Ohio Dominican University Hosts Free Financial Management Workshop

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2010-01-14

 Columbus, OH – Ohio Dominican University will host a free financial management workshop, “Navigating through Market Volatility and the Road to Recovery,” on Tuesday, January 19, 2010. The event 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.

The workshop 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. Guest parking is available in the Gold Lot, West of Sunbury Road on St. Dominic Way.

The event will feature a panel of local business professionals and an ODU faculty member that include:

  • Dr. Ken Fah, Associate Professor of Economics, Ohio Dominican University
  • Melissa Powelson, CSNA (Certified Special Needs Advisor), Merrill Lynch, Financial Advisor
  • Jeff Gouhin, CFM, CRPC (Certified Financial Manager and Chartered Retirement Planning Counselor), Merrill Lynch, Vice President and Wealth Management Advisor
  • Steve Schwanekamp, CIMA (Certified Investment Management Advisor), BlackRock, Vice President

Last October, Ohio Dominican announced a series of financial management workshops entitled “Financial Survival in Today’s Economy.” There were five workshops announced. The first event was Tuesday, November 10, 2009 and focused on “Year-End Tax Planning.”

Future workshops are scheduled for Tuesday, February 16, 2010; Tuesday, March 16, 2010; and Tuesday, April 20, 2010. Future themes include Strategies for Traditional and Roth IRAs, Portfolio Repositioning, Tax Loss Selling, and Managing Capital Gains Distribution.

This series is sponsored by Merrill Lynch.