Midwest Region Symposium
DATE: Wednesday, March 6, 2019
LOCATION: Crowne Plaza Columbus Downtown Hotel
33 East Nationwide Blvd
Columbus, Ohio 43215
NAPFA Members - $119 before February 12th / $139 after February 12th
NAPFA Non-members - $129 before February 12th / $149 after February 12th
Students and Pathway Members - $79 (Early bird rates do not apply)
First-time Attendees - $99 (Requires a promo code. Early bird rates do not apply)
Members & non-members - $99 (Early bird rates do not apply)
Students & Pathway Members -- $79 (Early bird rates do not apply)
First-time Attendees - $99 (Requires a promo code. Please contact Patrick Daniels at 317-793-3553 for promo code information.)
Registration ends March 3rd, 2019
Registration includes pre-symposium reception, continental breakfast, and lunch.
A block of rooms has been reserved at the Crowne Plaza Columbus Downtown for $165/night.
Reservations will be made directly through the hotel. Please contact Crowne Plaza’s Reservation
Department at (877) 283-1700 and mention the NAPFA symposium, or click on the hotel reservation link below. The group rate will expire on February 12, 2019.
Click here to book your reservation at the Crowne Plaza Columbus Downtown
DATE: Tuesday, March 5th
TIME: 6:00 to 9:00 pm
LOCATION: Scioto AB, Crowne Plaza Hotel
Join us for a pre-symposium cocktail reception and networking with fellow professionals.
CFP CEs AVAILABLE: 4.5 (estimated and pending approval). Please remember to sign the attendance sheet provided at each location to ensure proper recording of CE credits.
DATE: Wednesday, March 6th
TIME 7:00 am to 4:00 pm (all times are EST; please adjust accordingly for your time zone)
LIVE EVENT LOCATION: Scioto AB, Crowne Plaza Hotel
Simulcast locations to be determined.
Agenda and Topics:
7:00 - 8:00 am Continental Breakfast & Networking
8:00 - 8:15 am Welcome & Opening Remarks
8:15 - 10:15 am Bonnie Kirchner, CFP®, MST:
2019 CFP Board of Ethics Course
The 2019 CFP Board Ethics course is designed to bring practitioners up to speed
on the changes to the Code of Ethics and Standards of Conduct approved earlier
this year. Though these changes don’t replace the current Code and Standards
until October 1, 2019, certificants are encouraged to start integrating the update
into their practices sooner rather than later. This course qualifies participants for
two hours of CFP Board Ethics CE and covers the significant changes taking
10:15 - 10:45 am Mid-Morning Break & Networking
10:45 - 11:45 am Jared Hoffman:
Cybercrime - How to Recognize the Threats and Be Your Own Best Defense
The cost of cybercrime is estimated to reach $6 trillion by the year 2021, representing the biggest transfer of wealth in world history and leaving behind individuals, families and businesses. In this session you’ll learn who the biggest targets are and take a trip to the Dark Web to show how stolen identities are sold on the open market. You’ll learn the latest tactics you can employ both in your personal life and to your business to become smaller target and how you can be your client’s best resource and partner if they become a victim of identity theft.
11:45 am - 1:00 pm Lunch & Networking
1:00 - 2:30 pm John Schuman, JD, CFP®, CPA (inactive):
Tax Cut and Jobs Act - The Long and Short of It
Mr. Schuman will review valuable tax planning strategies that have emerged from the TCJA and what changes can be expected in 2019 and beyond.
2:30 - 2:45 pm Mid-Afternoon Break & Networking
2:45 - 3:45 pm John Sestina, CFP®
Financial Planning - The Professional Goal
Mr. Sestina will recount the origins of NAPFA, discuss challenges facing financial planners today, and provide his predictions for the future of the financial planning industry. Audience engagement is encouraged!
3:45 - 4:00 pm Closing Remarks
Bonnie Kirchner, CFP®, MST has been a financial advisor since 1990 and a CFP ® Practitioner since 1996. She has a degree in Financial Planning and Counseling from Purdue University and a Master of Taxation degree from Bentley University where she currently serves on the faculty.
Not only is Ms. Kirchner an enlightening speaker on a number of financial planning concepts, but she is incredibly inspiring; especially when incorporating her own dramatic journey and the important lessons learned along the way. Prior to publishing her book, Who Can you Trust With Your Money?, published by FT Press, she co‐anchored the morning drive radio business magazine, “Early Exchange”, and was the daily financial reporter for Boston’s CBS affiliate in addition to running her
own practice. Her personal and professional experiences give her extraordinary insight into the issues surrounding trust and money as well as ethical breaches. Bonnie is the founder and owner of Sea Change Financial Education, a firm dedicated to educating individuals on financial matters and the emotions which drive decision making.
Jared Hoffman is Director of BAM Advisor Services, a turnkey wealth management partner focused on advancing business for more than 135 independent wealth management firms. Jared’s role includes educating firms and investor clients on best practices around cybersecurity with an emphasis on the behavioral aspect. Jared is also a member of Infraguard, a partnership between the FBI and public/private sector created to share information and trends on cybercrime tactics and defenses.
John Schuman is the Chief Planning Officer and Chief Compliance Officer of Budros, Ruhlin & Roe, Inc. As a former Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ certificant, and currently licensed attorney. John’s expertise includes estate planning and taxation, income tax, general business and succession planning, and charitable and retirement planning. Prior to joining Budros, Ruhlin & Roe, John was a senior manager with Deloitte & Touche in its Private Client Advisory group. Previously, he practiced law with Squire, Sanders & Dempsey. He has been a featured speaker at conferences of the Columbus Bar Association, the Financial Planning Association (FPA), the Ohio CLE Institute, The Columbus Foundation and the International Association of Advisors in Philanthropy.
John Sestina founded John E. Sestina & Company in 1965. He was a founding NAPFA member in 1983 and has been known for advocating for financial planning to be treated as a standalone profession that is focused on comprehensive planning on a fee‐only basis throughout his