Past Chapter Events

Dr. LaVaughn Henry - November 6, 2013

 

Click here to view Dr. Henry's presentation

Click here to view pictures from the meeting


October 17, 2013 Webinar - Stop Your Money Leaks

 

Click here to view the recorded webinar


Cincinnati Chapter Meeting - August 7, 2013

TOPIC:
What Financial Planners Should Know About Social Security

SPEAKER:
Sue Denny has been the public affairs specialist at the Social Security Administration in Cincinnati since early 2001. As the public affairs specialist, she gives hundreds of presentations a year about Social Security’s programs and benefits to the public and professionals and staffs booths at conferences and other events. She also serves as the liaison for local professionals and media in the Cincinnati area and is a regular guest on WKRC’s Simply Money, a popular drive-time radio program. Her passion is public affairs. 

Click here to see pictures from the meeting


Dayton Chapter Meeting - July 9, 2013

TOPIC:
Individual and Work-Site Long Term Care Insurance

ABOUT THE PROGRAM:
As the baby boom generation ages, the need for long term care is exponentially increasing. LTC protection is, perhaps, the most overlooked and greatest uninsured risk Americans face today. Long term care is not appropriate for everyone however, being fully educated about what LTC covers, what it costs and the statistical averages of utilization of LTC in America is. Please join us in Dayton as Andy presents the details of long term care insurance.  


Cincinnati Chapter Meeting - May 8, 2013

Click here to download pictures from the May 8 meeting at The Great American Tower

Click here to view more pictures from the May 8 meeting at The Great American Tower

May 8, 2013 Meeting Picture 2             May 8, 2013 Picture 1


Dayton Chapter Meeting - March 6, 2013

Click here to download Ed Morrow's presentation 
Click here to download Creditor Protection for IRA's document
Click here to download the Legacy Trust Article 

March 6, 2013 Dayton Meeting


Cincinnati Chapter Meeting - Feb. 5, 2013


Click here
to download Brian Peterson's presentation.


2012 Chapter Events:

CINCINNATI CHAPTER MEETING - November 14, 2012
Please click on the links below to view pictures from our November Chapter Meeting, where Dr. David Shrider spoke about Behavioral Finance.

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ELECTION PREVIEW VIRTUAL CONFERENCE - September 12, 2012
Click here to view presentation

 

CINCINNATI CHAPTER MEETING - August 7, 2012

Back by popular demand, Dr. LaVaughn Henry spoke to our membership about the economic issues of our nation and our region.


DAYTON CHAPTER MEETING - July 17, 2012

On July 17, Dr. Richard Stock  of the University of Dayton presented
the  current economic reality and his predictions  about the  future
of the Dayton economy and Southwestern Ohio. This presentation
created for the local FPA  will help us better prepare our clients for
their personal & financial life in Dayton Ohio. It shows the
importance of proper financial planning- the value of emergency
savings, living within spending plans and financial means, and saving
for the uncertainties of life. The manufacturing sector of our economy
has not recovered since 2001 and probably never will. Many of the
manufacturing jobs  are truly gone. Our clients need to prepare for a
future whose jobs require more advanced education and adoption of
technology. Local Business Owners, as employers and entrepreneurs
benefit when their financial planner knows the trends that impact the
region. Our goal is to  help our FPA members better prepare their
clients for the new realities in the region.


Get a copy of the PowerPoint here

Click on the links below to view pictures from the event.
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Click on the links below to view pictures from the April 24, 2012 Dayton Chapter Meeting

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CHAPTER MEETING - CINCINNATI, OH


DAY/DATE:
Tuesday, February 7, 2012

TOPIC:
How to Calculate What Your Practice Is Really Worth  
 
ABOUT THE PROGRAM:
SMART Concepts Group makes a consorted effort to help financial advisors to understand the importance of calculating the value of one's business by using accepted professional methods.  During the presentation SMART Concepts will review the dangers of using multiples and assigning these multiples to calculate an honest and true value of your business. 

In one hour, one will learn the differences of measuring risk and return to create a transparent calculation that will fairly represent the value of their own business.  It is important for both a buyer and seller to have a fair starting point when negotiating a merger or acquisition strategy. 

Smart Concepts will also discuss the importance of the structure of a deal as well as the valuation process. 

ABOUT THE SPEAKER:
Thomas R. Titus is CEO and Managing Partner of SMART Concepts Group, LP a consulting firm providing personalized solutions to financial advisors regarding growth strategies, entity formations, practice structure, succession planning, valuation services, bookkeeping and legal services.

Thomas has spent more than 29 years guiding financial practitioners in team structure and design, business planning, goal setting, and practice management and succession planning. His principals, tools and strategies have been developed from real-world experience and are constantly adapted to meet today's changing landscape. Thomas focus is to create repeatable sustainable growth.

