Professional Advisors Education
UPCOMING FINANCIAL EDUCATION
Success Beyond the Numbers
June 14, 2022, 4:30 – 6:30 pm
Discover how your values influence your personal, philanthropic and financial decisions.
You are invited to our first in-person Professional Advisors Education of the year!
When: Tuesday, June 14th from 4:30 to 6:30 p.m.
Where: In-person – Delaware County Foundation Office, 737 Enterprise Drive Suite A, Lewis Center
Stephen Arnold-Private Wealth Advisor (OH)
Kara Lewis – Managing Director (OH)
Jen Ostberg – National Director of Family Engagment
PAST PROFESSIONAL ADVISORS WEBINARS
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
Family based philanthropy & one-time giving opportunities
July 22, 2020
Heather A. George, CFP®
Co-head—Family Engagement Services
Stephen W. Arnold, JD
737 Enterprise Drive, Suite A | Lewis Center, Ohio 43035 | tel: 614.764.2332