Financial Planning Association (FPA) of Central Ohio

Come join us on 11/12 for a tax update with William Vasil, CPA, CFP, MAcc. Register here: https://lnkd.in/g5FhKdCA

Meet our new member, Luke Shoemaker, CPA, CFP®️! GET TO KNOW LUKE: 🔹What’s your role at your company? Founder of Gray Stripes Advisors. 🔹How long have you been in the industry? Have been a CPA since 2020 and a CFP® professional since January 2024. 🔹What do you like about your job? Being a true tax advisor for my clients and not just a tax preparer. 🔹What's your favorite hobby? Road tripping to new places. 🔹What’s some of the greatest advice you’ve ever received? Listen twice as much as you speak. #FinancialPlanning #GetToKnow #NewMember #CentralOhioFPA

🎙️Exciting news! Our own President, Maddi (Napier) Keegan CFP®,MBA, FSRI, was on Michael Kitces podcast. Take a listen as she shares about her journey and gives great advice! https://lnkd.in/dCmCjzU3

Special FPA/CFA Members Only Virtual Event! Join us on 10/30 at 1pm and hear from Anne Lester. Register here: https://lnkd.in/geg_S5q2

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