Upcoming Events

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Save the date to join NAIFA-Cincinnati for a Tax Efficient Retirement Strategies meeting.

More information coming soon!

Join NAIFA-Cleveland for their January Education Program on January 9, 2025. 

RSVP for 1 hour of online insurance CE webinar, at no charge, hosted on Tues., January 14th, 12pm-1pm! *Registration will be made available beginning Wednesday, Jan 8th, 2025*

The following credit hour is being offered:

Course: Estate & Legacy Planning Webinar (1.0 hour of General CE Credit)

ODI Course ID: 70270; Instructor: Attorney Elliott Feldman (Elliott Feldman Law Group)

This course teaches you how to keep your family out of court and conflict should something happen to you.

Date: Tues, January 14, 2025
Location: Live Webinar (Online)
Time: 12:00pm-1:00pm EST
(No Exam Required At The End)

More about Estate Planning Attorney Elliott Feldman and his law firm:

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.

When Elliott was just 7 years old, his father passed away unexpectedly at the age of 47. Even though his dad, years prior, went to one of the top firms in town to get his estate plan in place, Elliott’s mom –– STILL –– had to go through almost 3 years in probate court and had to pay her probate attorney $55,000 by the end of it!

Looking back, Elliott always thought this was Malpractice.

Turns out –– it’s COMMON PRACTICE!

This is because the traditional estate planning industry creates estate plans based on an outdated methodology that pushes all clients into the same dirty, templated plan, which is destined to fail when the client’s loved ones need it most.

When Elliott became an estate planning attorney, he made a commitment to never let his clients suffer what he and his mom suffered by creating estate plans that would ACTUALLY WORK when his clients’ families would need it most by keeping the family out of court and out of conflict should something happen.

That's why Elliott is hosting this live 1-hour CE webinar for NAIFA Ohio Insurance Members at No Charge!

*As a reminder, the registration link will be made available on Wednesday, January 8th. *

Save the date to join NAIFA-Cincinnati for our February meeting.

Location:
Northwestern Mutual Life Building
3rd Floor Conference Room
3805 Edwards Rd Ste
Cincinnati, OH 45209

Cooper's Hawk Winery & Restaurant  |  4230 The Strand, Columbus Ohio 43219

Additional information coming soon.

Save the date to join NAIFA-Cincinnati for our March meeting on Business Owner Planning.

More information coming soon!

Location:
TBD

Save the date to join NAIFA-Cincinnati for our April meeting, covering Social Security.

More information coming soon!

Location:
Northwestern Mutual Life Building
3rd Floor Conference Room
3805 Edwards Rd Ste
Cincinnati, OH 45209

Brio Italian Grille  |  1500 Polaris Parkway, Columbus Ohio 43240

Additional information coming soon.

Save the date to join NAIFA-Cincinnati for our 2025 Super CE Day!

More information coming soon!

Location:
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243

Location TBD

Additional information coming soon. 

Wolf's Ridge Brewing  |  215 N 4th Street, Columbus, OH 43215

Join NAIFA-Columbus for the 30th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting!

Additional information coming soon.

Join NAIFA-Cleveland for their Holiday Party on December 19, 2024. 

Join NAIFA-Ohio members in Mansfield for a three hour Ethics CE course! Join us Friday, December 13th at the Richland Area Chamber of Commerce for "Professional Ethics", this CE Course will be presented by Edward R. Klesack, CLU, LUTCF, MBA, RFC; past NAIFA-Ohio State Membership Chair.

We will begin at 9:00 am with time to network over coffee and donuts, the course will begin at 9:30 am and run until 12:30 pm. A total of 3 hours of Ethics Continuing Education credit available! We can't wait to see you there.

Registration on site will be available, however, if at all possible, please register early to help with our breakfast count.

$20.00 Members | $30.00 Non-Members

Richland Area Chamber of Commerce
55 N. Mulberry Street
Mansfield, OH 44903

Wolf's Ridge Brewing  |  215 N 4th Street, Columbus, OH 43215

Join NAIFA-Columbus for the 29th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting!

Join NAIFA-Cleveland for their Annual Meeting on November 14, 2024.

Agenda:
4:00 - 4:30 PM - Registration
4:30 - 5:30 PM - Presentation
5:30 - 7:00 PM - Annual Meeting / Networking Social

Topic:
The Growing High-Net Worth Practice: Attract and serve today’s high-net-worth clients. This program is being filed for 1 insurance CE credit.

Presenter:
Mark Peterson
Director, Market & Portfolio Insights BlackRock

Mark Peterson is a Director on the Market & Portfolio Insights team, focused on investment strategy and education. He is a 25+ year industry veteran with extensive expertise and experience educating advisors and investors on market and investment topics. Mark’s responsibilities include relating BlackRock’s investment strategy and investment views to advisors and investors. Mark is the author of the popular Student of the Market monthly publication that is distributed widely to advisors across the country. Prior to joining BlackRock, Mark was a Director and Head of Product Strategy and Economics at Deutsche Bank. Mark has also spent time on the floor of the Board of Trade and Chicago Mercantile Exchange. Mark received a BS from Arizona State University.

