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Thank You to our Sponsors
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Facility Sponsor
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Sponsorship Opportunities
Available
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If interested in sponsoring future meetings,
contact:
Bren Ryan
513-236-0317
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Upcoming
Events
Chapter Calendar
View the Chapter Calendar of Events
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FSP
Membership
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Not a Member?
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2016-2017
Board of Directors
President
Robert Herum,
CLU, ChFC, MSFS
President-Elect
Kenneth Byers,
CLU, ChFC, AEP, RFC
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
J. Brendan Ryan,
CLU, ChFC, MSFS
Past President
Michael Kinzie,
CLU, ChFC, CASL
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Join Our List
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President's Message March, 2017
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Bob Herum President |
Dear Friends,
This year is moving so quickly. Spring is almost here, and with a new administration in Washington there is uncertainty concerning various regulations and guidelines. Critical among these is the DOL Fiduciary Rule, which is the subject of our March 15 meeting! (See details below.)
Like many of you, I read a great number of professional publications. We see a lot of talk about low retirement plan participation rates and/or balances of most working Americans and the upcoming struggles that these folks will have as they age and want to retire. Our key role is helping our clients "help themselves." The education and professional designations of our members provide tremendous access to the training, knowledge and experience necessary to help our clients plan for the future.
Our organization is much more than simply and association . . . it is a repository of skilled, technically competent individuals who use various tools, like insurance, annuities, retirement plans to help them put together a plan with a high degree of confidence that it will suffice over many years in retirement.
Each meeting I attend, I am surrounded by people, far more experienced and knowledgeable than I am, and I get to hear their comments, thoughts, and questions of our very competent speakers. All of that for the price of a membership . . . quite a deal!
Bob Herum, MSFS, CLU, ChFC, RHU, REBC
President - Cincinnati Chapter of FSP
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March 15, 2017 Chapter Meeting
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DOL Fiduciary Rules:
Under the New Regime
Pete Swisher Mike Weckenbrock
Pentegra
Ameritas
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Are you prepared for the new DOL Fiduciary rules? How will they affect your practice? Are they good news or bad news for clients? What does the potential delay mean in practical terms? If you've been wondering, or if your clients are asking about the headlines, you will want to attend this meeting!
On March 15, two nationally prominent experts, Pete Swisher and Mike Weckenbrock, will share their insights and expertise on the broad impact of the rules, the more immediate practical effect for attendees, and the context for the rules. Learn what practices you'll want to implement by the original effective date of April 10, and a framework for potentially embracing a fiduciary ethos.
Don't Miss this Special Presentation - Register Now!
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Coming Soon!
Young Professionals Day!
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Justin Smith, CFA, CFP
and Brent Carter, Executive Coach
Wednesday, April 19, 2017
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Robo-Advisors: Are they coming to get us... or help us?
Speaker: Justin Smith, CFA, CFP
On April 19, come hear Justin Smith, CFA, CFP speak about Robo-Advisors and the changing landscape of technology in the financial services industry. Justin will cover the waterfront of what options are available in the "Robo" space, call out distinctions between them, and then lay out options for integrating technology into a financial services practice. This presentation will include both the specific numbers behind the Robo trend and also the behavior dynamics of what has given rise to the trends and most importantly, what advisors can and must do to stay ahead of the curve (hint: the most important factor has little to do with technology).
 Building Effective Client Relationships with Emotional Intelligence
Speaker: Brent Carter, Executive Coach
We know how important relationships are. Our business wouldn't exist without them. Some relationships take a long time to establish, while others seem to develop overnight. Your ability to build and nurture client relationships is critical, not only for business growth but also for your peace of mind. Emotional Intelligence (EI) is at the core of strong relationships. People with high EI are very self-aware, able to manage their emotions, tuned in to others, cognizant of their environment and keenly adept at connecting and conversing with others. In this session, you will learn the key components of EI, assess your own EI and develop strategies for improving your relationship-building capability.
Don't Miss this Special Presentation - Register Now!
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January & February Meetings Recap
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by April Caudill, JD, CLU, ChFC, AEP
The January and February Chapter meetings were excellent topics and well received. In January, we welcomed two technology professionals, Ken Schmidt and Mike Duncan, to talk about the risks surrounding cybercrime and hacking, and explain what financial professionals can do to protect their systems and information. Ken and Mike answered a wide variety of questions ranging from hardware safety to best password practices.
The topic for the February meeting was "Why DI, Why Now?" with Robert Scully speaking on the past and current state of the disability income marketplace and new opportunities now available in DI products. Bob spoke from a perspective of his 30 years of experience, and concluded the presentation by allowing participants to share sales ideas and best practices for clients both in and outside of the medical profession.
We thank these gentlemen and Ameritas for sharing their expertise! If you missed either of these meetings, mark your calendar for the third Wednesday of each month, 8:00 a.m. for networking. We have several more outstanding topics coming soon.
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Did You Know?
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Did you know that you do not have to visit a Social Security office to get a copy of your 1099?
No Need to Visit a Field Office:
Replace Your SSA-1099 Benefit
Statement Online
We're with you through life's journey, putting you in control of your finances and future. Social Security has made requesting or replacing your annual Benefit Statement even easier. The Benefit Statement is also known as the SSA-1099 or the SSA-1042S. ...
Continue reading
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