Thomas also serves as a registered principal providing supervision to over 300 financial services practices. He has worked with financial advisors in transaction reviews, due diligence and risk assessment, regulatory audits, and sales agent disputes. He also assists advisors in risk mitigation and compliance issues. 

TIME:
11:15 am - 11:30 am: Registration and Networking
11:30 am - 1:00: Lunch and Presentation  

LOCATION:
Cintas Center
1624 Herald Avenue
Cincinnati, OH 45207 

FEES:
Member: FREE!
Non-Member: $25.00 


The Financial Planning Association was honored to host  Dr. LaVaughn Henry  for his annual end of the year  Economic Report  to our membership.  For our members who were unable to attend, we have provided a PDF version of the slides, but you needed to be there to get depth and insight  that only Dr. Henry can provide.  See you next year.

 

Click here to view/download Dr. Henry's presentation. (pdf file)

DAY/DATE:
Tuesday, November 15, 2011

TIME:
11:15 am - 11:30 am: Registration/Networking
11:30 am - 1:00 pm: Program begins promptly at 11:30 am!
1:00 pm - 1:30 pm: Q&A

TOPIC:
End of Year National Economic Outlook

Back by popular demand, Dr. LaVaughn Henry will speak to our membership about the economic issues of our nation and our region.  Dr. Henry's presentation last year was our most popular meeting last year.

SPEAKER:
LaVaughn M. Henry                                          
Vice President and Senior Regional Officer          
Federal Reserve Bank of Cleveland Cincinnati Branch

LaVaughn Henry is vice president and senior regional officer of the Cincinnati Branch of the Federal Reserve Bank of Cleveland. Dr. Henry is responsible for building and maintaining a strong presence and reputation for the Reserve Bank throughout central and southern Ohio and eastern Kentucky. He also has responsibility for working with key stakeholders, including the board of directors of the Cincinnati Branch, business advisory councils, depository institutions, business and civic leaders, and the public.

Prior to joining the Bank in 2009, Dr. Henry served as senior director of market economics and risk analysis at PMI Group, one of the nation's largest mortgage insurers. He previously held positions as director of regional communications at Fannie Mae and assistant regional manager for government affairs at Ford Motor Company.

Additionally, Dr. Henry has held senior economic positions with the Budget Committee of the U.S. House of Representatives, the Federal Housing Finance Agency (formerly the Office of Federal Housing Enterprise Oversight), the FDIC's Resolution Trust Corporation, and PriceWaterhouseCoopers, where he led consulting engagements with the Federal Housing Administration.

Dr. Henry holds doctoral and master's degrees in economics from Harvard University, and a bachelor's degree from Rockhurst University in Kansas City, Missouri. He is a member of the National Association for Business Economics, the American Economic Association, the International Association of Business Communicators, the Harvard Club of Cincinnati, and 100 Black Men of America.

LOCATION:
Cintas Center
1624 Herald Avenue
Cincinnati, OH 45207

FEES:
Members: FREE!
Non-Members: $25.00

RSVP BY:
Thursday, November 10, 2011

CONTINUING EDUCATION:
Ohio Department of Insurance Credits: 1.5 Hours (Pending Approval)
Kentucky Department of Insurance Credits: 1.5 Hours (Pending Approval)
Certified Financial Planner Credits: 1.5 Hours (Pending Approval)
CPA Credits: 1.5 Hours (Pending Approval)


FPA of Greater Cincinnati Continuing Education Symposium

 

Financial Planning Association of Greater Cincinnati's Annual Symposium
"Succeeding in a Fiduciary World"
A Continuing Education and Professional Networking Event

The FPA Symposium is the premiere professional educational event in the Ohio Valley providing Financial Planners, Insurance Producers, Financial Professionals, Attorneys, and CPAs potentially more then 20 hours of professional continuing education in one day.  CE credit for all sessions will be submitted to the credential organization for consideration and approval.  It is also a great networking and educational event for students entering the profession or young professionals early in their career.

DAY/DATE:
Thursday, September 22, 2011

LOCATION:
Wingate by Wyndham & Meridian Conference Center
7500 Tylers Place Boulevard
West Chester, OH 45069
(513) 777-1101


 

Common Mistakes That Small Companies Make

DAY/DATE:
Tuesday, August 16, 2011
 
ABOUT THE TOPIC:
On August 16, two highly respected professionals in the Cincinnati community presented solutions to the Common Mistakes that Small Business’s Make.  These presentations were designed to especially educate our advisors, so that they can share these ideas with their small business clients. Through these efforts, our advisors and the Tri-State area may benefit from the employment and prosperity that such small business success provides.   Somewhere in Cincinnati, in a barely lit garage, is a nascent business that may transform our region and our country, just as other Fortune 500 entrepreneurs have done.  As financial professionals, we can have a great impact on their future success as we help clients nurture and plan for it.

