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3 min read

Blake Wealth Partners in Columbus, Ohio is a NAIFA 100% Agency

By NAIFA-Ohio on 7/24/24 11:21 AM

All of the firm’s advisors become NAIFA members and are poised to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Blake Wealth Partners in Columbus, Ohio has become a NAIFA 100% Agency. Under the membership program, Blake Wealth Partners has enrolled all of its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs, and encourages them to participate in NAIFA as a group. Group members are proudly displayed to consumers on the consumer-facing financialsecurity.org site and members are listed in Life Happens’ “Find a Financial Service Professional” search at www.lifehappens.org.

Topics: Membership NAIFA 100% Agency Ohio
1 min read

NAIFA-Ohio Call for Board & Committee Volunteers

By NAIFA-Ohio on 5/29/24 11:09 AM

Ready to join the action at NAIFA-Ohio? Our organization continues to evolve and adapt to an ever changing landscape, and we need your help to keep the momentum going!

Topics: Ohio

NAIFA-Ohio Week in Review

By NAIFA-Ohio on 5/21/24 3:43 PM

Catch up on the latest "Week in Review". This report reflects the latest happenings in government relations, in and around the Ohio Statehouse. You'll notice that it's broad in nature and on an array of topics, from A-Z.

Topics: State Advocacy Federal Advocacy Government Relations Ohio
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
1 min read

NAIFA-Ohio Week in Review

By NAIFA-Ohio on 7/24/23 3:00 PM

Catch up on the latest "Week in Review". This report reflects the latest happenings in government relations, in and around the Ohio Statehouse. You'll notice that it's broad in nature and on an array of topics, from A-Z.

Topics: Education Medicaid State Advocacy Higher Education Federal Advocacy Government Relations Ohio
1 min read

NAIFA-Ohio Week in Review

By NAIFA-Ohio on 7/17/23 10:15 AM

Catch up on the latest "Week in Review". This report reflects the latest happenings in government relations, in and around the Ohio Statehouse. You'll notice that it's broad in nature and on an array of topics, from A-Z.

Topics: Education Medicaid State Advocacy Higher Education Federal Advocacy Government Relations Ohio
1 min read

NAIFA-Ohio Week in Review

By NAIFA-Ohio on 7/10/23 3:13 PM

Catch up on the latest "Week in Review". This report reflects the latest happenings in government relations, in and around the Ohio Statehouse. You'll notice that it's broad in nature and on an array of topics, from A-Z.

Topics: State Advocacy Higher Education Federal Advocacy Government Relations Ohio
1 min read

NAIFA-Ohio Week in Review

By NAIFA-Ohio on 6/26/23 3:38 PM

Catch up on the latest "Week in Review". This report reflects the latest happenings in government relations, in and around the Ohio Statehouse. You'll notice that it's broad in nature and on an array of topics, from A-Z.

Topics: Education Medicaid Taxes State Advocacy Federal Advocacy Government Relations Ohio
1 min read

NAIFA-Ohio Week in Review

By NAIFA-Ohio on 6/12/23 4:12 PM

Catch up on the latest "Week in Review". This report reflects the latest happenings in government relations, in and around the Ohio Statehouse. You'll notice that it's broad in nature and on an array of topics, from A-Z.

Topics: Education State Advocacy Higher Education Ethics Federal Advocacy Government Relations 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

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