Professional Advisors Education
UPCOMING FINANCIAL EDUCATION
Our next Professional Advisors Education will take place on September 13, 2023
PAST PROFESSIONAL ADVISORS EDUCATION
SECURE Act 2.0 – Reshaping Retirement
Wednesday, April 5th 2023 | 11:45 – 1:15 PM
Tiffany Rankin, CPA
Owner, TLA Group LLC
The long-awaited and much anticipated “SECURE Act 2.0” has arrived. This bill, signed into law before the end of last year, significantly changes the retirement landscape, including expanded contribution limits and credits, new RMD start dates, enhancements of the SIMPLE and SEP IRA contribution arrangements, penalty-free withdrawal options in 401(k) plans, and matching of certain student loan payments.
Join us as the key takeaways are explored.
Success Beyond the Numbers
June 14, 2022, 4:30 – 6:30 pm
Discover how your values influence your personal, philanthropic and financial decisions.
Presented by:
Stephen Arnold-Private Wealth Advisor (OH)
Kara Lewis – Managing Director (OH)
Jen Ostberg – National Director of Family Engagment
Serving clients with a multi-disciplinary team
September 17, 2020
Professional advisor education focused on using a multi-disciplinary team to create a harmonious estate plan for the client.
Samantha Anderson, CFP®
Wealth Manager at Budros, Ruhlin & Roe, Inc.
Scott Eichar, CPA, CFP, PFS
Tax Senior Manager at GBQ Partners
Logan Philipps, J.D.
Partner at Resch, Root, Philipps, & Graham, LLC
Presented By
Family based philanthropy & one-time giving opportunities
July 22, 2020
Heather A. George, CFP®
Co-head—Family Engagement Services
Stephen W. Arnold, JD
Presented By
737 Enterprise Drive, Suite A | Lewis Center, Ohio 43035 | tel: 614.764.2332