Click here to view Larry Grypp's Presentation
Larry Grypp
UC Goering Center
More Information - http://business.uc.edu/content/dam/business/centers/goeringcenter/docs/2010%20Goering%20Center%20booklet.pdf 

Partrick Burke, CPA
Burke & Schindler
901 Adams Crossing
Cincinnati, OH 45202
513-455-8200
More Information - http://www.burkecpa.com/

LOCATION:
Cintas Center
1624 Herald Avenue
Cincinnati, OH 45241
 
TIME:
11:15 am - 11:30 am: Registration and Networking
11:30 am - 1:00 pm: Chapter Announcements and Panel Discussion
 
FEES:
Free for Members!
$20.00 for Non-Members
  

CONTINUING EDUCATION:
1.5 hours of CFP, CPA, and Ohio and Kentucky Insurance CE credit is being applied for.

CLICK HERE FOR A COPY OF THE SPEAKERS PRESENTATION!


FPA Online Conference

On 06/10/2011, our membership attended for CE credit for an exclusive presentation covering Fiduciary Liability and Best Practices from two of the most respected authorities on the issue in the industry, Don Trone (3Ethos), and Duane Thompson (FI360).  Copies of their slide shows are attached.  No recording of the webinar is available.  To learn more about the topic, please attend our Symposium on Sept 22.   Please review their websites for all the free educational materials that can help you take your practice to the next level of production and service and prevent liability due to Fiduciary error.

Don Trone - FPA Survey of Fiduciary Standards.pdf

Duane Thompson - FI360 Fiduciary Practices.pdf

FPA Legal Substantiation for website.pdf

FPA Mini-Poster.pdf

DAY/DATE:
Friday, June 10, 2011

TIME:
1:00 pm - 2:00 pm

TOPIC:
FI360 - Introducing Fiduciary Practices in a Fiduciary World

SPEAKER:
Duane Thompson - FI360

FI360 Handbook -http://www.fi360.com/main/pdf/handbook_advisor.pdf


FPA Online Conference

TOPIC: 
Introducing the Fiduciary Field Guide to operate your business with a Fiduciary Ethos - the link between leadership behaviors, core values, and a decision-making process.

SPEAKER: 
Don Trone – 3Ethos

ABOUT THE WEBINAR:
Overview of fiduciary requirements for financial planners under law and regulation; new developments; liability issues and best practices. 

Fiduciary Ethos: Living in a Fiduciary World - download a PDF version 


Networking Event

 

DAY/DATE:
Friday, June 10, 2011

TIME:
5:30 pm - 7:00 pm

TOPIC:
FPA on Tap: Discussing the "Fiduciary Bar" at the Bar

LOCATION:
Reserved area at the Pub at the Greene [map]

WHERE: 9 Greene Blvd., Beavercreek

GCFPA buying first round of drinks and appetizers (soda, beer, wine). Members and financial professional guests welcome - please RSVP to admin@fpacinti.org


Chapter Meeting

On May 24, The Greater Cincinnati FPA hosted an exclusive panel discussion about “When Bad Things Happen to Good Clients.

The inspiration for the topic was due to an experience of a “high net worth” friend that any financial advisor would love to attract and retain who became an unemployed “technology sales expert “with subsequent bankruptcy, foreclosure, and pending divorce over three years.  His 2 financial advisors were not able to assist him and eventually did not even return his phone calls.  As a trusted advisor, it is important to be able to counsel clients through the best of times and the worst of times or at least direct them to the resources that can.

These 3 Cincinnati experts graciously shared their time and their experience as they paneled a discussion about legal issues, bankruptcy, foreclosure, mortgage modification and financial recovery.  They shared the common mistakes that clients and advisors make as they deal with such “difficult” events in life and strategies to aid in recovery.  The presentation materials and contact information is available on our website for your review and download.

Panel Experts-   Mark Godbey, JD -  www.Godbeylaw.com 
                       Nicole Stephens - www.smartmoney.org
                       Glen Monroe -  http://jfs.ohio.gov/

CLICK HERE TO DOWNLOAD THE MAY 17TH CHAPTER MEETING NOTES

DAY/DATE:
Tuesday, May 17, 2011

TIME:
11:15 - 1:00 pm

We have brought together a team of professionals and community service organizations to provide greater insight into legal and social service solutions for clients and friends suffering from adverse life events.

TOPIC:
“When Bad Things Happen to Good Clients”

Topics potentially discussed:

  • How to apply for unemployment insurance?
  • How to qualify for a home mortgage modification?
  • Application process for social security disability?
  • What happens when employers and employees have workman’s compensation issues?
  • How to fix minimize the negative impact of credit and bankruptcy issues?
  • What to do when you are sued?

