Chapter Calendar
|
|
It's time to Renew Your 2017-2018
Society of FSP
Cincinnati Chapter Membership Today!
You can
renew online
b
y credit card or monthly autodraft from your checking.
You can also renew over the phone by calling the Society's Member Service Department at 1-800-392-6900.
|
|
For More Info & Member Benefits
|
|
|
|
Sponsorship
Opportunities
Available
Contact Us
513-554-3062
|
|
|
Thank You to our Silver Sponsors
|
|
|
|
Thank You to our Facility
Sponsor
|
|
|
|
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
|
|
Join Our
Mailing List
For Up to Date News & Events
|
|
Looking for Opportunities to Network
& Volunteer?
We are looking for LEADERS!
Speak with a Board Member Today!
 |
|
|
President's Message
November, 2017
|
 |
|
|
Ken Byers, Jr. President |
Dear Friends,
As a professional in the financial services field, how do you decide which associations to belong to and which ones give you the most value?
The Cincinnati chapter of the FSP is a unique association. We are made up of attorneys, accountants, financial planners, business consultants, life insurance and investment people. We are all interested in helping our clients achieve their goals and making sure that as they continue to plan for the future, that we continue to serve their needs.
As a member, you have the opportunity to attend monthly educational meetings with outstanding speakers who are experts in their area of expertise. Above all, you can meet with other members of the various professions, which allows you the opportunity to collaborate with them and help your clients meet all of their needs in the entire planning process. It is impossible for one person to be able to do everything a client needs. Most clients will need a team to help pull everything together they are trying to accomplish.
Our next meeting, on
November 15,
is a live video teleconference in educating clients in the management of student loan debt. In addition, you can plan for the future meetings by downloading the 2017-2018 calendar of events on our website. I am looking forward to meeting and seeing all of you at our upcoming meeting.
Ken Byers, Jr. CLU, ChFC, AEP
President - Cincinnati Chapter of FSP
|
| November 15, 2017 Cincinnati Chapter Meeting
LIVE Video Teleconference
|
|
Join us for a live broadcast of our latest video teleconference in which an expert panel will address
Educating Clients in the Management of Student Loan Debt
.
This program presents an excellent opportunity for you to bring  additional value via sound, personalized advice to those clients struggling with the intricacies of student loan debt management.
- Differentiate between various education financing options and understand the advantages and disadvantages of each
- Help clients lead the"college conversation"with their families, finding the most appropriate schools both academically and financially
- Determine the most appropriate student loan repayment plan for each client
- Analyze tax savings vs. loan savings in complicated scenarios
Don't miss this special presentation! Click Here to view full program information and speaker bios. Wednesday, November 15th Space is limited, so register now!
Who Should Attend:
Attorneys, CPAs, Business &
Compensation Planners,
Retirement Planners,
Investment Advisors,
Financial Planners,
and Insurance Producers.
|
|
CE Credits:
This program presents an excellent opportunity for you to bring additional value via sound, personalized advice to those clients struggling with the intricacies of student loan debt management. This program has been submitted for
2 CE credits
for insurance,
CFP®, banking, accounting, legal, and PACE/PRCE credits.
Educational Level:
Intermediate-Advanced
|
|
|
September Meeting Recap
|
by April Caudill, JD, CLU, ChFC, AEP
 In Case You Missed It.... At our September meeting ... we had a visit from Ernie Guerriero, CLU®, ChFC®, CEBS, CPCU, CPC®, CMS, AIF®, RICP®, CPFA. Of Saugerties, New York.
Ernie is a nationally known expert on the DOL Fiduciary regulations, and spoke with us about the practical implications for advisors of running a fiduciary practice under the new rules that took effect in June.
Ernie answered dozens of practice-oriented questions from attendees.
|
|
October Meeting Recap
|
by April Caudill, JD, CLU, ChFC, AEP
At our October meeting ... Sue Denny, from the Social Security  Administration, was back by popular demand. Sue talked about the latest changes to Social Security, and answered many questions from the audience as well. This was one of Sue's last presentations in Cincinnati, as she is transferring to the Philadelphia Social Security office in a few weeks. She will be missed, but perhaps we'll see her on a national VTC in the near future!
Don't miss any more meetings! We still have a terrific line-up for the rest of the 2017-2018 year!
|
|
Socially Responsible Investing
|
Provided by:
Susan Middleton, CFA
The Forum for Sustainable and Responsible Investment (US SIF) estimates that over 18 percent of professionally managed assets are invested with socially responsible goals in mind, and that number is growing. What does socially responsible investing (SRI) mean, and how can you meet your fiduciary duty of choosing the best investment for your client while also considering nonfinancial goals? The first step is to identify which criteria are important to your client. SRI comprises environmental goals, social goals (like diversity, human rights, and community investing), corporate governance issues (including executive pay), and product-related criteria (such as avoiding alcohol or weapons).
Morningstar calls this ESG (environmental, social, governance), and this year it released a new sustainability rating system similar to its 5-star rating system. The new rating system is applied to any fund with adequate data for it to rate and includes quantitative and qualitative evaluations. It has published a description of the methodology, which can be found on the Morningstar Web site.
|
|
| |
|
