In our effort to serve and inspire those who deliver, support and need financial planning, the FPA of Central Ohio offer a Continuing Education Symposium every two years.  Our most recent Symposium was a huge success with many sponsors and outstanding speakers, we were able to offer a full day of educational programming and networking opportunities.  Our next Symposium will be in September 2014.  We hope you will join us then.

Listed below are the program details:

Tuesday, September 18, 2012

7:30-8:15 am - Registration and Continental Breakfast

8:15-8:30 am - Opening Remarks - Shawn Ballinger, CFP, FPA of Central Ohio Chapter President

8:30-9:30 am - Suzette Rothberg, CFP, American Funds - A Tale of Two Minds - 1 hour CFP & OH Ins. CE

9:30-9:50 am - An Update from Capitol Hill presented by Financial Services Committee member, Congressman Steve Stivers

9:50-10:00 am - Break

10:00 am-12:00 pm - Breakout Sessions

• Breakout 1 - Heidi LeMieur, Columbia Funds - Retirement Resources Guide (10 hours CE offered to qualified test takers)
• Breakout 2 - Includes two one hour sessions
  • Part 1:  Casey McCarthy, American Century - The Practice Building Trifecta
  • Part 2:  Michael Kitces, Pinnacle - Modern Portfolio Theory 2.0 - 1 hour CFP  & OH Ins. CE
    

12:00-1:00 pm - Lunch

1:00-2:15 pm - Craig Zablocki - The Business of Laughter: Using Humor in the Workplace

2:15-3:15 pm - Breakout Sessions

• Breakout 1 - Jim Johnson, Allianz - Tax Efficient Strategies in Retirement
  
• Breakout 2 - Maura Scherer, Invesco Van Kampen Consulting - Rainmaker: Building Strategic Relationships
• Breakout 3 - Michael Kitces, Pinnacle - Social Security Planning for Couples - 1 hour CFP & OH Ins. CE
  

3:15-3:30 pm - Break

3:30-5:00 pm - Mutual Fund Panel: Opportunities in the Financial Markets - 1 hr CFP CE - moderated by Robert Keidan, CFP with panelists:

• Jeffrey Given, CFA, John Hancock Asset Management
• Todd Herget, Columbia Management
• Michael Lippert, CFA, JD, Baron Funds
  

5:00-5:15 pm - Closing Remarks

5:15pm - Happy Hour

Location:
The Fawcett Center
at The Ohio State University
2400 Olentangy River Road
Columbus, OH  43210