BROUGHT TO YOU BY

Columbus
Financial Planning Day
SATURDAY, OCTOBER 8, 2011
Welcome
Welcome and thank you for attending todays Financial Planning Day!
Dear Financial Planning Day attendee,
You may have come across the term fnancial planning and wondered what
it means. You may have decided to start your own fnancial plan but youre not
sure how to begin. Or you may have a specifc question about your personal
fnancial planning situation and feel its time you went to a fnancial planner for
some professional advice. No matter what category you are in, todays Financial
Planning Day can help you get the information you need.
We are very pleased to welcome you to this special event. Over the years, our
organizations have seen up close the economic challenges people are facing
across our nation. Many have pressing fnancial questions that need answers, and
unfortunately, many have not had the opportunity to discuss those questions with
professional fnancial planners. This has presented usthe fnancial planning
community and local governments nationwidewith a shared vision to unite our
collective resources and bring you Financial Planning Days.
Todays Financial Planning Day is an opportunity to get your fnancial questions
answered by professional fnancial planners. These professionals include those
who have earned the prestigious CERTIFIED FINANCIAL PLANNER

certifcation
and experts from the Financial Planning Association

. Your conversations are

confdentialthere will be no sale of products or services and not even a business
card will be offered. In other words, there are no strings attached. In addition to
the one-on-one advice, youll be able to attend educational workshops addressing
popular fnancial topics.
We hope that todays Financial Planning Day will provide you with frst-hand
experience on how fnancial planning can improve your life. And to help you get
started with your own fnancial plan after todays event, be sure to pick up the free
publications and resources.
Sincerely,
Certifed Financial Planner Board of Standards
Financial Planning Association
Foundation for Financial Planning
The United States Conference of Mayors
Schedule
10:00am
2:00pm
Ask-a-
planner
clinic
10:00am
Public registration opens
Workshops
10:30am
11:30am
College
Planning
11:45am
12:45pm
1:00pm
2:00pm
2:00pm
Conclusion
Session 4 Session 3 Session 2 Session 1
Managing
Credit and
Debt Wisely
Protect
Yourself:
Legal
Documents
Everyone
Should
Consider
Social
Security &
Medicare
Planning
College
Planning
Managing
Credit and
Debt Wisely
Protect
Yourself:
Legal
Documents
Everyone
Should
Consider
Social
Security &
Medicare
Planning
College
Planning
Managing
Credit and
Debt Wisely
Protect
Yourself:
Legal
Documents
Everyone
Should
Consider
Social
Security &
Medicare
Planning
All activities are taking place on the
third oor
Volunteers
For your convenience, contact information for fnancial planners who have volunteered at todays
Financial Planning Day is included in this directory, along with additional languages they speak other
than English. Please note that we have verifed only that each volunteer holds CFP

certifcation; other
designations listed are provided at the request of the individual and have not been verifed.
Teri R Alexander, CFP, M.S., CFP

1570 Fishinger Rd.

Columbus, Ohio 43221
614-538-1600
talexander@afp-advisors.com
www.alexanderfnancialplanning.com
Thomas Bates, CFP

4656 Executive Dr Suite 100

Columbus, Ohio 43220
614-459-0338 x206
tom99bates@yahoo.com
www.bates-fnancial.com
Carl Buckner
7892 Tipperary Ct. S
Dublin, OH 43017-8510
614-792-9685
carlb123plnr@gmail.com
www.sestina.com
Ron Cain, CFP

3421 Ridgewood Rd Ste 250

Fairlawn, OH 44333
330 352-6464
cpa@1040.com
SPWS-Planning.com
Linda Campbell, CFP

1801 Watermark Dr.

Columbus, OH 43215
6144816900
linda.campbell@b-r-r.com
b-r-r.com
Daniel Due, CFP

1801 Watermark Dr. Suite 300

Columbus, OH 43215-7088
614.481.6900
ddue@b-r-r.com
www.b-r-r.com
Jason Farris, CFP

941 Chatham Lane, Suite 212

Columbus, Oh 43221
614-457-7026
jfarris@waller.com
www.waller.com
Carol Friedhoff, CFP