PANELISTS:

  • Mark Godbey - Godbey & Associates 
  • Nicole Stephens- SmartMoney Community Services
  • Denise Becker- SuperJobs

Professional CE credit is pending.

We have brought together a team of professionals and community service organizations to provide greater insight into legal and social service solutions for clients and friends suffering from adverse life events.

RSVP to Admin@fpacinti.org


FPA Online Conference


529 Plans, College Expense and Estate Planning Webinar

Click here for a replay of the webinar

Click here for a copy of the PowerPoint presentation

DAY/DATE:  March 11, 2011   

PRESENTED BY:  The Ohio Tuition Trust Authority & Black Rock

This webinar is being provided exclusively for the members of the Greater Cincinnati FPA. Topics discussed will include:

  • Basic methods of college savings
  • Investments available in the 529 Plans
  • Performance of 529 Plans versus other States
  • The Benefits of 529 Plans for College Planning
  • How 529 Plans effect FASFA and scholarships
  • Use of 529 Plans on estate planning
  • Impact of 529 Plans on income taxation
  • Discuss the creditor protections built into 529 Plan
  • Positioning 529 Plans in an overall client portfolio  

 


 

Networking Event

 

TOPIC:  FPA On Tap

DAY/DATE:  March 11, 2011

  • Professional Networking and Conversation at Happy Hour prices 
  • First drinks and rounds of appetizers purchased by Chapter
  • Come meet your colleagues and competition in the Cincinnati area

TOPIC: Working with your Clients in the Face of the New Economy

DAY/DATE: Tuesday, February 15, 2011

ABOUT THE PROGRAM:  CLICK HERE FOR A COPY OF THE SPEAKERS PRESENTATION!
A presentation shared across the country that does a quick review of the history and future of the art and science of the financial planning profession, setting the stage for an introduction to the strategies and tactics to take your practice to the levels that clients are looking for today.  Advisors will be exposed to the principles and examples of the use of Psychometrics in the emerging field of financial psychology so that they will be better able to understand and manage the financial decision making process with their clients. This is a presentation designed to proactively improve your ability to serve the financial needs of your clients.

ABOUT THE SPEAKER:
James A. Barnash is assistant vice president, branch development, for Capital Analysts Incorporated (Capital Analysts). In this role, he leads the business development and talent acquisition areas for the firm, and he assists in providing performance enhancement and personal development coaching for high-performing professionals associated with the firm.

Prior to joining Capital Analysts, Barnash served in a variety of capacities in the financial services industry for over thirty years. Among them: independent financial planner, field leader for large broker-dealer firms, corporate executive, and consultant for practice management and practice development.

Barnash also has extensive experience in education and training. He was an adjunct faculty member for the College for Financial Planning in Denver, Colorado. He taught Certified Financial Planner® (CFP®) instructional courses at his alma mater, DePaul University. He has designed numerous training and educational courses and provided professional training in sales and financial planning for many large financial institutions in Chicago.

Active and respected in the financial planning industry, Barnash is a frequent speaker and has been very involved in the financial planning profession and its associations. He is a past president and past chair of the national Financial Planning Association board; board member and past president of the Chicago Society of the Institute of Certified Financial Planners; and recipient of the Heart of Financial Planning Award from the Financial Planning Association of Illinois.

Barnash has been recognized as a leader by top publications in the financial services industry. He was named to Investment Advisor magazine's "25 Most Influential People in Financial Planning" in 2005 and as one of Financial Planning magazine's "Movers and Shakers" in 2006.

Barnash earned a bachelor's degree in history from DePaul University. He is a member of the DePaul University College of Liberal Arts & Sciences Advisory Council, co-chairman of DePaul's Planned Giving Advisory Council, and co-chairman of the College of Liberal Arts & Sciences Campaign 2012 task force. Barnash holds a Certified Financial Planner designation.

CONTINUING EDUCATION:
Ohio Department of Insurance Credits: 1.5 Hours (Pending Approval)
Certified Financial Planner Credits: 1.5 Hours
CPA Credits: 1.5 Hours (Pending Approval)

 


 

2010 Chapter Events:

 

FPA of Greater Cincinnati Chapter Meeting
Kick Your Practice Into Turbo Growth!
Attention Dayton/Cincinnati FPA:
  • Are your dreams buried or blooming? 
  • Do you know the difference between being Distinct and Extinct?
  • How do you differentiate yourself from the competition?
  • Are you making a whisper or a SCREAM with your marketing efforts?
Join top coach and consultant, Travis Ray Chaney, for interactions on many best practices to grow your practice through Penegration.  Travis will also be offering his "Magical Marketing Mix" that has helped hundreds of advisors kick their client acquisition into Turbo Growth mode.

