The FPA All-Ohio Symposium: Lessons in Abundance and the Future of Finance

 

This month, I was in Columbus for the FPA All-Ohio Symposium. This is an event I helped start a few years ago, and as the current President of the FPA Southwestern Ohio chapter, it has been great to see it grow into a major professional gathering.

I was joined by Ben Jones, Managing Director at National Wealth Management Group, and my co-host on The Money Alchemist podcast.

Together, we spent the event interviewing our sponsored guests on the topics currently impacting the financial landscape, everything from the future of AI and tax shifts to college planning and the use of index funds.

Our goal was to bring together the best minds in our profession to find better ways to serve families and create more abundance for our clients.

We recorded these conversations, and I will be sharing the full interviews with you over the coming weeks.

 

 

Our Featured Guests

My co-host Ben and I had the opportunity to sit down with these experts to discuss how we can continue to do good work for the families we represent: Jeff Levine: Lead Financial Planning Nerd, Kitces.com Chief Planning Officer, Focus Partners Wealth Nationally recognized expert in simplifying complex tax laws and retirement planning. Catherine Tindall, CPA: Strategic Tax Planner, Founder OF Dominion Enterprise Services Strategic tax architect focused on eliminating “tax waste” for professionals and business owners through proactive tax planning. Mary Erwin, CFA, CPA: Associate Director, Client Portfolio Manager At O’Shaughnessy Asset Management Mary brings two decades of experience in asset management and helping clients understand investment philosophy. Kent Keister, IACCP: RIA Outsourced CCO & Compliance Consultant Founder of Reliant Compliance and a specialist in customized, common-sense solutions for RIAs. With over two decades of experience as a Chief Compliance Officer and consultant, he focuses on helping firms strengthen their compliance programs and team cultures. Cozy Wittman: RIA Outsourced CCO & Compliance Consultant National speaker on the complexities of college search and helping families navigate education funding. Dennis Mosely-Williams: DMW Strategic Consulting Founder of DMW Strategic Consulting and a leading voice on the Experience Economy. He helps professionals move from selling services to building meaningful client experiences.

See More Images Below:

 

Dennis Mosely

 

Mary Erwin

 

 

 

Catherine Tindall

 

 

New podcast episode with all our exclusive guests coming soon!

 

 

Brent Gargano, CFP^®

^{Founder and Financial Advisor of Infinite Wealth Planning}

 

 

 

Thanks For Reading! We Hope To See You Again!

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Advisory services offered through National Wealth Management Group, LLC, a Registered Investment Adviser. This information is intended for educational purposes and is not intended as a recommendation to buy or sell securities. Investing involves risk. Before investing, you should consult with a financial advisor to determine how a specific investment strategy fits your personal goals and objectives.