With quarterly mini-symposiums, quarterly webinars AND additional special events all over Southwestern Ohio, there is always something going on in our chapter!

Sign up for our monthly newsletter and/or follow us on LinkedIn to keep up to date with what is happening locally. More details coming soon!

2025 Events (More to Come!)

*events subject to change

Winter Mini-Symposium

In Person | February | West Chester

Student Loan Planning with Joe Messinger

Virtual | Wednesday, March 19 | 11:30am

2025 All Ohio Symposium

Hybrid | Monday-Tuesday, April 28-29 | Columbus
All 3 Ohio Chapters + Kitces + Kelly and more!

Marketing for Financial Planners with Libby Grewie

Virtual | May

Golf Outing

Shaker Run Golf Course | May 21, 2025

Retirement Income and Strategies with Ali Khodadad

In-Person | June | Lunch Meeting

Ethics with Bill Schretter

Webinar | August | 2 - 4pm

Behavioral Finance Mini-Symposium Joint Event with CFA Society of Cincinnati

In-Person | September

Webinar

October

Fall Mini-Symposium

In-Person | November