This is for CPAs, CMAs, Enrolled Agents, and Accounting Professionals ONLY
CPE 4 CPAs
Wednesday, November 8, 2017
Hosted by Cologix and The Accountant Information Market
Click Here to Register Now
CPE 4 CPAs
Wednesday, November 8, 2017
Hosted by Cologix and The Accountant Information Market
Click Here to Register Now
Keynote Speaker
Johnny W. Dawson, AAMS
Edward Jones
Financial Advisor
As an Edward Jones financial advisor, Johnny Dawson wants to understand what is important to you. He uses an established process to help you build personalized strategies to achieve your goals while partnering together throughout your life to keep you on track. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family. Additionally, Johnny can help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. In addition to retirement savings, we can also help prepare for college cost, the unexpected, or plan an inheritance or estate. Johnny believes the best way to establish a financial strategy is through face to face interactions to build trust and to truly understand your needs and goals.
Prior to joining Edward Jones, Johnneved in the United States Marine Corps with multiple combat tours to Iraq and worked with the United States Secret Service following his time in the Marines. He began his Edward Jones career in 2012 as a financial advisor in Hilliard.
Johnny attended The Ohio State University and graduated Phi Sigma Theta, National Honor Society with a bachelor's degree in 2012.
Johnny and his wife Borah Dawson, have three sons named, Ayden, Maddox and Titus who are their pride and joy. We love our community and enjoy spending time outdoors, watching sporting events, attending community events and traveling.
Most recently, Johnny has been featured in the magazine On Wall Street, as well as, awarded by Columbus Business First 40 Under 40 Honoree for the class of 2017. Johnny is an active member of the community, serving as a board member for the Hilliard Alliance, a Hilliard Rotarian, Hilliard Chamber of Commerce member, USO of Central and Southern Ohio Board Member and youth volunteer coach for basketball, football and baseball.
Relationships are key and in his view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their finances and their lives. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. With Edward Jones, we are focused on you.
Edward Jones
Financial Advisor
As an Edward Jones financial advisor, Johnny Dawson wants to understand what is important to you. He uses an established process to help you build personalized strategies to achieve your goals while partnering together throughout your life to keep you on track. Working closely with you and your CPA, attorney and other professionals, he can help determine the most appropriate financial strategy for you and your family. Additionally, Johnny can help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. In addition to retirement savings, we can also help prepare for college cost, the unexpected, or plan an inheritance or estate. Johnny believes the best way to establish a financial strategy is through face to face interactions to build trust and to truly understand your needs and goals.
Prior to joining Edward Jones, Johnneved in the United States Marine Corps with multiple combat tours to Iraq and worked with the United States Secret Service following his time in the Marines. He began his Edward Jones career in 2012 as a financial advisor in Hilliard.
Johnny attended The Ohio State University and graduated Phi Sigma Theta, National Honor Society with a bachelor's degree in 2012.
Johnny and his wife Borah Dawson, have three sons named, Ayden, Maddox and Titus who are their pride and joy. We love our community and enjoy spending time outdoors, watching sporting events, attending community events and traveling.
Most recently, Johnny has been featured in the magazine On Wall Street, as well as, awarded by Columbus Business First 40 Under 40 Honoree for the class of 2017. Johnny is an active member of the community, serving as a board member for the Hilliard Alliance, a Hilliard Rotarian, Hilliard Chamber of Commerce member, USO of Central and Southern Ohio Board Member and youth volunteer coach for basketball, football and baseball.
Relationships are key and in his view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their finances and their lives. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. With Edward Jones, we are focused on you.
Guest Speakers
James B. Curtin, Esq., CPA
Hbabcak & Company, LPA
JAMES B. CURTIN, Esq., CPA (inactive) maintains a practice in the areas of estate planning, probate, tax, business formation, income tax, agriculture and elder law with the Columbus law firm of Hrabcak & Company L.P.A. Prior to entering the practice of law, Mr. Curtin practiced for fifteen years as a certified public accountant (inactive) with two international firms. He has been published in the Journal of Pension Planning and Compliance and is a contributing author for the Ohio State Bar Desk Manual on Elder Law.
Mr. Curtin is a frequent lecturer through the National Business Institute on asset protection, probate law, estate planning and taxation for professional groups. He also has lectured for the Ohio Society of CPAs on financial planning and the New York State Society of CPAs on taxation and governmental ac- counting. Mr. Curtin is a member of the Estate Planning, Pro- bate and Trust Section of the Ohio State Bar Association and a member of the Ohio State Society of CPAs. He received his B.S. degree, in accountancy, from Miami University and his J.D. degree from Capital
Hbabcak & Company, LPA
JAMES B. CURTIN, Esq., CPA (inactive) maintains a practice in the areas of estate planning, probate, tax, business formation, income tax, agriculture and elder law with the Columbus law firm of Hrabcak & Company L.P.A. Prior to entering the practice of law, Mr. Curtin practiced for fifteen years as a certified public accountant (inactive) with two international firms. He has been published in the Journal of Pension Planning and Compliance and is a contributing author for the Ohio State Bar Desk Manual on Elder Law.
Mr. Curtin is a frequent lecturer through the National Business Institute on asset protection, probate law, estate planning and taxation for professional groups. He also has lectured for the Ohio Society of CPAs on financial planning and the New York State Society of CPAs on taxation and governmental ac- counting. Mr. Curtin is a member of the Estate Planning, Pro- bate and Trust Section of the Ohio State Bar Association and a member of the Ohio State Society of CPAs. He received his B.S. degree, in accountancy, from Miami University and his J.D. degree from Capital
