Events Calendar

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Past Events

October 2024

August 2024

August 13, 2024
7:30AM - 8:45AM EST

FPA Central Ohio Presents Social Security

Fawcett Center

June 2024

May 2024

May 6, 2024
8:15AM - 9:15AM EST

FPA Central Ohio Presents Non-Wage Compensation (Stock Options)

Fawcett Center

April 2024

April 2, 2024
8:15AM - 9:15AM EST

FPA Central Ohio Presents ROI of College

Fawcett Center

March 2024

March 5, 2024
8:15AM - 9:15AM EST

FPA Central Ohio Presents Veteran Benefits

Fawcett Center

February 2024

December 2023

December 12, 2023
4:00PM - 6:00PM

FPA Central Ohio presents Estate Planning and Charitable Giving

and Holiday Networking Reception

Fawcett Center

November 2023

November 14, 2023
8:00AM - 9:15AM

FPA Central Ohio Presents 2023 Tax Update

October 2023

October 9 (1:00PM) - 10 (5:00PM), 2023

FPA All-Ohio Symposium

Hilton Polaris, 8700 Lyra Dr, Columbus

September 2023

September 12, 2023
8:00AM - 9:15AM

FPA Central Ohio presents Healthcare in Retirement

presented by Kerry Quick

Fawcett Center

August 2023

August 8, 2023
8:00AM - 9:15AM

FPA Central Ohio presents Getting Clients to Prepare for Life After Business

Presented by Isaiah Stidham, Featured Platinum Partner Charles Schwab

Fawcett Center

July 2023

June 2023

June 13, 2023
8:00AM - 9:15AM

FPA Central Ohio presents Including Alternative Assets in Portfolios in 2023

presented by Francis Chu, CFA

Fawcett Center

May 2023

May 9, 2023
8:00AM - 9:15AM

FPA Central Ohio presents Effective Ways to Remain Top-of-Mind with Clients

Presented by Paul Kingsman

Fawcett Center

April 2023

March 2023

March 14, 2023
11:30AM - 1:00PM

FPA Central Ohio presents Better Pension Design

Presented by Judd Depew, Featured Platinum Partner First Trust Advisors

Fawcett Center

February 2023

February 14, 2023
8:00AM - 9:15AM

FPA Central Ohio presents FAFSA Changes that Will Impact Clients

Presented by Cozy Wittman, featured Platinum Partner Palladium Group

Fawcett Center

January 2023

January 10, 2023
11:30AM - 1:00PM

FPA Central Ohio presents Addressing Investment Headlines & Macro Trends Lunch program

Presented by Kevin Green

Fawcett Center

December 2022

December 12 - 14, 2022

FPA Annual Conference 2022

Seattle, WA

December 6, 2022
4:00PM - 6:00PM

FPA Central Ohio presents How to 5X your growth (hint: it’s not what you think)

and Holiday Networking Reception

Fawcett Center

November 2022

November 9 (3:00PM) - 10 (5:00PM), 2022

FPA All-Ohio Symposium

Hyatt Regency Columbus

October 2022

October 18, 2022
8:00AM - 9:10AM

FPA Central Ohio presents Tax Planning During Volatile Times

Fawcett Center

September 2022

August 2022

August 9, 2022
8:00AM - 9:15AM

FPA Central Ohio presents STRS Ohio Update

Featured Platinum Partner - Fingarde

Fawcett Center

June 2022

June 14, 2022
4:30PM - 8:00PM

CFA Society Columbus presents Sustainability in Real Assets Investing

Westin Great Southern Hotel, 310 S. High, Columbus, OH 43215

May 2022

April 2022

March 2022

March 8, 2022
11:30AM - 1:00PM

FPA Central Ohio presents Alternative Credit- Understanding the Asset Class

Lunch Meeting

Fawcett Center

February 2022

February 8, 2022
8:00AM - 10:00AM

FPA Central Ohio presents Estate Planning for Non-Traditional Marriages and Relationships

presented by Amanda M. Strausbaugh, Esq

via Zoom

January 2022

December 2021

December 14, 2021
3:45PM - 5:45PM

FPA Central Ohio presents Nonqualified Deferred Compensation Plans

Fawcett Center and via Zoom

November 2021

November 9, 2021
7:45AM - 9:15AM

FPA Central Ohio presents Planning for Retirement and the Impact of Divorce

Presented by Amy Kelly, CDFA®, CFP®

Fawcett Center

October 2021

October 12, 2021
7:45AM - 9:15AM

FPA Central Ohio presents LTC Insurance Update

presented by Natalie Murch, LTC Choices

Fawcett Center

September 2021

September 29, 2021

FPA Ohio Advocacy Day 2021

September 1, 2021
7:00AM - 12:15PM

FPA Annual Conference 2021

Greater Columbus Convention Center, 400 N High St, Columbus, OH 43215

August 2021

August 10, 2021
7:45AM - 9:15AM

FPA Central Ohio presents An Overview of MEPs and PEPs

Presented by George Schein, JD

Marriott Columbus University Area, 3100 Olentangy River Rd, Columbus, OH

June 2021

June 8, 2021
7:45AM - 9:15AM

FPA Central Ohio presents What you need to know about the process of selling a business

