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PAST PROGRAMS
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2006 SCHEDULE OF PROGRAMS |
| Date, Time & Location |
CFP |
Ohio INS |
Ohio CPA |
Event Description |
| Wednesday, February 15, 2006 |
|
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|
Regulatory Changes on the Horizon |
| 11:30 am - 1:00 pm |
|
| XU Cintas Center |
|
Steven Frank, CFP®,
Wachovia |
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Jack Peters, Capitas Financial |
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John K. Ritter, CFP®,
CFS, Ritter Daniher |
| Wednesday, March 15, 2006 |
|
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Emotional, Physical And Financial Impacts of Caregiving |
| 3:00 - 5:30 pm |
|
Molly Prues
and Jennifer Bauer of Independent Spirits |
| Maple Knoll |
|
Private Business Valuations: Where the Paper Meets Your Wallet |
| |
|
Mark
Signorelli of Cinti Growth Partners |
| Thursday, April 20, 2006 |
|
|
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Navigating the Social Security Benefits System |
| 7:00 - 9:00 am |
|
| Newport Aquarium |
|
Dennis
Heywood, Social Security Solutions |
| Tuesday, May 23, 2006 |
|
|
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What the Financial Services Professional Needs to Know When Their Client
Divorces |
| 3:00 - 5:00 pm |
|
Rebecca
Pace, CPA/PFS, CFP®, CDFATM |
| Sharonville Convention Center |
|
Tax Issues and Strategies of Exercising Stock Options |
| |
|
Don Mellott, Jr. and Aaron Ledbetter |
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|
Mellott &
Mellott, P.L.L. |
| Wednesday, June 21, 2006 |
|
|
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Highlights of Ohio's New Trust Code and How It Affects Your Clients |
| 3:00 - 5:00 pm |
|
Michael J
Stegman Esq Kohnen & Patton LLP |
| Cincinnati Art Museum |
|
Identifying and Solving Problems Pertaining to Non-Citizen Clients |
| |
|
John
Campbell Esq Kohnen & Patton LLP |
| Tuesday, August 22, 2006 |
|
|
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Estate Planning Beyond Revocable Living Trusts presented by Michael J.
Riley, J.D. |
| 7:00 - 9:00 am |
|
| Sharonville Convention Center |
|
|
Friday, September 22, 2006 |
|
|
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Symposium with Keynote Speakers: |
| 8:00 - 5:00 pm |
|
| Sheraton Cincinnati North |
|
Peter Ricchiuti & Patrick Kuse |
| Thursday, November 16, 2006 |
|
|
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The Benefits of Investing in REITs |
| 3:00 - 5:00 pm |
|
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| The Madison in Covington |
|
|
|
Kris
Jaenicke, Reg VP, Dividend Capital |
| Monday, December 11, 2006 |
|
|
|
Annual FPA Member Roundtable Discussions |
| 3:00 - 5:00 pm |
|
| Sharonville Convention Center |
|
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2005 SCHEDULE OF PROGRAMS |
| Date, Time & Location |
CFP |
Ohio INS |
KY INS |
Ohio CPA |
Event Description |
| Thursday, January 20, 2005 |
1 |
1 |
0 |
1 |
Asset Allocation after the Crash |
| John Polendakis of the WM Group of Funds |
| 1 |
0 |
0 |
1 |
Ohio's New Regulations on RIAs effective 2/1/2005 |
| Patrick J Burns JD of Beverly Hills Consulting |
| |
|
|
|
Wine and Cheese Reception to Follow |
| Non Members are Free!!! |
| Thursday, March 17, 2005 |
1 |
1 |
1P |
1 |
Use of Reverse Mortgages in Retirement, Insurance & Estate Planning
presented by Carl Boltz, Wells Fargo |
| |
|
|
|
Estate Planning for Small Estates presented by Ed Marks JD, Lefton, Lazarus,
and Marks |
| Thursday, May 19, 2005 |
1 |
1 |
1 |
1 |
Qualified Plans Overview by Bill Edwards, CPA |
| 1 |
1 |
1 |
1 |
Estate and Generation-Skipping Transfer Taxes
John J. Venturella CPA / Partners-Clark, Schaefer, Hackett |
| |
| Thursday, July 21, 2005 |
2 |
2 |
2A |
2 |
Ethics Course |
| Chair of FPA National |
|
Elizabeth W.
Jetton, CFP® |
| Thursday, September 15, 2005 (postponed from April 21st) |
1A |
1A |
1A |
1A |
Charitable Gifting and Estate Taxes presented by Frank Rosenacker JD of
Rosenacker Law Offices |
| 1A |
1A |
1A |
1A |
Filing Tax Returns, Audit Triggers & Abusive Discounting Techniques |
|
Mr. David A.
Dinsmore, BCBA,CFP® ,RFC |
| |
| Thursday, November 17, 2005 |
2 |
0 |
0 |
2 |
Round Table Discussions |
|
2004 SCHEDULE OF PROGRAMS |
| Date, Time & Location |
CFP |
Ohio INS |
Ohio CPA |
Event Description |
| Thursday, March 25, 2004 |
2 |
|
|
Divorce Planning - “When a Client Gets Divorced” presented by Jennifer C.
Wolfe, Attorney |
| Friday, May 21, 2004 |
|
|
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Regional Symposium including Ethics |
| Oct. 28, 2004 |
7 |
|
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Tax and Estate Planning Topics
WCL Foundation Seminar
www.wclfoundation.com |
| |
| Nov. 18, 2004 |
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