The Central Ohio, Northeast Ohio, and Southwestern Ohio chapters of the Financial Planning Association are very excited to present the first FPA All-Ohio Symposium. This joint symposium will be hosted at the Hyatt Regency Columbus located in downtown Columbus, Ohio. The event, which will also be offered virtually, will feature an ethics session and welcome reception on November 9, 2022 and a full day of quality programming with national speakers on November 10, 2022.

Featuring presentations from:

  • Michael Kitces
  • Bob Keebler
  • Heather Brilliant
  • Randy Anderson
  • Dr. David Kelly

As well as a best practices panel!

Topic
Estate Planning
Ethics
General Financial Planning Principles
Investment Planning
Practice Management
Professional Conduct & Regulation
Retirement Savings and Income Planning
Risk Management & Insurance Planning
Succession Planning
Tax Planning
Professional role
C-Suite
Lead Financial Planner
Tax Planner
Estate Planner
Operations
Marketing & Communications
Compliance
Academic/Faculty
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career