Presented by Michael Butler and Josh Curtis

Fawcett Center

May 2021

May 11, 2021
11:30AM - 5:30PM

FPA Central Ohio presents MIni-Symposium

Marriott Columbus University Area, 3100 Olentangy River Rd, Columbus, OH 4320

April 2021

April 20, 2021
9:00AM - 10:15AM

FPA Central Ohio presents Valuing and Maximizing Hard-to-Value Assets

Presented by Heather Follmer & Amelia Jeffers

via Zoom

March 2021

March 9, 2021
9:00AM - 10:15AM

FPA Central Ohio presents Crypto, Blockchain, Why it Matters, and Things to Know as a Financial Advisor

presented by W. Phil Ratcliff, rebel Financial

via Zoom

February 2021

February 9, 2021
9:00AM - 10:15AM

FPA Central Ohio presents State Teacher Retirement System (STRS) Ohio - Present & Future

presented by Gary Russell

via Zoom

January 2021

January 12, 2021
9:00AM - 10:15AM

FPA Central Ohio presents Making the Jump A Planner's Toolkit for Advising Clients on Self-Employment

presented by Kevin R. Clark CFP®, CIMA EA &Michael P. Duffy

via Zoom

December 2020

December 8, 2020
9:00AM - 10:30AM

FPA Central Ohio presents Charitable Giving Solutions Panel Discussion

Loren Brown of the Catholic Foundation, Joel Marcovitch of Jewish Columbus Foundation, Lisa Jolley, J.D., CAP® of the Columbus Foundation

via zoom

November 2020

November 12, 2020

FPA Central Ohio Symposium 2020

Keynote Speaker: Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL

via Zoom

October 2020

October 13, 2020
9:00AM - 10:15AM

FPA Central Ohio presents Changing the Approach to College Funding Advice

presented by Joe Messinger, CFP®, ChFC®, CLU®

via Zoom

September 2020

September 15, 2020
9:00AM - 10:15AM

FPA Central Ohio presents Personal Insurance: A deep dive into Affluent Asset Protection

presented by Aryn Bates, CPRIA/ Overmyer Hall Associates  

via Zoom

August 2020

August 11, 2020
9:00AM - 10:15AM

FPA Central Ohio presents Qualified Opportunity Zones

presented by Kazim F. Unalan, CPA, CEPA and Azra Nakicevic, CPA from GBQ 

via Zoom

July 2020

July 14, 2020
9:00AM - 10:15AM

FPA Central Ohio presents 401k Plan Transparency

presented by Deb Boiarsky

via Zoom

June 2020

June 23, 2020
9:00AM - 10:15AM

VIRTUAL Meeting - FPA Central Ohio presents Understanding and Unpacking the details of Social Security

presented by Heather Dulle, Protective Life

via Zoom

May 2020

May 19, 2020
9:00AM - 9:50AM

VIRTUAL Meeting - FPA Central Ohio presents MEWAs & Group Health Insurance Alternatives

presented by Ronald S. Mooney, RHK Group

via Zoom

April 2020

March 2020

March 10, 2020
7:45AM - 9:15AM

FPA Central Ohio presents Education Today for Retirement Tomorrow

presented by Kevin Blann, Educator at OPERS

Fawcett Center

February 2020

February 18, 2020
11:30AM - 1:30PM

FPA Central Ohio presents Economic Outlook: Where Do We Go from Here?

presented by Dr. David Altig, Atlanta Fed Reserve Board

Fawcett Center

January 2020

January 14, 2020
11:45AM - 1:15PM

FPA Central Ohio presents Residential Options & Services for Older Adults - LUNCH program

presented by Matt Kehlmeier and Tiffany Affolter

Fawcett Center

December 2019

December 10, 2019
3:45PM - 6:00PM

FPA Central Ohio December Meeting & Holiday Networking Reception

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

November 2019

November 12, 2019
7:45AM - 9:30AM

FPA Central Ohio presents Evolution of Corporate Credit

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

October 2019

October 10, 2019
11:30AM - 5:30PM

FPA Central Ohio presents Sporting Clays Event - Thursday

Blackwing Shooting Center, Delaware

October 8, 2019
7:45AM - 9:30AM

FPA Central Ohio presents Key Components of Disability Risk Mitigation

presented by Jonathan Dannemiller, , ChFC®, CLU®, AEP®

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

October 4, 2019
11:30AM - 5:30PM

FPA Central Ohio presents Sporting Clays Event - Friday

Blackwing Shooting Center, Delaware

September 2019

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

August 2019

August 13, 2019
7:45AM - 9:30AM

FPA Central Ohio presents Succeeding with Succession for Your Clients & Yourself

presented by Ralph Antolino, Jr., JD, CHFC, CLU

ALUMNI ROOM, Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

June 2019

June 11, 2019
7:45AM - 9:30AM

FPA Central Ohio presents Constructing an Alternative Allocation

presented by R. Scott Henderson, CFA, CIMA®, CMFC

May 2019

May 21 (4:05PM) - 22 (4:00PM), 2019

FPA Ohio Advocacy Day 2019

May 14, 2019
7:45AM - 9:30AM

FPA Central Ohio presents Recent Developments in Estate Planning and Elder Law

presented by Matthew Gibson, JD

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

April 2019

April 16, 2019
7:45AM - 10:00AM

FPA Central Ohio presents Blockchain and Cryptocurrencies

Immediately followed by Members' Only OneFPA Initiative Town Hall Meeting

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

March 2019

March 12, 2019
7:45AM - 9:30AM

FPA Central Ohio presents Key Factors Impacting Financial Fit in College Planning

