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FPA All Ohio Symposium CE Sign In/Out
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A Practical Application of CFP Board’s Code and Standards with Dan Candura I CFP 335461 I ODI 78085 I 1:00 - 3:00 pm
Tax Planning Opportunities Under The New “One Big Beautiful Bill” Act with Jeff Levine I CFP 347383 I ODI 79640 I 8:00 - 9:00 am
The AI Revolution: Where We Are, What’s Next with Stephanie Aliaga I CFP 347380 I ODI 79636 I 9:10 - 10:10 am
Using Trusts as IRA Beneficiaries with Jeff Levine I CFP 347388 I ODI 79635 I 10:40 - 11:40 am
College Planning Disrupted – Need-to-know changes from OBBBA with Cozy Wittman I CFP 347382 I ODI 79639 I 1:00 - 2:00 pm
Tax Planning for Financial Advisors with Catherine Tindall I CFP 347381 I ODI 79637 I 1:00 - 2:00 pm
A New Frontier of Solutions for Tax Management with William Bergen & Mary Erwin I CFP 347384 I ODI 79638 I 2:10 - 3:10 pm
Resilient Investing: How We Uncover Value In Volatile Markets with Matt McLennan I CFP 348519 I ODI 79722 I 3:40 - 4:45 pm
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