 

ABOUT TRAVIS RAY CHANEY, CFP®, CMC®  
Travis a former award winning Financial Advisor, is still involved in a group practice and is CEO of Dynamic Directions - a coaching and consulting firm. Prior to becoming a full time Coach and  Consultant, Travis finished in the top 130 GDC producing advisors with 140 clients and only working 1 week per month in his practice.  He has almost two decades of experience in the area of financial services industry and a decade of experience in the field of coaching and consulting.

 

He holds a Certified Master Coach® designation from the Behavioral Coaching Institute and is also a CFP®.

 

Travis works personally in a coaching/consulting capacity with 45 Financial Planning Practices from 13 different states.

 

Travis coaches 11 other Consultants and Coaches affiliated with Dynamic Directions. Dynamic Directions works with approximately 500 different Financial Planning Practices with its various coaching and consulting programs across the United States.

 

With his work with Ameriprise Financial Services, Inc. Travis ranked number 1 out of 135 Franchise Consultants in Year over Year Growth verses the National Average for 2009.  Travis finished number 3 out of 135 Franchise Consultants on their scorecard for 2009.  Travis also won Franchise Consultant of the Year from Ameriprise for 2009 for the work he does with Franchise Owners and Ameriprise Corporate to shape the Franchise Consultant role.

 

Travis has been a featured presenter at many Leadership and Consultant conferences.  Travis typically speaks in the areas of leveraging coaching techniques, driving GDC growth, and High Value Client Acquisition.  From a speaking stand point, Travis has shared the stage with Bill Cates, Nido Qubein, Peter Sheehan, Doug Lennick, and many other top professionals in the speaking, coaching and consulting world.  Travis conducts over 30 speaking presentations a year.  His speaking career has earned him the prestige membership into the National Speakers Association.

 

Travis has authored several audio series, has been featured in Ameriprise Franchise Magazine, Greater Owensboro Magazine, Bill Cates radio show, and written a book, Turbo Growth:  Proven Strategies to Create an Extraordinary Life and Financial Planning Practice.

 

Travis is actively involved with youth sports as a coach, is a member of the National Speakers Association, Financial Planning Association, Owensboro - Daviess County Chamber of Commerce, former Vice Chair of the Ameriprise Financial Services, Inc. Franchise Consultant Advisory Council, former Board of Trustee of Kentucky Wesleyan College, former President of Theater Workshop of Owensboro, and former board of director of the RiverPark Center.

 

Travis is married to Christy and has three children - son Ryland, daughter Lucy, and daughter Piper.  To contact Travis or call 1.866.280.2465.  For more information, visit Travis online.  Dynamic Directions is located at 111 W. 3rd Street, Suite 57, Owensboro, KY, 42303.

 

DAY/DATE: Wednesday, December 8, 2010

 

CONTINUING EDUCATION:
Ohio Department of Insurance Credits: 1.5 Hours (Pending Approval)
Certified Financial Planner Credits: 1.5 Hours (Pending Approval)
CPA Credits: 1.5 Hours (Pending Approval)
We have filed for continuing education credits with all of the agencies listed above.  However, this program is primarily practice management and there is no guarantee that the credits will be approved.


Cincinnati Financial Planning Day on October 23 was a Success

The Office of the Mayor of Cincinnati, Mark Mallory, and the Greater Cincinnati Chapter of the Financial Planning Association invited the public to a completely free event at the Main Library in downtown Cincinnati on October 23. About 200 public participants were able to meet one-on-one with professional financial planners, attend free financial planning seminars, and collect valuable educational materials to help them plan for their future. The event featured over 30 volunteer financial planners and other community organizations serving the needs of the public.

The event was organized as part of the national Financial Planning Days initiative in partnership with City of Cincinnati Mayor’s office, Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning, the U.S. Conference of Mayors, and the following local supporters: 

Local supporters - PNC Bank, Capital Analysts, Smart Money, United Way of Greater Cincinnati, WIN Cincinnati, Community Credit Counseling Services of Cincinnati, Public Library of Cincinnati and Hamilton County.

We are currently developing plans for 2011…

For more information about joining the Cincinnati Financial Planning Day Team, review www.FinancialPlanningDays.org/Cincinnati, and contact Bill Schretter at the Financial Planning Association of Greater Cincinnati at 513-554-3063 or admin@fpacinti.org.