presented by Amber Gildsdorf

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

February 2019

February 12, 2019
7:45AM - 9:30AM

FPA Central Ohio presents US Equities: A Review of 2018 & Preview for 2019

presented by Matthew Stadelman, CFA

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

January 2019

January 24, 2019
11:30AM - 1:30PM

FPA Central Ohio presents A New Perspective on Retirement Income Planning

presented by Michael Finke, Ph.D, CFP®

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

December 2018

December 11, 2018
3:45PM - 6:15PM

FPA Central Ohio presents Ways to Utilize Trusts for Family Planning

& Holiday Networking

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

November 2018

November 13, 2018
7:45AM - 9:15AM

FPA Central Ohio presents Updates in Long-term Care Medicaid

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

October 2018

October 25, 2018

FPA Central Ohio Symposium

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

October 5, 2018
1:00PM - 5:30PM

FPA presents Sporting Clays Event

Black Wing Shooting Center

September 2018

September 11, 2018
7:45AM - 9:15AM

FPA Central Ohio presents Military Benefits:The New Blended Retirement System

presented by James Atkinson, CFP®,AIF®, MPAS

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

August 2018

August 14, 2018
7:45AM - 9:15AM

FPA Central Ohio presents The Future of Healthcare May Be Brighter Than You Think

presented by Gregg Mann

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

July 2018

July 30, 2018
6:45PM - 9:00PM

FPA Central Ohio Member's Only Event

Columbus Clippers Dime-a-dog Night

Columbus Clippers Huniington Park

June 2018

June 12, 2018
7:45AM - 9:15AM

FPA Central Ohio presents Divorce Planning

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

May 2018

May 8, 2018
7:45AM - 9:45AM

FPA Central Ohio presents Student Debt Management

presented by Heather Jarvis

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

April 2018

April 17, 2018
7:45AM - 9:15AM

FPA Central Ohio presents Social Security: Advanced Concepts & Planning

presented by Adria Rosebrock, CFP, NSSA

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

March 2018

March 13, 2018
7:45AM - 9:15AM

FPA Central Ohio presents Avoiding Common Annuity Mistakes

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

February 2018

February 13, 2018
7:45AM - 9:15AM

FPA Central Ohio presents Overview of Executive Compensation & Tax Implications

presented by Scott Eichar, CPA, CFP

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

January 2018

January 9, 2018
11:45AM - 1:15PM

FPA Central Ohio presents The Economics of Innovation in 2018

presented by Abdur Nimeri, Ph.D.

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

December 2017

December 12, 2017
3:45PM - 6:15PM

Qualified Longevity Annuity Contracts (QLACs)

& Holiday Networking

Fawcett Center

November 2017

November 14, 2017
7:45AM - 9:15AM

Special Needs Trusts and Ohio’s STABLE Account

Special Needs Trusts and Ohio’s STABLE Account

October 2017

October 17, 2017
11:45AM - 6:00PM

FPA Central Ohio Mini-Symposium 2017

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

September 2017

September 12, 2017
7:45AM - 9:45AM

End of Life Advanced Funeral Planning

Fawcett Center

August 2017

August 8, 2017
7:30AM - 9:15AM

Medicare Fundamentals

presented by Kerry Quick

Fawcett Center

July 2017

July 11, 2017
1:00PM - 5:30PM

FPA presents Sporting Clays Event

Black Wing Shooting Center

June 2017

June 13, 2017
7:30AM - 9:15AM

Attracting Minority Clients & Advisors

presented by Kenneth White, Jr.

Fawcett Center

May 2017

May 9, 2017
7:30AM - 9:15AM

LTCi in 2017 and Beyond

presented by Natalie Murch, CLTC, ChFC

Fawcett Center

April 2017

April 18, 2017
7:30AM - 9:15AM

Do Your Client's Investments Align with Their Values?

presented by Abdur Nimeri

Fawcett Center

March 2017

March 14, 2017
7:30AM - 9:15AM

What Women Want

presented by Maria Quinn

Fawcett Center

February 2017

February 14, 2017
7:30AM - 9:30AM

Home and Auto Insurance: Is there a difference and why do I care?

presented by Greg Overmyer, CPCU

Fawcett Center

January 2017

January 17, 2017
11:30AM - 1:30PM

The Columbus Economy in 2017

presented by Bill LaFayette, Ph.D.

Fawcett Center

December 2016

December 13, 2016
3:45PM - 6:00PM

Communicating Investment Principles & Holiday Afternoon Reception

presented by Christian Newton

Fawcett Center - Columbus, OH

November 2016