Presents: 2013 FALL SYMPOSIUM Being a Trusted Advisor
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1 Presents: 2013 FALL SYMPOSIUM Being a Trusted Advisor With Special Guest Speaker Charles H. Green, Co-Author of The Trusted Advisor & Author of Trust-Based Selling BROUGHT TO YOU IN PARTNERSHIP WITH September 26, 2013 Brookside Golf & Country Club 2770 W. Dublin-Granville Rd. Columbus, Ohio credits have been APPROVED for CLE & CPE; 5.0 credits have been APPROVED for Ohio Ins. CE & 1.0 credits are currently pending; 3.5 credits have been APPROVED for CFP & 2.5 credits are currently pending
2 Thank you to our Sponsors Premier Elite
3 Thank you to our Sponsors Breakfast Sponsor Morning Break Sponsor Afternoon Break Sponsor Lunch Table Sponsors
4 Being a Trusted Advisor 8:00 8:30 Registration/Networking/ Breakfast/Visit Exhibitors 8:30 8:40 Introductory Remarks and Welcome Gary Vawter, CFP, MS, AEP President of the Columbus Chapter of SFSP & Tom Wyatt, JD, CFP, CLTC Secretary & Fall Symposium Chair 8:40 10:10 The Dynamics of Trust APPROVED for 1.5 CLE, Ins. CE & CPE; PENDING CFP Speaker: Charles H. Green, Co-author of The Trusted Advisor Mr. Green will introduce several practical tools of direct use to FSPs: the Trust Equation, the Trust Quotient (a free online assessment is available at for those who want to take it in advance). He will also talk about how trust relates to influence and persuasion, and how FSPs can increase the odds of their advice being taken, and their sales increased. 10:10 10:25 Break 10:25 11:55 Putting Trust to Work in your Practice APPROVED for 1.5 CLE, Ohio Ins. CE, CFP & CPE Speaker: Charles H. Green, Author of Trust Based Selling The key driver of influence is the same as the key step in the process of trust creation listening. Mr. Green will identify the most appropriate kind of listening, describe a simple model for using it in conversations, and how to embed it in conversations. 12:00 1:15 Awards Luncheon The Sam A. Chickerella, CLU Hall of Fame Award and the Dr. John R. Ervin Golden Apple Award will be presented. 1:15 2:15 Economy & Investment Market Update PENDING 1.0 for CLE, CPE, CFP & CE 2:15 2:20 Introduction of Breakout Sessions 2:20 2:30 Break 2:30 3:30 Breakout sessions (choose from the following) Qualified Retirement Plans Speaker: Tom Wyatt, JD, CFP, CLTC, with Jacob, Haxton & Boord, LLC Mr. Wyatt will lead the group in a discussion about the current landscape in retirement plan design, including the recent 408(b)2 and 404(a)(5) fee disclosure regulations, fiduciary services under 3(21) and 3(38) and plan design options utilizing defined contribution + defined benefit plans to allow larger contributions to a firm s HCEs and Key employees. Healthcare Speaker: Victoria McCoy, RHU, with Crown Benefits, LLC Major new requirements and obligations under the Affordable Care Act (ACA) go into effect in Many individuals are only vaguely aware of the mandates requiring every American citizen to purchase health insurance, and some employers are uncertain about how to prepare for the impact of ACA on their business. College Planning Speaker: Aaron Greene with College Liftoff The cost of college continues to rise. Student loan debt has topped $1 trillion. Employment opportunities continue to shift, and preparation is required to compete for the career fields that are growing. Students need a plan for their future that is both meaningful and relevant. Mr. Greene will lead this discussion, focusing on the options available to students and families. 3:30 3:45 Break 3:45 4:45 Panel Discussion Becoming a Trusted Advisor from the perspective of various professions Moderator: Wesley Mayer, CLU, ChFC, LUTCF, Vice President of the Columbus Chapter of SFSP Speakers: Attorney - Charles Kegler, JD, with Kegler, Brown, Hill & Ritter Accountant - Ed Walsh, CPA, Shareholder with Clark, Schaefer, Hackett & Co. Financial Planner - Jason Eliason, CFP, ChFC, CFA, Partner with Waller Financial Planning Group Inc. Insurance Advisor - Brad E. Bush, CPCU, AU, Principal with Wichert Insurance and DesignPro Insurance Group 4:45 5:00 Take Away s and Closing Remarks Gary Vawter & Tom Wyatt
5 CLICK HERE TO REGISTER NOW 2013 FALL SYMPOSIUM Being a Trusted Advisor REGISTRATION Please complete one form per attendee. Registration available online at Or complete and mail or fax this form. Name & Designations: Company: Address: City/State/Zip: Phone: Fax: Check here if you have any disability-related or dietary needs that require accommodation in order to fully participate in this meeting. If so, attach a written description of your needs. Member: $95.00 SEMINAR REGISTRATION FEES $75.00 (before September 10) Non-Member: $95.00 Awards Luncheon ONLY: $35.00 GROUP PRICING Take advantage of these special rates that are only good until 9/15. 5 Registrations - $ (savings of $100) (# of tickets) Add. tickets (6 through 9) at $75.00 ea. 10 Registrations - $ (savings of $250) Enclosed is my check in the amount of $. (Make check payable to SFSP.) Charge my: ( ) Visa ( ) MasterCard ( ) Discover ( ) AmEx (No other credit cards accepted.) Card #: Expiration Date: Security Code: Cardholder Name: Billing Address: Signature of Cardholder: CANCELLATIONS Cancellations must be made by September 10, 2013, to receive a full refund. Cancellations after that date will be charged a $25 service fee. QUESTIONS? Call the Society of FSP office at or fsp@fspcolumbus.org RETURN TO: Society of FSP PO Box 1522 Powell, OH Fax: fsp@fspcolumbus.org (# of tickets) Total : $ Add. tickets (11 plus) at $70.00 ea. FOR OFFICE USE ONLY: Check #: Amount: Date Rec d:
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