Luncheon Meeting - Estate and Life Planning Issues for the Middle-Income Client
Date: Tuesday, November 8, 2022
Time: 11:45am - 1:00pm
Location: Dinsmore & Shohl, 255 E. 5th Street, Suite 1900, Cincinnati, OH, 45202
Speaker: David Hultstrom, MBA, CFP®, CFA, ChFC®, CAIA, CPWA®, CIMA®
Join us on Tuesday, November 8th at 12:00 PM with David E. Hulstrom, MBA, CFP®, CFA, ChFC at the Dinsmore & Shohl office for his presentation, Estate and Life Planning Issues for the Middle-Income Client.
Boxed lunches will be provided to all attendees.
We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
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Date:
Tuesday, November 8, 2022
Time:
11:45 AM - Registration
12:00 PM - Program
1:00 PM - Adjourn
Cost:
Members - $15.00
Non-Member - $35.00
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Location:
Dinsmore & Shohl, LLP
255 E. Fifth Street
Suite 1900
Cincinnati, OH 45202
Deadline to Register:
Thursday, November 3, 2022
Note: refunds will not be given for cancellations received after the deadline.
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APPROVED CEU Credits
CFP
CPA
KY Legal
OH Insurance
OH Legal
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2022-2023 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Thank you to our
Luncheon Sponsor!
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David E. Hulstrom, MBA, CFP®, CFA, ChFC
President
Financial Architects, LLC
For over a decade Mr. Hultstrom has served as president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.
He began his career as a Financial Advisor at a small firm in Florida. Realizing his clients’ need for more comprehensive financial advice, he worked for several years in the tax field while earning his MBA and was subsequently a Vice President at Wheat First Butcher Singer (now Wells Fargo Advisors) where he was responsible for teaching financial advisors the nuances of various financial planning and investment techniques as well as the latest technology tools.
Mr. Hultstrom then joined Financeware as the Director of Training where again he instructed financial advisors in the proper methods of performing sophisticated modeling of financial plans and constructing appropriate investment portfolios. Subsequently, he founded Financial Architects, LLC to help individuals more directly.
Mr. Hultstrom has served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals through several universities and other organizations.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a newsletter and a blog for thousands of financial professionals and has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.
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