At 11:00 am, Ray Smith will begin our meeting with a CE presentation entitled “The psychology of investing, #6000103763”.

This course is approved for 1 hour of General CE credit and is a guide to help financial advisors recognize their client’s emotions in various investment situations and explains why those emotions can affect money.  It will discuss how the advisor can work to put their client in the best position to meet their financial goal.  

Next, we have invited John Newhouse, Senior Director of Gift Planning with the OSU Foundation to come back.  He will provide an overview of some of the recent changes in estate planning, so everyone is up to date.