6336 Phoenix Park Dr

Dublin, OH 43016
614-873-2874
carol@savvyoutcomes.com
www.savvyoutcomes.com
Ann Marie Harrison
460 Polaris Parkway, Suite 100
Westerville, OH 43082
614-432-1070
aharrison@metlife.com
Jim Hyre, CFP

2074 Arlington Ave.

Upper Arlington, OH 43221
6142259400
jim.hyre@raymondjames.com
www.hyreandassociates.com
Daniel Lamacchia, CFP

485 Metro Place South, Ste 300

Dublin, OH 43017
614-764-7507
dan.lamacchia@wellsfargoadvisors.com
Dan Lindelow, CFP

9249 Centauri Ave

Columbus, OH 43240
614-638-9913
danlindelowcpa@yahoo.com
www.actfnancialpartners.com
Volunteers continued
Mark Massen, CFP

PO Box 53
Westerville, OH 43086
614-794-5738
LColonel05@aol.com
LColonel05@aol.com
Erin Mentel-Gaeta, CFP

3478 N High Street

Columbus, OH 43214
614-354-4740
egaeta@cephascm.com
Joseph Messinger
2029 Riverside Dr. Ste 204
Columbus, OH 43221
614-754-7805
jsm@capstonewealthpartners.com
www.capstonewealthpartners.com
Brian Mills, CFP

300 Spurce Street Suite 250

Columbus, OH 43215
614-573-7776
BMILLS@SSANDG.COM
Kristen Moosmiller, CFP

1621 W 1st Ave

Columbus, OH 43212
614-481-8449
kmoosmiller@pdsplanning.com
http://pdsplanning.com
Josh Nalli, CFP

655 Metro Place South Suite 450

Dublin, OH 43017
6147263404
jnalli@ampf.com
http://www.ameripriseadvisors.com/
joshua.c.nalli/
Donald Rivers, CFP

700 Ackerman Road, Suite 400

Columbus, Ohio 43202
614 519 6177
donald.rivers@wellsfargoadvisors.com
Isao Shoji, CFP

655 Metro Place South, Suite 450

Dublin, OH 43017
614-726-3452
Isao.L.Shoji@ampf.com
www.ameripriseadvisors.com/Isao.L.Shoji
Japanese
Seth Tenpenny, CFP

155 East Broad Street

Columbus, Ohio 43215
614-463-7365
seth.tenpenny@pnc.com
Gregg Timura, CFP

2001 Crocker Road

Westlake, OH 44145
440.899.8600 x6629
gregory.j.timura@ampf.com
ameripriseadvisors.com/gregory.j.timura/
Amy Weldele, CFP

1801 Watermark Drive, Suite 300

Columbus, Ohio 43215
614-481-6900
amy.weldele@b-r-r.com
www.b-r-r.com
Our sincere appreciation for all our volunteers who have helped make
this day a success and benecial for all!
Topics
General nancial
planning
Planning your fnancial future
College planning
Debt reduction & credit repair
Money management & budgeting
Special circumstances
Job loss and job change
Foreclosure assistance
Change in marital status
Investment planning
Investment strategies
Asset accumulation
Generating investment income
Retirement planning
Building a retirement fund
401(k) and 403(b) plans
IRA accounts
Social Security
Income tax planning
Tax reduction strategies
Charitable contributions
Small business taxation
Estate planning
Building an inheritance
Wills and trusts
Estate tax strategies
Insurance planning
Life insurance coverage
Disability insurance
Long-term care planning
Employee benets
Managing health insurance
Health savings accounts
Pension benefts
Notes
Acknowledgments
For additional resources and to learn about future events, visit
www.FinancialPlanningDays.org
Columbus Financial Planning Day is presented by
Financial Planning Association of Central Ohio
Certifed Financial Planner Board of Standards
Foundation for Financial Planning
The United States Conference of Mayors
Additional support has been provided by
Ohio Department of Insurance
Social Security Administration
A special thank-you to our host, the Columbus Metropolitan Library
National media sponsor