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Thank You to our Silver Sponsors
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Thank You to our Facility
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Thank You to our Program
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Contact Us
513-554-3062
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2017-2018
Board of Directors
President
Kenneth Byers,
CLU, ChFC, AEP, RFC
President-Elect
Secretary
Anne Conway,
CLU, ChFC, LUTCF
Treasurer
Mathew Whited,
CPA
Professional Development Chair
April Caudill,
JD, CLU, ChFC, AEP
Membership Chair
Michael Comperchio,
CLU
Sponsorship Chair
Anne Conway,
CLU, ChFC, LUTCF
Bill Hesch
CPA, PFS
Michael Kinzie,
CLU, ChFC, CASL
Past President
Robert Herum,
CLU, ChFC, MSFS
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President's Message
May, 2018
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Ken Byers, Jr. President |
Dear Friends,
Spring has finally arrived and your board has been actively involved in recruiting new members and putting together next year's programs. Due to the weather conditions in March, we moved the March program to April and therefore had two outstanding programs for our members in April.
Complimentary trial membership: In an effort to engage non-members who have attended meetings, and to expand our membership, we are extending an opportunity to experience FSP for 30 days at no cost! During that trial period, our guests will have access to many of the benefits of full membership, including free webinars and online access to the many features of our Journal. Throughout the 30 days, they will receive e-mails reminding them of the benefits of full membership, and offering them the opportunity to upgrade from a guest status to full membership. Let's all work together and help grow the Cincinnati Chapter, and make it a world class organization!
Ken Byers, Jr. CLU, ChFC, AEP
President - Cincinnati Chapter of FSP
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| May 16, 2018 (1PM-3PM) Cincinnati Chapter Meeting
Helping Clients Successfully Integrate Charitable Giving into Succession Planning
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March Meeting Recap
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Our March meeting on the latest concepts in Nonqualified Deferred Compensation was postponed due to a snowstorm, but we rescheduled to the first week of April. Speaker Jack Leavy, of Principal Financial Group, explained how tax reform has affected nonqualified deferred compensation planning and how employers are leveraging new, lower income tax rates.
Jack also addressed best practices throughout the executive benefit planning process, from goal-setting to design, funding and implementation.
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April Meeting Recap
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At our April 18th meeting, we hosted a case study with Panelists: Michael Kinzie, CLU, ChFC, CASL, LUTCF of Integrated Financial Network, Deborah Miner, CLU, ChFC, JD of Columbus Life, and William Hesch, Esq, CPA, PFS of William E. Hesch CPA and Law Firm.
The panel reviewed a complex closely-held business succession planning case, with the three panelists addressing the fact scenario from the perspectives of their separate disciplines: financial planning, estate planning and business succession planning. The meeting was highly interactive, with plenty of questions from attendees and extended discussion both during and following the meeting.
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A Word From A Sponsor: Northwestern Mutual
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