Financial Planning Association (FPA) of Central Ohio

We have an upcoming NexGen meeting on Wed 10/16 at Frazier Financial Advisors, LLC from 7:30-8:45am. The topic is tax planning! Come join us! #NexGen #FinancialPlanning #CentralOhioFPA

Yesterday Ben Henry-Moreland, CFP®, EA from Kitces.com spoke to our group about HSA planning. He shared a lot of helpful info and our group asked great questions! Ben shared some tips about HSAs with our Membership Chair, Kelly Augspurger, CLTC®, CSA. Take a listen! #HSA #HealthSavingsAccount #FinancialPlanning #CentralOhioFPA

Meet our new member, Nick Karsatos, CFP®! GET TO KNOW NICK: 🔹What’s your role at your company? Wealth Planner 🔹How long have you been in the industry? 1.5 years 🔹What do you like about your job? I enjoy helping clients and their families achieve their goals with financial peace of mind. 🔹What's your favorite hobby? Watching the Buckeyes, Golfing, and playing Basketball 🔹What’s some of the greatest advice you’ve ever received? It doesn't hurt to be kind to everyone. #GetToKnow #CentralOhioFPA #FinancialPlanning

Our next meeting is on Tues 10/11 about HSA planning! Registration link is in comments below.

Every year, The Ohio State University, Franklin University, and Columbus State Community College all team up to run a service-learning project in their financial planning courses. This Financial Planning Community Project matches two financial planning students with a local financial advisor to offer Pro Bono financial planning sessions to a student who has financial questions or problems. We need your help to make this highly impactful project succeed! A fantastic group of CFPs has already signed up to volunteer. However, we still need at least 10 additional financial advisors this semester because student enrollment in financial planning courses has grown so quickly. This is only a 2 hour commitment. We can work around your schedule, and all you need to do is offer your time and expertise. Your Pro Bono engagement will directly benefit both financial planning students and student clients, helping us to cultivate new talent and strengthen the financial planning industry. As Kevin R. Keller, CAE, CEO of the CFP Board recently explained, inspiring the next generation of CFP® professionals is a critical issue today. This program addresses the significant talent gap that exists in the field, increasing awareness of financial planning as a career and building new student capacity. To sign up, please email Katherine Klausing, Project Manager, at Klausing.19@osu.edu and let her know of your interest. If you are not available, please consider recommending a colleague or introducing your firm’s HR manager. Financial planners at any stage in their careers—young professionals, mid-career, retired—are all welcome. Thank you for supporting the next generation of financial planners! Best wishes, The Financial Planning Community Project Team Caezilia Loibl, Dr. Martina Peng, CFP, Jack Popovich, and Katherine Klausing.

Welcome to the FPA of Central Ohio, Erik Thompson! GET TO KNOW ERIK: 🔹What's your role at your company: Owner, Financial Advisor and Portfolio Manager 🔹How long have you been in the industry? 25 years 🔹What do you like about your job? Helping people that would otherwise be lost with retirement planning and investment management. 🔹What's your favorite hobby? Physical fitness 🔹What's some of the greatest advice you've ever received? When the mind is tired, exercise the body; and when the body is tired, exercise the mind. #GetToKnow #FinancialPlanning #CentralOhioFPA

🌟Thats’s a wrap! Our 2024 National FPA Conference is in the books. Our Membership chair, Kelly Augspurger, CLTC®, CSA, chatted with 10 attendees and speakers to get their unique takeaways from the conference. 🎥Check out our highlights video. Thanks to all those who organized, contributed, and participated in this year’s conference. We hope to see you all next year.✌️ thegirlnamed Stevyn Jacob Cuthbert, CFP®, CPFA Benj Foor, CFP® Swarn Chatterjee Courtney Ripp, CPA, CFP® Jae Oh Ryan Neupaver CFP® CEPA® Mareion Royster, CFP®, CTFA, CAP® Ben Tisser Claudia Kane #FinancialPlanning #FPA #CentralOhioFPA #Conference

Final day of conference highlights: 🔹Update from CFP Board CEO, @Kevin Keller & Board Chair, @Matthew Boerson: - CFP Board celebrated 100,000th CFP professional in the U.S. — a historic milestone that marks the highest number of CFP® professionals ever serving the public’s need for competent and ethical financial planning. - CFP Board recommends that CFP® professionals commit to a minimum of 20 hours per year of pro bono service, and it also encourages firms that employ CFP® professionals to support them in their pro bono activities and efforts. 🔹Daniel Pink spoke about how we can lead more satisfying personal and professional lives. He revealed a new approach to working smarter and living better by examining the emotion of regret. 🔹CFP Ethics - David Mannaioni, CFP(R) shared CFP professionals must complete 30 CE hours each reporting period, including 2 hours of ethics CE. What a great week! Thanks to all those who contributed and attended. Stay tuned for a video starring some conference attendees! #FinancialPlanning #Conference #FPA

We wrapped up day 2 of the Financial Planning Association (FPA) National Conference in Columbus. Here are some highlights: 🔹Health and wealth - Advisors and clients need to protect health like it’s an asset thegirlnamed Stevyn. 🔹Tech-Forward, People- Centric: The Future of Financial planning 🔹Critical Concepts You Should Know Heather Schreiber, RICP®, NSSA®, IRMAACP™ 🔹Actively Unlock Your Firm’s Value David Selig 🔹Planning Better Together- In the evolving financial landscape, clients are increasingly seeking personalized and collaborative approaches that merge human expertise with advanced technology. Our final day is Friday!

We’re pumped to have FPA National Conference in Columbus this year!! The first day of conference was a success. Here are some highlights: 🔹Jeff Bush gave the keynote with a Washington Update.📢 🔹Barbara Kay, MA, LPC, RCC, CTP gave top coaching skills: you have to listen to understand & connect and to find meaning / perspective in order to empower and coach👂🏼 🔹Versiti Inc. blood drive benefited the James and gave donations to New Directions Career Center for each blood donation - Win-win!🩸 🔹Samson, the St. Bernard, was there to accept lots of pets and love at the “paws and relax” booth.🐾 🔹Networking with peers.🤝 Looking forward to day 2! #FPA #CentralOhioFPA #Conference #FinancialPlanning