 

2010 Financial Planning Days Photos


Topic:  FPA of Greater Cincinnati Chapter Meeting • A Regional and National Economic Outlook
Date:  Wednesday, September 8, 2010

About the Program:  We invite you to join us for the FPA of Greater Cincinnati Chapter Luncheon Meeting on September 8, 2010 with guest speaker, LaVaughn M. Henry, Vice President and Senior Regional Officer, Federal Reserve Bank of Cleveland Cincinnati Branch.  Mr. Henry's presentation will be on the current status and outlook for growth in the U.S. economy and what we might expect in the near-term for our local and regional economies.  

About the Speaker:  LaVaughn M. Henry • Vice President and Senior Regional Officer • Federal Reserve Bank of Cleveland • Cincinnati Branch 

LaVaughn Henry is vice president and senior regional officer of the Cincinnati Branch of the Federal Reserve Bank of Cleveland. Dr. Henry is responsible for building and maintaining a strong presence and reputation for the Reserve Bank throughout central and southern Ohio and eastern Kentucky. He also has responsibility for working with key stakeholders, including the board of directors of the Cincinnati Branch, business advisory councils, depository institutions, business and civic leaders, and the public.

Prior to joining the Bank in 2009, Dr. Henry served as senior director of market economics and risk analysis at PMI Group, one of the nation's largest mortgage insurers. He previously held positions as director of regional communications at Fannie Mae and assistant regional manager for government affairs at Ford Motor Company.

Additionally, Dr. Henry has held senior economic positions with the Budget Committee of the U.S. House of Representatives, the Federal Housing Finance Agency (formerly the Office of Federal Housing Enterprise Oversight), the FDIC's Resolution Trust Corporation, and PriceWaterhouseCoopers, where he led consulting engagements with the Federal Housing Administration.

Dr. Henry holds doctoral and master's degrees in economics from Harvard University, and a bachelor's degree from Rockhurst University in Kansas City, Missouri. He is a member of the National Association for Business Economics, the American Economic Association, the International Association of Business Communicators, the Harvard Club of Cincinnati, and 100 Black Men of America.

CLICK HERE FOR A COPY OF THIS PRESENTATION!


Topic: FPA of Greater Cincinnati Chapter Meeting • Ahead of the Trends: The Administration's Retirement Agenda
Date:  June 17, 2010

About the Program:  What's coming with retirement plans and ERISA changes?  Why should you know?  At this program you will learn:

  • The impact of retirement plan changes on IRA rollovers.
  • The impact of retirement plan changes on company retirement plans.
  • What you should know when talking with business owners.
  • How the Financial Regulatory Reform Bill can affect you.

About the Speaker: John Carl • President/Founder, Retirement Learning Center • Executive Director •  PLANSPONSOR Institute

John Carl is Founder and President of Retirement Learning Center, the nation's preeminent thought-leader on retirement issues, as well as Executive Director of the PLANSPONSOR Institute, the education and training arm of PLANSPONSOR.  The "advisor to the advisors," Carl is a highly sought after industry insider who travels the country educating groups of financial professionals on the very latest in retirement legislation, forecasts, and developments affecting the industry. A 20-year veteran of the retirement industry, Carl has been featured on CNBC, CNN, Forbes, ABC News, The Wall Street Journal and USA Today, among others.  In 2010, the 401kWire identified Carl as one of the most influential individuals in the 401(k) industry.  Carl released his first book in 2009, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, available exclusively through Columbia Management, and is currently working on a follow-up book, aimed at being the definitive consumer guide on retirement planning.

Carl's extensive industry experience includes having run Alliance Capital's Defined Contribution initiative as well as creating and running the Alliance 529 practice.  Later, Carl directed Global Product Management for the firm.  Carl has also operated as a successful branch and regional sales manager for Prudential Securities, as well as an independent financial advisor.  Carl is a graduate of Lehigh University and has completed Executive Continuing Education coursework at Columbia University.  Carl is based in Manhattan, while the Retirement Learning Center runs its operations and research out of its headquarters in Brainerd, MN.

Continuing Education:
Ohio Department of Insurance Credits: 1.5 Hours
Certified Financial Planner Credits: 1.5 Hours
CPA Credits: 1.5 Hours


Topic:  FPA of Greater Cincinnati Chapter Meeting • Social Media for the Financial Planner
Date:  February 10, 2010

About the Program:  Do you understand the tremendous growth that is occurring in social media websites such as Facebook, Twitter and LinkedIn?  But are you confused how you can use this to leverage your business?  Perhaps you think it is a good idea, but your compliance department doesn't think so...  Brian Byrne, CEO of LinkedFA will speak about the growth of social networking websites and what this means to you as a financial professional.  Come spend lunch with us as we learn about this rapidly changing topic that will impact our businesses.  Come spend lunch with us as we learn about this rapidly changing topic that will impact our businesses. 

A special thank you to Fidelity Institutional Wealth Services our partner for this event.

