ODU to Host Financial Management Workshops

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2009-10-22

 Ohio Dominican University will host a financial management workshop series entitled “Financial Survival in Today’s Economy.”

The five workshops are free and open to the public; however reservations are required and can be made by contacting ODU Assistant Professor John Farlin at (614) 251-4738 or e-mail, farlinj@ohiodominican.edu or ODU Assistant Professor Tony Emanuel at (614) 251-4559 or e-mail, emanuela@ohiodominican.edu.

The five workshops are Tuesday, November 10, 2009; Tuesday, January 19, 2010; Tuesday, February 16, 2010; Tuesday, March 16, 2010; and Tuesday, April 20, 2010. There is no workshop in December. All workshops will be held in the second floor conference room of ODU’s Bishop James A. Griffin Student Center, 1216 Sunbury Road (43219). Refreshments will be served from 6:00 to 6:30 p.m. and the program will follow from 6:30 to 8:00 p.m. Guest parking is available in the Gold Lot, West of Sunbury Road on St. Dominic Way.

The workshops will feature a series of panelists covering topics including Strategies for Traditional and Roth IRAs, Portfolio Repositioning, Tax Loss Selling, and Managing Capital Gains Distribution.

The first workshop on November 10 will focus on “Year-End Tax Planning” and will feature the following panel:

  • Dr. Ken Fah, Associate Professor of Economics, Ohio Dominican University
  • Frank Yankovich, CPA firm of Yankovich, Adelman, Johnson & Stevenson
  • Jeffrey D. Gouhin, CFM, CRPC, Vice President & Wealth Management Advisor, Merrill Lynch
  • Melissa Powelson, CSNA, Financial Advisor, Merrill Lynch 
  • Brian Sullivan, Senior Vice President & Senior Regional Marketing Director, Putnam Investments

Additional information regarding the future seminars will be distributed once details have been finalized.

This series is underwritten by Merrill Lynch.