About Us

The purpose of the Financial Planning Association (FPA) of Southwestern Ohio is to provide quality and objective financial planning advice to those in our community. Financial planning has different meanings to various people, and nearly anyone can call themselves a financial planner.

FPA of Southwestern Ohio recognizes the importance of having the best advisors possible serving the public as trusted and highly competent professionals fulfilling the financial planning needs of the people of our community. Proficiency and ethics are paramount for those relying on professional guidance to attain and sustain financial security.

Since financial planning and achieving financial security involves so many different elements, our chapter members examine an individual’s situation from a holistic point of view. This often includes most or all of the following: retirement planning, investment management, insurance needs analysis, tax planning, estate and family wealth planning, education savings, and business succession planning.

Our chapter meetings for members and non-members deal with today’s ever-changing landscape of economic cycles, laws, financial markets, and the steady stream of new investment and insurance products. Along with other educational sources and certifications such as the Certified Financial Planner (CFP®) designation, we strive to maintain our standing as the best financial planners and advisors in the Southwest Ohio and Northern Kentucky area.

 

Chapter News

Our weekly newsletters are the best way to stay up to date with what is happening in our chapter and the industry. We keep you alerted to events, hot topics, savings, and more. Our newsletters go out once a week on Wednesdays.

 

Chapter Events

We would be thrilled to have you join us at an event! We typically hold about 9 chapter meetings a year with some added special events all over Southwestern Ohio. In 2019 we added a new provision for our Dayton area members: our chapter meetings now have a simulcast at a Dayton location!

Chapter Meetings

  • Scheduled on the third Tuesday of every month (some exceptions apply)
  • Locations alternate between Rookwood and Blue Ash with Dayton simulcasts
  • Generally include 1hr CE for CFP, Ohio and Kentucky Insurance
  • FREE for members and $35 for nonmembers (unless otherwise noted)
  • Include lunch
  • Provide excellent networking opportunities
  • Cover a wide range of topics trending in the Financial Planning Field

Events

  • Happy hours/networking events
  • Workshops and field trips
  • Pro bono opportunities
  • Symposiums & mini-symposiums
  • Live ethics programs
  • Self-study ethics programs

Check out our Calendar of Events

Email us  for more information and to be added to our weekly newsletter with the most up to date information on our events.