​Join us on May 11th for a panel discussion on Family Philanthropy. American Heart Association’s panel of experts will discuss why advisors should introduce family philanthropy to their clients, explore the design and implementation of philanthropic solutions and charitable tools to accomplish this goal as well as dynamic multigenerational meetings and conversations

Self-study exam based on the Journal of Financial Planning, April 2021 Issue

Join us for this special chapter encore presentation brought to you by FPA of Central Ohio. ​In the midst of the pandemic, a shift to self-employment and side hustles is underway.

​More than ever, today's Financial Advisors are getting Medicare questions. Baby Boomers are aging into the Medicare space at a record pace, and they are turning to Financial Advisors for guidance.

Self-study exam based on the Journal of Financial Planning, March 2021 Issue

Self-study exam based on Episode #244 of the podcast, "You're a Financial Planner...Now What?"

Self-study exam based on the Journal of Financial Planning, February 2021 Issue

Self-study exam based on the Financial Services Review, Vol. 29 No. 1 Issue

Participants will learn the scope of the student loan crisis and the impact it is having on younger Americans and the economy as a whole.

Self-study exam based on the Financial Services Review, Vol. 28 No. 4 Issue