2014 Upcoming FPA Central Ohio Programs

Tuesday, April 8, 2014

 

Succession Planning

ABOUT THE PROGRAM:

Rob Blevins, a local consultant specializing in recruiting and negotiating for financial advisors and firms nationwide, will discuss essential concepts of succession planning to help you preserve and maximize the value of your practice.  He will cover topics such as the latest trends in practice valuation, conducting proper due diligence, how to negotiate effectively, and common pitfalls to avoid-all in an effort to help financial planners achieve a smooth transition coming and going.

According to Cerulli Associates, less than two-thirds of advisors have an adequate succession plan in place.  This session aims to achieve a higher proportion of better-prepared planners in Central Ohio.

 

ABOUT THE SPEAKER:

Rob Blevins, Rowlette

An executive search and consulting professional specializing in recruiting, negotiations and systems development for full-service retail and institutional Financial Advisors and firms nationwide.  

In 1999, Rob began his career with Rowlette, Inc.  He learned early on that he had a gift for bringing people and opportunities together and quickly earned the complete trust of his clients.  He has a very honest, professional approach to the business which has elevated him into an industry leader position.  To Rob, integrity is everything.  He was promoted to Managing Director of Rowlette in 2005 and became President in 2007 when he and his brother, Ryan, acquired the company.

7:30am - 8:00am - Registration

8:00am - 9:10am - CE Program

Location:

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

Click here to print Fawcett Center Parking Pass 2014 - 2nd Quarter

Member: $25/Non-Member: $50

Season Pass Holders: free!

CE Credits:

1 hour OH Insurance CE credits: Applied

1 hour of CFP CE credits: Applied

 

 

FPA of Central Ohio 2014 Calendar of Events

January 14  

Economic & Real Estate Outlook, Ethan Russman

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
February 11

Planning for Same Sex Couples in Light of Windsor, Russel Kessler

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
March 11

State Teachers Retirement System, Gary Russell

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
April 8 Succession Planning, Rob Blevins
  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
May 13

State Residency Planning, Tom Zaino

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
June 10 Financial Planning Seminar, Michael Kitces, CFP
  7:30am - 11:00am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
July Golf Outing
  TBD
   
August 12

Active vs. Passive Investing, Rick Ferri

  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
September 9
Symposium 2014
  The Fawcett Center
 

2400 Olentangy River Rd.

Columbus, OH 43210

October 14 Successful Practice Management, Skip Murray
  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
November 4
Tax Update - GBQ Partners
  7:30am - 9:30am
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210
   
December 9 Behavioral Finance, Joseph Exner & Holiday Party
  3:30pm - 5:00pm 
  5:00pm - 6:30pm
  The Fawcett Center
  2400 Olentangy River Rd.
  Columbus, OH  43210

 

 

Login