With quarterly mini-symposiums, quarterly webinars AND additional special events all over Southwestern Ohio, there is always something going on in our chapter!
FPASWO Chapter Events
2025 All Ohio Symposium
Hybrid | Monday-Tuesday, April 28-29 | Columbus
2025 Events (More to Come!)
*events subject to change
2025 All Ohio Symposium
Hybrid | Monday-Tuesday, April 28-29 | Columbus
The First 100 Days: The Advisor’s Blueprint for a Remarkable Client Onboarding Experience with Libby Greiwe
Virtual | Tuesday, May 13 | 2:30pm
Happy Hour with CFA Society of Cincinnati!
In Person | June 5 | Factory 52, Cincinnati
Retirement Income and Strategies with Ali Khodadad
In-Person | June 10 | Lunch Meeting
Ethics with Bill Schretter
Webinar | August 26 | 2 - 4pm
Behavioral Finance Mini-Symposium Joint Event with CFA Society of Cincinnati
In-Person | September
Revisiting the 4% Rule with THE Bill Bengen
Virtual | Wednesday, October 22 | 12:00pm
Joint Event with CEPC
In-Person | November/December
The Roadmap to a Transaction
Virtual | Wednesday, January 14 | 11:30am