FPA All-Ohio Symposium 2027

April 26-27, 2027 · Columbus, OH

The All-Ohio Symposium is a joint effort of the state's FPA chapters and one of the largest regional planning conferences in the Midwest. Regional events like this one carry a practical advantage over national conferences: the cost and travel are low enough that a firm can send its whole team rather than one partner.

Who attends

CFP professionals and financial planners across Ohio and neighboring states, including a strong contingent of associate advisors, paraplanners and operations staff who rarely get sent to national events.

What's on the agenda

• Technical planning sessions across tax, retirement and estate

• Investment and economic outlook

• Practice management and career development

• Continuing education for CFP professionals

Why the team-wide audience matters

Operational problems are usually visible to the people doing the work rather than the people buying the software. Regional conferences that bring associate advisors and operations staff into the room surface a more honest picture of where a firm's time actually goes — and it is generally going into moving data between systems that were never built to talk.

Milemarker is the data infrastructure layer for wealth management, connecting 130+ systems so client data lives in one place.

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