March 18, 2016
8 a.m.–6 p.m.
Wright State University Nutter Center
Presenting our second annual LIFT2 symposium, delivering insight into contemporary issues shaping the future of financial services. Designed for practicing professionals in the banking, insurance, accounting, investing and financial planning industries, this year LIFT2 includes discussions on such pressing issues as the Fiduciary Standard, industry diversity, succession planning, and more.
This symposium featured top industry professionals including keynote speakers Dr. LaVaughn Henrey, vice president and senior regional officer for the Cincinnati Branch of the Federal Reserve Bank, and David Grau Sr., JD, president and founder of FP Transitions.
You may earn CE credits for attending the symposium:
CFP 6 CE credits pending
CPA 6 CE credits
CWS 7 CE credits approved
Ohio Insurance 5.5 credits applied
Speakers and Topics
Eleanor Blayney, CFP ® is the Consumer Advocate for the Certified Financial Planner Board of Standards, reaching out to consumers to help them understand how financial planning and CFP® professionals can help improve their lives. The author of
Sue Denny has been the public affairs specialist at the Social Security Administration in Cincinnati since early 2001.
Grant Einhorn, Vice President, serves on the iShares Due Diligence Team covering Bank clients. The team educates investors on the ETF structure, portfolio applications and due diligence considerations.
Patricia Faust is a gerontologist specializing in the issues of brain aging, brain health, brain fitness and dementia. Her commitment to the field of brain health and brain fitness is unwavering. She has a Masters in Gerontological Studies degre
David Sr. is the author of Succession Planning for Financial Advisors: Building an Enduring Business, published by Wiley & Sons.
Accomplished senior executive with 20+ years of diverse experience in the fields of business and macroeconomics, consulting/advisory services, interest rate risk and market risk modeling, and government affairs.
Founder of Elizabeth Jetton Coaching and Consulting Services. She is an international speaker, consultant, coach and leader in the financial life planning profession.
Ron A. Rhoades, JD, CFP® serves as the Program Director for the Western Kentucky University Financial Planning Program, where he teaches courses in retirement planning, estate planning, and investments.