All topics

The Markets Group 2017 Private Wealth Ohio Forum provides a meeting space in Columbus for the largest high net worth advisors, RIAs, private banks and family offices in Ohio to meet behind closed doors for education and networking focusing on how client intermediaries can better select and enact asset protection and asset allocation strategies. Speakers at this year's forum will include Paul Bodnar Investment Specialist at CM Wealth Advisors, Michael Novak Managing Director of Wellspring Financial Advisors, Russell Moenich CIO of Sequoia Financial Group, and more.