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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

Presented by:

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®

Samantha Anderson, CFP®

Wealth Manager at Budros, Ruhlin & Roe, Inc.

Scott Eichar, CPA, CFP, PFS

Scott Eichar, CPA, CFP, PFS

Tax Senior Manager at GBQ Partners

Logan Philipps, J.D.

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®

Heather A. George, CFP®

Director—Wealth Strategies,
Co-head—Family Engagement Services
Stephen W. Arnold, JD

Stephen W. Arnold, JD

Financial Advisor

Presented By

737 Enterprise Drive, Suite A | Lewis Center, Ohio 43035  |  tel: 614.764.2332