FPA Southwestern Ohio

10/14/2024

https://conta.cc/4eHTGHx

Email from FPA of Southwestern Ohio The Election's Impact on US-China Relations Visit our Website October 15th Live Webinar Join us virtually for a timely update on one of our most popular webinars la

07/07/2023

Just Announced! Next Casual Coffee at Coffee Emporium Hyde Park on July 25th!
http://events.constantcontact.com/register/event?llr=5r7gw7cab&oeidk=a07ejvo1w5e14d0878f

03/10/2023

Happy Friday!

Welcome to our new local chapter members: Reed Carter Christine Hulme Molly A. Grimm Robin McConn Joseph Grobbel, CFP®,CIMA® and James Osborne!

Hope you can join us for "Securities Fraud" on March 14 or "529 Updates" on April 18

02/13/2023

Thank you Libby Greiwe for hosting our Marketing & Networking session about earning a 30-to-1 ROI with White Glove Referral Events that clients sincerely look forward to attending! Who wouldn't want to cruise town on a WWE wrestler's bus with their financial advisor?

You can find LIbby's podcast and her soon-to-launch group coaching program at The Efficient Advisor.

12/01/2022

Social Security's 8.7% COLA takes effect in one month.

And ICYMI, FPA members can review May's "Situational Social Security" with Jim Blair & Marc Kiner (and more!) on our chapter page here:

https://buff.ly/3fz0TjQ

11/21/2022

Families with high school children are likely to talk about college plans at Thanksgiving gatherings.

Good thing we recorded Joe Messinger's presentation: "Navigating the College Funding Maze and Helping Families Cut the Cost of Higher Education"

FPA members can find it (and more) on our chapter page here:

https://buff.ly/3fz0TjQ

11/18/2022

Wouldn't it be nice if someone made a 5-minute FPA Member Orientation Course covering our value prop, benefits and resources?

Someone thought so. Go check it out and catch up on all things FPA 🎉😎🎖️

https://buff.ly/3sZmPaZ

11/14/2022

Did you miss September's chapter meeting, "Introducing the Psychology of Financial Planning" with Meghaan Lurtz and Megan McCoy? Want to see it again?

Members can view most of our chapter recordings on our site!

https://buff.ly/3fz0TjQ

This presentation explored the new CFP Board book, "The Psychology of Financial Planning," and provided a multi-faceted view of conflict and tools and techniques that financial planners can integrate into their practice to foster healthier conversations.

Stream any of our webinar recordings from the past year by clicking on the presentation title below. View our calendar of events to see what other programs you can look forward to. All programs are currently scheduled to be recorded* for viewing later. Please note: CE credit is not available for the...

11/07/2022

https://conta.cc/3gRle4a

11/07/2022

Great turnout for Bill Vasil's "Tax Planning During Volatile Times" chapter meeting in October!

If you missed it, members can access the recording (and more!) on FPA SWO's site: https://buff.ly/3fz0TjQ

11/02/2022

Register now at www.allohiosymposium.com!

11/02/2022

Congrats to Southwest Ohio's newly minted CFP® professionals! Can't wait to see your contributions to our profession and community!