Materials – FPA All Ohio Symposium

Symposium Speaker Materials

A Practical Application of CFP Board’s Code and Standards – Ethics (Candura) – PowerPoint Slide Deck
Applying Behavioral Finance in Your Financial Planning Practice (Kitces) – PowerPoint Slide Deck
Tax Planning Amidst Uncertainty – How to Deliver Massive Value on Tax Planning No Matter What Congress Decides To Do (Jarvis) – PowerPoint Slide Deck
Risk & Reward (Carlson) – PowerPoint Slide Deck
Riding out the Policy Storm (Kelly) – PowerPoint Slide Deck
Beyond the Numbers: Providing Empathetic Financial Guidance for Widowed Clients (Bentley) – PowerPoint Slide Deck
Shareholder Yield and 351 Exchanges (Faber) – PowerPoint Slide Deck
A New Way To Visualize Retirement Income (Finke) – PowerPoint Slide Deck