be emailed to all registrants the day prior to the meeting.
FPA Members - $30Student Members - No charge!Season Pass Holders - No charge!Non-members/Guests* - $50Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
CFP and ODI CE are currently pending. Please arrive prior to 7:45 AM to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on June 3, we cannot guarantee availability after that date. Cancellations accepted up until NOON on June 3, after that no refunds or credits will be given.
Thank you to our Annual Partners!
Fawcett Center