About the Speaker:  Brian Byrne is the CEO of linkedFA (www.linkedFA.com), a FINRA compliant social networking site for financial advisors. By using linkedFA, financial advisors will do more business; win more investors and separate business social networking from personal; thereby enhancing their professionalism in the eyes of investors and prospects. Investors will have constant access to their FA and their money providing the investor a greater deal of comfort and control, while providing access to more information and data on their investments.

CLICK HERE TO DOWNLOAD A COPY OF THE PRESENTATION!


2009 Chapter Events:

  

Topic:  FPA of Greater Cincinnati Chapter Meeting • "Good to Great: From Selling to Serving" & "Market Review and Investment Opportunities"
Date:  March 5, 2009
Speakers: Steve M. Luckenbach & Gary R. Price 


Topic:  FPA of Greater Cincinnati Happy Hour
Date:  April 23, 2009


Topic:  FPA of Greater Cincinnati Chapter Meeting • Charitable Giving - Benefits for your clients now and in the future
Date:  May 19, 2009
Speaker: Minda Thompson


Topic:  FPA of Greater Cincinnati Chapter Meeting • Knowledge Cafe
Date:  June 23, 2009
Speakers:  Marvin W. Tuttle, Jr., CAE • Executive Director and CEO • Financial Planning Association
Mark E. Johannessen, CFP® • Chairman of the FPA Board of Directors


Topic:  FPA of Greater Cincinnati Chapter Symposium
Date:  September 25, 2009

CLICK HERE TO DOWNLOAD A COPY OF ED MORROW'S PRESENTATION - HOW TO PRESENT AND INCREASE YOUR ADVISORY FEE SERVICES - PDF FORMAT

General Speakers: Dr. Kerry Johnson, Patrick Kuhse, Mark Calabria andKen Zahn

Learn more about our General Session Speakers!


Thank you to our sponsors!

   


Foundation for FP

  

 

 
 
 


 

Topic:  FPA of Greater Cincinnati Happy Hour
Date:  November 17, 2009


Topic:  FPA of Greater Cincinnati Chapter Meeting

1.  Roth Conversions - What Some Advisors Are Missing and What Software Won't Tell You
2.  The State of Federal and Ohio Estate Taxes

Date:  December 10, 2009 
Speaker: Edwin P. Morrow, ChFC, CFP®, RFC, CLU • Wealth Strategies Specialist, Estate Planning, Probate and Trust Law • Key Private Bank 


2008 Chapter Events:

 

Topic:  FPA of Greater Cincinnati Chapter Meeting • The Disability Insurance Market Place: Market Trends & Overcoming Client Concerns & Objections
Date:  March 13, 2008
Speaker:  Kevin J. Quinn, CLU, RHU


Topic:  FPA of Greater Cincinnati Chapter Meeting • June Triple Play!
Date:  June 5, 2008
Speakers: 
Michael Ehrler
Thomas S. Mench
Dr. Ellen Frankenburg


Topic:  FPA of Greater Cincinnati Chapter Meeting • Social Security & Medicare: A Primer for Financial Planners
Date:  September 18, 2008
Speaker:  Sue Denny


Topic:  FPA of Greater Cincinnati Chapter Meeting • Annual Roundtable Meeting w/ 2008/2009 Tax Update by John F. Michel of Grant Thornton
Date:  December 11, 2008
Speaker:  John F. Michel


2007 Chapter Events:

 

Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. How to Recognize Property & Casualty Exposures presented by Dan Krohn
  2. Entity Selection and the Tax Implications presented by Bill Hesch

Date:  February 22, 2007
Speakers:  Dan Krohn • Chubb Insurance and Bill Hesch • William H. Hesch Law Firm, LLC


Topic:  FPA of Greater Cincinnati Chapter Meeting • The Battle for the Affluent Market - A Battle on Two Fronts
Date:  May 24, 2007
Speaker:  Lou Day • SkillWeighted Advisor Service 


Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. Developing a Strategic Mindset - Benefits for You & Your Clients presented by Tim Shepelak
  2. Why Planning for Long-Term Care Must be Factored Into Your Client's Retirement Model presented by Thomas M. Deutsch, CLTC

Date:  September 27, 2007
Speakers:  Tim Shepelak and Thomas M. Deutsch, CLTC


Topic:  FPA of Greater Cincinnati Chapter Meeting • Annual Rountable Meeting with Gift Planning by Marc C. Littlecott, CPGA
Date:  December 6, 2007
Speaker:  Marc C. Littlecott, CPGA • Director of Planned Giving • The Salvation Army


2006 Chapter Events:

Topic:  FPA of Greater Cincinnati Chapter Meeting • Regulatory Changes on the Horizon
Date:  February 15, 2006
Speakers:  Steven Frank, CFP® • Wachovia, Jack Peters • Capitas Financial and John K. Ritter, CFP®, CFS •  Ritter Daniher


Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. Emotional, Physical and Financial Impacts of Caregiving presented by Molly Prues & Jennifer Bauer
  2. Private Business Valuations: Where the Paper Meets Your Wallet presented by Mark Signorelli

Date:   March 15, 2006
Speakers:  Molly Prues and Jennifer Bauer • Independent Spirits, Mark Signorelli • Cinti Growth Partners


Topic:  FPA of Greater Cincinnati Chapter Meeting • Navigating the Social Security Benefits System
Date:  April 20, 2006
Speaker:  Dennis Heywood • Social Security Solutions


Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. What the Financial Services Professional Needs to Know When Their Client Divorces with Rebecca Pace, CPA/PFS, CFP, CDFATM
  2. Tax Issues and Strategies of Exercising Stock Options with Don Mellott, Jr. and Aaron Ledbetter

Date:   May 23, 2006
Speakers:  Rebecca Pace, CPA/PFS, CFP®, CDFATM, Don Mellott, Jr • Mellott & Mellott, P.L.L and Aaron Ledbetter • Mellott & Mellott, P.L.L


Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. Highlights of Ohio's New Trust Code and How it Affects Your Clients with Michael J. Stegman, Esq.
  2. Identifying and Solving Problems Pertaining to Non-Citizen Clients with John Campbell, Esq.

Date:   June 21, 2006
Speakers:  Michael J. Stegman, Esq. • Kohnen & Patton LLP and John Campbell, Esq. • Kohnen & Patton LLP


Topic:  FPA of Greater Cincinnati Chapter Meeting • Estate Planning Beyond Revocable Living Trusts
Date:  August 22, 2006
Speaker:  Micahel J. Riley, J.D.


Topic:  FPA of Greater Cincinnati 2006 Regional Symposium
Date:  September 22, 2006
Keynote Speakers:  Peter Ricchiuti and Patrick Kuhse


Topic:  FPA of Greater Cincinnati Chapter Meeting • The Benefits of Investing in REITs
Date:  November 16, 2006
Speaker:  Kris Jaenicke • Reg VP • Dividend Capital


Topic:  Annual FPA Member Roundtable Discussions
Date:  December 11, 2006


2005 Chapter Events:


Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. Asset Allocation After the Crash with John Polendakis
  2. Ohio's New Regulations on RIAs Effective 2/1/2005 with Patrick J. Burns, JD

Date:  January 20, 2005
Speakers:  John Polendakis • WM Group of Funds and Patrick J. Burns, JD • Beverly Hills Consulting

 


 

Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. Use of Reverse Mortgages in Retirement, Insurance & Estate Planning presented by Carl Boltz
  2. Estate Planning for Small estates presented by Ed Marks, JD

Date:   March 17, 2005
Speakers:  Carl Boltz • Wells Fargo and Ed Marks, JD • Lefton, Lazarus, and Marks 


Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. Qualified Plans Overview by Bill Edwards, CPA
  2. Estate and Generation-Skipping Transfer Taxes by John J. Venturella, CPA

Date:  May 19, 2005
Speakers:  Bill Edwards, CPA and John J. Venturella, CPA • Partners-Clark, Schaefer, Hackett 


Topic:  FPA of Greater Cincinnati Chapter Meeting • CFP Board Code of Ethics
Date: July 21, 2005
Speaker:  Elizabeth W. Jetton, CFP® • Chair of FPA National


Topic:  FPA of Greater Cincinnati Chapter Meeting

  1. Charitable Gifting and Estate Taxes with Frank Rosenacker, JD
  2. Filing Tax Returns, Audit Triggers & Abusive Discounting Techniques with David A. Dinsmore, BCBA, CFP, RFC

Date:  September 15, 2005
Speakers:  Frank Rosenacker, JD • Rosenacker Law Offices and David A. Dinsmore, BCBA, CFP®, RFC • Certified Business Appraisals


Topic:  Annual FPA Member Roundtable Discussions
Date:  November 17, 2005


2004 Chapter Events:

 

Topic:  FPA of Greater Cincinnati Chapter Meeting • Divorce Planning - "When a Client Gets Divorced
Date:  March 25, 2004
Speaker:  Jennifer C. Wolfe, Attorney


Topic:  FPA of Greater Cincinnati 2004 Regional Symposium
Date:  May 21, 2004
Keynote Speaker:  Stephan Leimberg


Topic:  FPA of Greater Cincinnati Chapter Meeting • 419 and 412 Plans
Date:  November 18, 2004
Speaker:  Steve Manning, CLU, ChFC


Topic:  Annual FPA Member Roundtable Discussion
Date:  December 16, 2004

 


 

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