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FPA Of Southwestern Ohio Spring Mini-Symposium

May 14 |

Cincinnati, OH |

https://lp.constantcontactpages.com/ev/reg/w6de566/lp/37546c2e-4261-4b42-b826-a9c3b1f71e0f?source_id=9cc95611-586d-45ff-91d5-54bb87aaad24&source_type=em&c=

This joint mini-symposium with the CFA Society of Cincinnati features a half day of learning and networking. Attendees will have the opportunity earn 3 CE hours.

Price: $50-$100

Type: In Person

Content Focus: Advisor Marketing, Retirement, Tax Planning

Channel: CFPs, CPA, Independent BD, RIA

Organizer: Association

Speaker:

Michael Kitces

Topic:

*Scaling Advice: From Financial Advisor to Financial Advicer
*Generating Tax Alpha With Effective Asset Location
*Strategies for Managing Sequence Of Return Risk In Retirement

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