With quarterly mini-symposiums, quarterly webinars AND additional special events all over Southwestern Ohio, there is always something going on in our chapter!
FPASWO Chapter Events
2025 All Ohio Symposium
Hybrid | Monday-Tuesday, April 28-29 | Columbus
2025 Events (More to Come!)
*events subject to change
Advanced College Funding Strategies for High Income/Net Worth Business Owners with Joe Messinger, CFP®, ChFC, CLU, CCFC
Virtual | Tuesday, February 18 | 11:30am
Spring Mini-Symposium
In Person | March 19 | Mason/West Chester
2025 All Ohio Symposium
Hybrid | Monday-Tuesday, April 28-29 | Columbus
Marketing for Financial Planners with Libby Grewie
Virtual | May
Golf Outing
Shaker Run Golf Course | May 21, 2025
Happy Hour with CFA Society of Cincinnati!
June 5th
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 Joint Event
In-Person | November