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For More Info & Member Benefits
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Thank You to our Gold Sponsor
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Thank You to our Silver Sponsors
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Thank You to our Facility
Sponsor
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Thank You to our Meeting Sponsor
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2018-2019
Board of Directors
President
Secretary
Anne Conway,
CLU, ChFC, LUTCF
Treasurer
Mathew Whited,
CPA
Director
Stefanie Burkert
April Caudill,
JD, CLU, ChFC, AEP
Director
Robert Herum,
CLU, ChFC, MSFS
Director
CPA, PFS
Chris Klonne
Director
Joshua Kuether,
CLU
Director
Bob Verbryke,
CPA, CLU, FLMI
Past President
Kenneth Byers,
CLU, ChFC, AEP, RFC
Advisor
Michael Kinzie,
CLU, ChFC, CASL
Advisor
Bob Molenda,
CLU, ChFC, CRPC
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Sponsorship
Opportunities
513-554-3062
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President's Message
September, 2018
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Dear Friends,
With summer nearing its end your Board is finalizing plans for an exciting year ahead for our Cincinnati chapter. The educational programming calendar is packed with relevant and dynamic speakers and topics to benefit each of you as FSP members in the work you do for your clients.
We're very pleased to announce and introduce our newest Board members, each representing some of the finest organizations in financial services: Stefanie Burkert, of Western & Southern, Chris Klonne, of Mass Mutual Brokerage, Joshua Kuether, of Northwestern Mutual, and Bob Verbryke, of Ameritas. Each are hard at work contributing on committees to help enhance your experience with our Chapter.
Our membership is diverse and we're very proud to promote continued growth of our chapter with the best professionals serving clients from a multitude of disciplines; including tax, legal, financial services, banking, insurance, investment management, financial planning, and more.
Spread the word and bring a friend or colleague to our monthly educational programs. We welcome more guests. In addition to the quality of the educational programming and resources from FSP national, we often hear very positive comments from guests and members that networking with like-minded professionals is one of the primary reasons they join FSP and attend our meetings.
With great excitement and anticipation of this new FSP year I wish each of you great success. Thank you for your continued support of our chapter.
Michael Comperchio, CLU
President- Cincinnati Chapter of FSP
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September 19, 2018 (8AM-10AM)
Chapter Meeting: Late-Stage College Planning Strategies
You Don't Know, but Should
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There is no purchase as significant as college that families-and financial advisors-comparatively know as little about. The significant increase in cost and complexity has families desperate for answers, and offers advisors a tremendous opportunity to provide value. College planning is much more than 529 plans, and understanding this hot topic better can elevate you and your practice.
Hear about specific strategies every financial professional should know to help families navigate the complicated college process and save tens of thousands of dollars.
Why you won't want to miss this meeting:
- You'll learn how the college purchase process has changed and why your clients need you to understand it!
- Understand the strategy for distributing a grandparent 529 plan without affecting financial aid
- We'll review significant changes to FAFSA
- Learn specific strategies to save your clients money on their college purchase
- Understand scholarship award displacement
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Five Reasons to buy a Season Pass
for Cincinnati Chapter Meetings
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You'll save money
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get all 9 monthly meetings for $75!
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You'll save time
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register once and you will have a reservation for all meetings! No need to respond each month, and no worries about forgetting to sign up.
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You'll earn Continuing Education
:
most Cincinnati Chapter meetings will qualify for professional CE for insurance, law, accounting and CFP practitioners.
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You support your local Chapter.
The Cincinnati Chapter is in its 87
th
year of providing outstanding local meetings for the financial services community.
- Attending monthly meetings is a great habit for building your network, expanding your education, and meeting outstanding professionals in the local community.
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Internal Revenue Service
On July 10, 2018, the IRS and its Security Summit partners kicked off a summertime security awareness campaign for tax professionals with an expanded guide providing critical steps to protect client data and highlighting available resources.
The new effort by the IRS, state tax agencies, and the nation's private-sector tax industry follows continued security threats to tax and financial data held by tax professionals. Data thefts at tax practitioners' offices continue to rise and result in fraudulent tax returns that can be especially difficult for the IRS to detect.
"The IRS and the Security Summit partners urge all tax professionals to take stronger security steps to protect themselves and their clients," said Acting IRS Commissioner David Kautter.
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Thank You To Our Sponsors
Our chapter sponsors help defer the costs of doing Chapter business, including administrative costs, covering overhead, and funding special projects.
Without our sponsors the cost to each individual member would be much higher. So when you have an opportunity to chat with a Chapter sponsor, please take the time to thank them for their sponsorship and consider connecting with them for business!
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