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1 min read

Recovery Within Reach Approved for CE!

By NAIFA-Ohio on 9/19/23 4:01 PM

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 27th in Cincinnati (virtual registration is available)

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

Topics: Financial Planning Education Continuing Education Family Addiction Ohio
2 min read

Recovery Within Reach Program

By NAIFA-Ohio on 6/8/23 3:43 PM

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,

Topics: Financial Planning Education Continuing Education Family Addiction Ohio