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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)

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Topics: Financial Planning Education Continuing Education Family Addiction Ohio
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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.

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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.

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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.

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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.

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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.

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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,

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

2023 Ohio Legislative Reception

By NAIFA-Ohio on 4/10/23 3:59 PM

Advocacy is the cornerstone of NAIFA. As such, we invite NAIFA-Ohio members and colleagues to participate in our 2023 Legislative Reception on April 25th in Columbus. 

This annual event offers NAIFA members an opportunity to directly interact with our local Legislative Representatives

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Topics: Advocacy State Advocacy Legislative Day Ohio

NAIFA-Ohio Week in Review

By NAIFA-Ohio on 2/21/23 9:57 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. This weekly report is compiled by our NAIFA-Ohio Lobbyist firm, ZHF Consulting. You can read their full report through the link below.

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Topics: Advocacy Education Medicaid State Advocacy Family Federal Advocacy Government Relations Ohio
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