Elliott Feldman became an estate planning attorney as a consequence of being in the exact position that you never want your family to be in.

Draining their 401k. A second mortgage. Unexplained spending. If addiction happens to your clients, would you know the signs? Learn how to save your clients from personal and financial destruction by attending a free in-person training worth either 3.5 hours of CFP continuing education credit or 3 hours of ODI CE credit (ODI CE is currently approved for virtual live training, however, in-person CE approval expected in time for the live event). 

Addresses for each training will be found on the registration page, linked below.
Date & Times for these trainings are:
8:00 am - Noon, Wednesday, Sept 27^th in Cincinnati (virtual registration is available)

8:00 am - Noon, Friday, Nov 10^th in Cleveland (virtual registration is available)

Financial Advisers are sometimes the first to see the financial red flags associated with addition, yet they might not feel comfortable talking with their clients about such a serious, personal issue. 

The Division of Securities, which is part of the Ohio Department of Commerce, is hoping to change that mindset with a new statewide campaign. Recovery Within Reach,

Join us in Mansfield for a SUPER CE DAY – Life and Health!
Sponsored by Jackson National Life Insurance.
8 hours of Continuing Education credit available.