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Early Professional Workshop - Financial Wellness 101 – A Plan for Your Financial life
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When: Wednesday, March 20
5:30 - 7:30 PM
Where: OPTA Office
1085 Beecher Crossing North,
Suite B
gahanna, Ohio  43230
United States
Contact: OPTA Office

Online registration is closed.
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Healthcare in the United States is changing rapidly. The Physical Therapy profession is posed to leverage our unique skillsets as the conversations continue to shift towards value-based care. The OPTA recognizes that in order to best position the Physical Therapy practice we need strong leaders to emerge from the ranks of our early professionals. Financial Wellness 101 is the first of a series of L.I.F.E skills workshops that are tailor specifically to aiding early professional navigate the complexities of life outside of the classroom. By attending these workshops early professionals will enhance their knowledge and skills in areas pertaining to Leadership, Innovation, Finances, and Engagement. The materials covered during each workshop will be an impactful blend science and anecdote. This workshop will specifically look to expose early professional, physical therapist, to the positive influence a written financial plan can have on their professional development.

Course Agenda




5:30 – 6:00 PM

Networking & Dinner


6:00 – 6:05 PM

Welcome & Introductions

Marcus Williams

6:05 – 6:35 PM

A Plan for Your Financial Life

Mose Richardson

6:35 – 7:00 PM

Case Review – Real Life Finances

Mose Richardson

7:00 – 7:30 PM

Q+A & Networking

Mose Richardson

Workshop Details: 

What: Financial Wellness 101 – A plan for your financial life

When: Wednesday, March 20

Where: OPTA Office | 1085 Beecher Crossing N., Gahanna, Ohio 43230

Time: 5:30 - 7:30 PM

CEUs: Approved for Ohio 1.5 CEUs #19S0578

Presenter: Mose Richardson Jr., CFP®, CLU® | Vice President – Wealth Management Certified Financial Planner™

Cost: Free to OPTA Early Professional Members

Registration Info: Space is limited to 12 spots for this workshop. Once the spots are filled, registration will be closed. 

Questions? Contact the OPTA office at 


Contact Us

©2015 Ohio Physical Therapy
Association (OPTA)
1085 Beecher Crossing North,
Suite B - Gahanna, OH 43230
Tel: (614) 855-4109
OPTA Email:
CE Apps: