Thank you for attending our All Ohio Symposium! All available resources are linked below:

• A Practical Application of CFP Board’s Code and Standards (Dan Candura) – Coming Soon
• A Companion Guide to Ethics CE – CFP Board’s Code and Standards (Dan Candura)
• The Belonging Blueprint (Dennis Moseley-Williams) 
• Tax Planning Opportunities Under The New “One Big Beautiful Bill” Act (Jeff Levine) 
• The AI Revolution: Where We Are, What’s Next (Stephanie Aliaga) 
• Using Trusts as IRA Beneficiaries (Jeff Levine) 
• College Planning Disrupted – Need-to-know changes from OBBBA (Cozy Wittman) 
• Tax Planning for Financial Advisors (Catherine Tindall) 
• A New Frontier of Solutions for Tax Management (William Bergen & Mary Erwin) – Unavailable
• Resilient Investing: How We Uncover Value In Volatile Markets (Matt McLennan) – Unavailable