Interested in upcoming B.O.S.S. Workshops? Click the button below:
** If you prefer to call us to register, please call 614-469-4685 **
Events You May Have Missed Recently
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Tuesday, August 4, 2009: Green Shoots Tuesday, August 18, 2009:Investing For Retirement Webinar
Thursday, August 27-Saturday, August, 29, 2009: Ohio Dental Association Annual Exhibit – Booth 357
Thursday, September 17, 2009: 401(k) Workshop
1. Fiduciary review for Trustees and Administrators: Steps you can take to discharge duties and protect yourself from some liabilities.
2. A review of legislation aimed at uncovering undisclosed Plan Fees.
(Only for Plan Administrators/Sponsors)
Wednesday, September 30, 2009: Business First Expo
Thursday, October 8, 2009: Wealth Management Strategies to Help Your Portfolio
We discussed the 5 critical concerns most retirees have and how to potentially eliminate them.
Wednesday, October 28 – Thursday, October 29, 2009: Columbus Accounting Show
The Ohio Society of CPA’s
Wednesday, November 4, 2009: Charter Award Ceremony
Clint Edgington awarded his Charter
Wednesday, November 11, 2009:
Basics of Asset Allocation
Thursday, November 12, 2009: Structuring A Retirement Portfolio
Tuesday, January 26, 2010:
Roth Conversion in 2010
Thursday, January 28, 2010:
Roth Conversion in 2010
Thursday, February 4, 2010:
Beacon Hill Open House
Thursday, February 22, 2010: B.O.S.S.
Session: Protecting Your Capital
Thursday, March 18, 2010: B.O.S.S. Session: Employee Stock
Ownership Plans (ESOPs)
Thursday, April 22, 2010: B.O.S.S.
Session: Succession Planning
Thursday, May 20, 2010: B.O.S.S. Session:
Business Sale Review
Thursday, October 14, 2010: B.O.S.S.
Session: Improve Your Company Retirement Plan
Wednesday, November 17, 2010: B.O.S.S.
Session: Healthcare Reform – How Will Your Business BeAffected?
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Wednesday, December 15, 2010: B.O.S.S. Session: Taxes – Are You Paying More Than Your Fair
Share?
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Wednesday, January 19, 2011: B.O.S.S. Session: Are You Ready For 2011?
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Thursday, February 17, 2011: B.O.S.S. Session: Marketing Doesn’t Work
Thursday, March 17, 2011: B.O.S.S. Session: Succession Planning
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Thursday, April 21, 2011: B.O.S.S. Session: Estate Planning
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Thursday, May 19, 2011: B.O.S.S. Session: Have you considered selling your business?
Thursday, September 22, 2011: B.O.S.S. Session: Selling Your Business: Examing exit options and business valuations.
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Thursday, November 17, 2011B.O.S.S. Session: Selling Your Business: Improve Profits Through Culture. Click to View Presentation
Friday, December 8, 2011 B.O.S.S. Session: Maximize Tax Benefits
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Thursday, January 19, 2012B.O.S.S. Session: 401(k) Decrease Expense & Liability
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Thursday, February 16, 2012B.O.S.S. Session: 401(k) Estate Planning Click to View Presentation