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Programming
Programming events are one of the greatest strengths of our chapter, and
they are at the heart of what the ASPPA Benefits Council (ABC) of Greater
Cincinnati represents, which is to benefit the community served.
We maintain a full calendar of events throughout the year, which not only
inform our members when new developments are taking shape but also help to
identify any overall trends within the retirement plan industry.
ABC of Greater Cincinnati also provides continuing education credits for
those Members that are certified professionals and who are looking for
additional CPE—just click on any of the program links to find registration
information.
If you have any questions regarding future programs, suggestions for topics,
or if you would be interested in presenting at one of our future events,
please Contact Us via e-mail.
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January 31
7:30 am - 10:30 am
(Breakfast Meeting) |
Handling
Protected Benefits
Charles Lockwood, ASC Institute
Metropolitan Club, Covington, KY |
February 28
7:30 am - 10:30 am
(Breakfast Meeting) |
ERISA
Fiduciary Provisions and EBSA Audit Issues
Sherry Brackney, Department of Labor
Metropolitan Club, Covington, KY |
March 27
7:30 - 10:30
(Breakfast Meeting) |
Practical
Loan Administration and Correction
John Stebbins, One America
Metropolitan Club, Covington, KY |
April 24
7:30 - 10:30
(Breakfast Meeting) |
Independent Audits: Are You Ready?
Kathleen Elliott, CPA, Fall Creek Associates, LLC
Metropolitan Club, Covington, KY |
May 22
7:30 am - 10:30 am
(Breakfast Meeting) |
TBD
David Levine, Groom Law Group and David Cohen, Evercore
Trust
Metropolitan Club, Covington, KY |
June 26
7:30 am - 10:30 am
(Breakfast Meeting) |
TBD
Lorraine Dorsa, DCS Retirement Group, Inc.
Metropolitan Club, Covington, KY |
July 31
11:30 am - 1:00 pm |
Membership Appreciation Lunch
Metropolitan Club, Covington, KY |
August 28
7:30 am - 10:30 am
(Breakfast Meeting) |
TBD
Metropolitan Club, Covington, KY |
September 24
7:30 am - 10:30 am
(Breakfast Meeting) |
TBD
Metropolitan Club, Covington, KY |
| October |
ASPPA National Conference |
| November |
Annual Welcome Reception
Metropolitan Club, Covington, KY |
| November |
ASPPA Cincinnati Pension Conference
Northern KY Convention Center |
December 11
7:30 am - 10:30 am
(Breakfast Meeting) |
TBD
Richard Hochman, McKay Hochman Company, Inc.
Metropolitan Club, Covington, KY |
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Refund Guidelines |
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