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2026
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Registration
Schedule
Speakers
Partners
Venue & Accommodations
Looking Back
2026
2026 Sponsorship Opportunities
2025
2025 Schedule
2025 Speakers
2025 Partners
2025 Gallery
2023
2023 Schedule
2023 Partners
2023 Gallery
2026 Symposium Speaker Materials
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