Location:
Nuevo Modern Mexican & Tequila Bar
1000 E 9th Street
Cleveland, OH 44114

Registration Fees:
Member: $0.00
Member, Virtual: $10.00
Member of another NAIFA Chapter: $15.00
Member of another NAIFA Chapter, Virtual: $25.00
Non Member: $25.00
Non Member, Virtual: $35.00

Join us for our November CE/CFP Meeting for back-to-back sessions for two hours of CE on November 13th, focusing on opportunities to help clients with their Long Term Care planning.

"Demographic and Societal Trends Affecting Aging" will be a great program for advisors who would like to learn more about trends in aging and how that will affect their clients long term care and financial needs. Mark George is the owner of ISSUE Insurance Agency and his session's goal will be to raise awareness of attendees for what their clients will face as it relates to aging. Most clients are unaware of the potential challenges they will face as they age. Compared to past generations, today’s clients are living longer, have a greater likelihood of needing care, will need that care longer, the cost of their care will be significantly higher, and are likely to have a more difficult time finding quality care. We can help them be better prepared for this possibility.

"The New Wealth Transfer" will be terrific for advisors who want to learn more about trends in wealth and health in America, how they can affect estate planning for the mass affluent and how LTC planning can enhance the estate tax plans of high-net-worth clients. Matt Redick is the RVP for the Upper Midwest BGA Territory. Matt joined Nationwide in 2005 and was recognized as their Sales Associate of the Year in 2020. Matt's session will review the breakdown of wealth in America, , identifying methods for customizing a long-term-care approach based on your client’s wealth. We will discuss various long-term care solutions for mass affluent clients (net worth between $100,000-$5,000,000) and high-net-worth clients ($5,000,000+) as a result of the increasing possibility of needing long-term care to allow clients to be able to pass down their wealth.

Both courses have been approved by the Ohio Department of Insurance for 1 hour of CE each and 1 hour of CFP credit each.

Member & Non-Member Fees:
Member $20 | Non-Member $30

Location:
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243

Parking provided on-site.

LA CHATELAINE FRENCH BAKERY & BISTRO | 1500 W LANE AVE, Columbus, OH 43221 

Please join NAIFA-Columbus members and guest for a breakfast meeting with guest speaker Elena Lubenets to discuss Medicare 101. 

We kindly ask that you plan to arrive between 8:00 AM - 8:15 AM to walk through a cafeteria style line for your breakfast order in time for the start of our presentation which will begin at 8:30 AM.

Registration Costs

NAIFA Members: $15 (9/15/24 - 10/15/24); $25 (10/16/24 - 10/22/24)

Non Members: $30 (9/15/24 - 10/15/24); $40 (10/16 - 10/22/24)

Join NAIFA-Cleveland for a 4-hour Long Term Care Insurance CE course  presented by Ray Copenheaver.

EDUCATION PROGRAM AGENDA

This program is a 2 Part Series | October 10 & 17

8:30 AM -  Welcome & Announcements 

8:35 AM - Long-Term Care Partnership - 4 hr. Renewal Course,  Presenter - Ray Copenheaver, CLTC, LTCP,  Long Term Care - Ohio Agent Services

10:30 AM - Adjourn

This program has been filed with the Ohio Department of Insurance for 4 LTC CEs.

In order to attain credit, you must participate in both sessions. Partial credit can not be granted in this format.  

Registration 

• NAIFA Cleveland Member - $35.00
• NAIFA Member (not Cleveland) - $45.00
• Non Member - $60.00

Join NAIFA-Cincinnati for our October CE Meeting. We'll be meeting at the Northwestern Mutual Building and hearing from Robert Aylor, CPA. Robert's approach to tax and accounting consulting combines his obsession with number driven data with a genuine passion for listening to and understanding clients' unique needs and challenges. Leveraging over a decade of experience providing individual and business tax services to a diverse clientele, Robert has developed specific techniques to maintain compliance across the complicated tax landscape.

Emphasizing the planning process, Robert utilizes his expert knowledge of tax regulations to help his clients understand their individual situations and then find creative solutions for the best possible outcome.

Robert is a Northern Kentucky native, and he loves spending time with his family and introducing his children to new activities. He enjoys hiking, wrestling, and other hobbies that contribute to an active lifestyle.

The course will review relevant changes for tax years 2024 and beyond, as well as provide potential strategies to deal with the changes. Attendees should expect to deepen their understanding of general tax law, while fostering a mindset for tax reduction and avoidance.

This course will be great for any Insurance or Financial Professional who would like to refresh and increase their knowledge of tax regulations and general planning techniques.

This program has been approved for 2 hours of CE with the OH Department of Insurance and approved for 2 hours of CFP credit.

