September 19, 2019

September 19, 2019 Education Meeting

Education Meeting

TOPIC #1: The 411 on Ohio’s 529 SPEAKER: Tim Gorrell About the Program: This will be an overview and update on Ohio’s 529 College Savings Plan, CollegeAdvantage.  The update will include recent changes to 529 plans, new milestones for CollegeAdvantage and several new initiatives congress is purposing for 529 plans. We will also talk about the…

October 24, 2019

Annual Fall Symposium

Registration opens Tuesday, September 3, 2019. Registration fees: Members: $195; $175 early bird rate expires 9/13/19 Non Members: $245; $220 early bird rate expires 9/13/19 Full time Students: $75 7:30 – 8:30 AM: Breakfast 8:30 – 8:45 AM: Announcements and Partner Introduction MORNING SESSIONS 8:45 – 9:35 AM: “Five Industry Trends Reshaping Financial Advice” Michael…

November 19, 2019

November 19, 2019 Education Meeting

Education Meeting

Save the date – details coming soon!