2013 Symposium

2013 Symposium Logo

The 2013 Symposium was a Success


Our facility at Hondros College was at capacity.  We offered some great speakers to  our membership: 

• Nick Sargen of Ft Washington Investment Advisors
• Jeannie Underwood-Kotner of Invesco
• Hugh Smart- Columbus Life Insurance Company 
• Dave Wickham- Dinsmore & Shohl 
• Bill Diehl-  Western & Southern Financial Group  
• John Corcoran-  Oppenheimer Funds 
• Rob Montella- Goldman Sachs 

Continuing Education Credits: 
If you attended the event and do not receive the credits, please contact Please complete the evaluation survey to help us make the 2015 event even better. 

Remember the Ethics Programs: 
Please remember to complete both the Hondros Ohio Insurance Ethics and the CFP Board Ethics program  produced by the FPA of Southwestern Ohio. Any questions, please contact

Click here to see pictures of the event 

We appreciate the volunteer efforts of the entire Board of Directors; especially Bill Schretter, the 2013 Symposium Chairperson, for the continuous work in developing and running the Symposium.  
We appreciate the hospitality of Hondros College, a provider of insurance and FINRA registration training and continuing education courses, for the use of their facility. We appreciate Troy’s Café and Catering in West Chester Ohio for the delicious lunch. Finally, we appreciate the help of all our Sponsors, who without them such an event would not be possible.  Please support those, who support us, who support you. 

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