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Turning Success Into Impact: Charitable Giving Strategies for Physicians
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The Columbus Medical Association (CMA) Foundation is pleased to invite central Ohio physicians to its first informational speaker session focused on planned giving and charitable strategies for physicians.

 Export to Your Calendar 4/8/2026
When: Wednesday, April 8, 2026
6:00 PM
Where: Columbus Medical Association Foundation Office
1390 Dublin Road
Columbus, Ohio  43215
United States
Contact: Paula Cosby
pcosby@cmafohio.org
6147450701


Online registration is available until: 4/8/2026
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The Columbus Medical Association (CMA) Foundation is pleased to invite central Ohio physicians to its first informational speaker session focused on planned giving and charitable strategies for physicians.

Many physicians reach a point in their careers where their balance sheet includes assets beyond their current lifestyle needs. On Tuesday, April 8 at 6:00 pm, CMA Foundation partner and sponsor, WesBanco Wealth Management, will discuss how thoughtful planning will allow physicians to support meaningful causes while also strengthening long-term financial and estate planning goals.
 
Topics will include:

• Charitable Remainder Trusts

• Qualified Charitable Distributions from IRAs

• Charitable Lead Trusts

This session is offered at no cost to central Ohio physicians and partners. Refreshments will be provided.

This is the first in a series of sessions hosted by the CMA Foundation to provide practical planned giving and charitable strategies for physicians. Additional session dates will be announced soon.
 
About the Speaker:

Kenneth Chapel is a Senior Financial Planner with WesBanco Private Client Services. He has over thirty years of experience in wealth management services.
 
Ken works closely with individuals, families, businesses and their advisors to provide clients with the education and tailored advice needed to make informed decisions about their financial future.
 
Additionally, Ken uses a goal-based financial planning approach that combines quantitative and qualitative goals and objectives to gain a holistic view in order to help achieve desired outcomes and successes.
 
He is a member of the Pittsburgh Chapter of the Financial Planning Association and the Society of Financial Service Professionals. He currently volunteers time to the Finance Committees of The Education Partnership and The Alpha Chi Rho Educational Foundation.
 
Mr. Chapel holds a Master’s degree in Finance from Robert Morris University in Pittsburgh, Pennsylvania. He maintains the requirements of the Certified Financial Planner Board of Standards, Inc. and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2006. To learn more about Ken and financial planning visit letsmakeaplan.org.