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DTSTART:20221108T164500Z
DTEND:20221108T180000Z
LOCATION:Dinsmore & Shohl, 255 E. 5th Street, Suite 1900, Cincinnati, OH, 45202
UID:2327520221108T164500ZLuncheon Meeting - Estate and Life Planning Issues for the Middle-Income Client
DTSTAMP:20260525T174453Z
DESCRIPTION:\n   \n  \n \nJoin 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. \n  \nBoxed lunches will be provided to all attendees. \n \nWe hope to see you there! \n  \nBoard of Directors, Cincinnati Estate Planning Council      \n  \nEvent Details     \n \n   \n  \nDate: \n \nTuesday, November 8, 2022 \n  \nTime: \n11:45 AM - Registration \n12:00 PM - Program \n1:00 PM - Adjourn \n  \nCost: \nMembers - $15.00 \nNon-Member - $35.00      \n \n   \n  \nLocation: \n \nDinsmore & Shohl, LLP \n255 E. Fifth Street \nSuite 1900 \nCincinnati, OH 45202 \n  \nDeadline to Register: \nThursday, November 3, 2022 \nNote: refunds will not be given for cancellations received after the deadline.      \n  \n  \n \nAPPROVED CEU Credits \n  \nCFP \nCPA \nKY Legal \nOH Insurance \nOH Legal      \n \n   \n  \n \n \n2022-2023 Season Sponsor \nWe are proud to welcome the \nGreater Cincinnati Foundation back as our season sponsor!      \n  \n[](https://www.gcfdn.org/)     \n \n   \n  \n[](https://www.gcfdn.org/)     \n  \n \n \nThank you to our \nLuncheon Sponsor! \n          \n  \nAbout the Speaker   \n  \n  \n      \n \nDavid E. Hulstrom, MBA, CFP®, CFA, ChFC \nPresident \nFinancial Architects, LLC \n  \nFor 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. \n  \nHe 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. \n  \nMr. 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. \n  \nMr. 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. \n  \nHe 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.
SUMMARY:Luncheon Meeting - Estate and Life Planning Issues for the Middle-Income Client - Cincinnati Estate Planning Council 
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