UPCOMING
EVENTS
** If you prefer to call us to
register, please call 614-469-4685 **
More Events To Be Announced!
Events You May Have Missed Recently
(Click To View)
Tuesday, August 4, 2009: Green Shoots
Tuesday, August 18, 2009:
Investing For Retirement Webinar
Thursday,
August 27-Saturday, August, 29, 2009:
Ohio
Dental Association Annual Exhibit - Booth 357
Thursday, September 17, 2009: 401(k) Workshop
1. Fiduciary review for Trustees and Administrators: Steps you can take to discharge duties and protect yourself from some liabilities.
2. A review of legislation aimed at uncovering undisclosed Plan Fees.
(Only
for Plan Administrators/Sponsors)
Wednesday, September 30, 2009: Business First
Expo
Thursday, October 8, 2009: Wealth
Management Strategies to Help Your Portfolio
We discussed the 5 critical concerns most retirees have and how to potentially eliminate them.
Wednesday, October 28 - Thursday, October 29, 2009:
Columbus Accounting Show
The Ohio Society of CPA's
Wednesday, November 4, 2009:
Charter Award Ceremony
Clint Edgington awarded his Charter
Wednesday, November 11, 2009:
Basics of Asset Allocation
Thursday, November 12, 2009: Structuring A Retirement Portfolio
Tuesday, January 26, 2010:
Roth Conversion in 2010
Thursday, January 28, 2010:
Roth Conversion in 2010
Thursday, February 4, 2010:
Beacon Hill Open House
Thursday, February 22, 2010: B.O.S.S.
Session: Protecting Your Capital
Thursday, March 18, 2010: B.O.S.S. Session: Employee Stock
Ownership Plans (ESOPs)
Thursday, April 22, 2010: B.O.S.S.
Session: Succession Planning
Thursday, May 20, 2010: B.O.S.S. Session:
Business Sale Review
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