Member & Non-Member Fees:
Member $15 | Non-Member $25

Schedule:
7:30 am - Registration
8:00 am - Program Starts

Location:
Northwestern Mutual
Building, 3rd Floor Conference Room
3805 Edwards Rd Ste 200
Cincinnati, OH 4520

Grab your clubs and join NAIFA-Cincinnati for our annual President's Cup Golf Outing at Cincinnati's premier public championship golf course. We're excited for Glenview Golf Course to once again play host for our outing. Your registration will include your lunch, golf cart, 18 holes on this beautiful course, Dinner and entry for various prizes throughout the day! Build your team and compete as a foursome, or we can assign singles/doubles with other golfers. We can't wait to see you there!

11:00 am Registration and Lunch
12:00 pm Shotgun Start
~4:30 pm Dinner and Awards

$150.00/golfer

Glenview Golf Course
10965 Springfield Pike
Cincinnati, OH 45246

If you would like to sponsor a hole, meal or drinks for this year's outing, please visit our sponsor page!

Join us at Saucy Brew Works - Pinecrest, for our quarterly social!

This is a great opportunity for all of us to come together,
connect, and expand our professional networks.

Please RSVP at the earliest to confirm your attendance.

Thank you for being a part of NAIFA Cleveland, and we hope to see you soon!

Saucy Brew Works
400 Park Ave. Suite 170
Orange Village, Ohio 44122

Join NAIFA-Cleveland for a 3-hour Ethics CE course presented by Jim Aussem.

EDUCATION PROGRAM AGENDA

8:30AM - Welcome & Announcements

8:40AM - Ethics, presented by James Aussem of Cavitch Familo & Durkin

11:40AM - Adjourn

Location

•  VIRTUAL: Zoom
• IN PERSON: 9150 South Hills Blvd., Broadview Heights Ohio 44147

Continuing Education

This program has been filed with the Ohio Department of Insurance for 3 hours of required ethics credit.

NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance CE.

Registration

• NAIFA Cleveland Member – $25.00
• NAIFA Cleveland Member - Zoom – $35.00
• NAIFA Member (Not Cleveland) – $35.00
• NAIFA Member (Not Cleveland) - Zoom – $45.00
• Nonmember – $50.00
• Nonmember - Zoom – $60.00

Participants will better understand how advisor-hopping can lead to poor outcomes for clients. They will learn ways to build client trust through personalized marketing strategies, which leads to higher client loyalty. Finally, participants will learn methods to facilitate a smother practice transfer or sale.

Insurance and Financial Advisors should attend this program who seek to build strong, trust-based customer relationships in order to improve client outcomes, increase client retention and prepare for the transfer of a book of business to a successor agent.

This program has been approved for one hour of CE with the OH Department of Insurance and 1 hour of CFP CE.

Michael Bochnovich

Michael Bochnovich graduated from The Ohio State University in June 2007, and started his business with Northwestern Mutual two days later.  He has earned his CLU, ChFC, CFP®, and RICP designations.  Mike is a 12-time MDRT qualifying member, and has been a leader in the local Cincinnati office.  Mike enjoys working with his clients/ building relationships and solving problems.  He is the co-leader of a team of 6, with 4 CFP’s total on the team.  Mike is married to Megan, and has two daughters, Lillian and Veronica.  He enjoys golf, cooking & is a big College & NFL football fan.

James Conway, Jr.

Jim is a Financial Advisor with Prudential and principal of Robertson Conway & Company. For the last 20 years, he has built a managed money practice that includes individuals and small business owners, as well as selling health, life, disability and long-term care insurance. Prior to this, he was a nursing home administrator and director of marketing for a large nonprofit senior services organization. Currently he serves as Treasurer of the Cincinnati Playhouse in the Park, as well as a board member of the Cincinnati chapter of NAIFA. He is a 19-year member of MDRT.

Michael R. Kinzie, CLU, ChFC, CASL, LUTCF Chartered Financial Consultant

With more than 40 years of experience in the financial services industry, Michael excels at helping individuals and businesses create an integrated plan to achieve their financial goals. Specializing in Wealth Accumulation, Retirement and Pension Distribution planning, he believes the key to financial success comes from working with a sound financial advisor who focuses on your monetary objectives, manages risks, and provides you with first- class products and services.

Recognition:

• Cincinnati Association Insurance & Financial Services Advisors Hall of Fame Award
• Cincinnati Magazine 5 Star Wealth Manager Recipient, 10 years
• Top of the Table Member, Million Dollar Round Table (Life Member)

Northwestern Mutual Building
3^rd Floor Conference Room
3805 Edwards Road
Cincinnati, OH 45209

THE OSU FAWCETT CENTER | 2400 OLENTANGY RIVER ROAD, COLUMBUS OH 43210

Join your fellow NAIFA-Columbus members and guests for a Membership Breakfast Meeting at the OSU Fawcett Center.

Julia Bowling with Sedgwick will provide a brief overview of the Workers Compensation Group Rating Program. Group rating is a pooling program enabling state-funded employers with better than average claim histories to combine claim expenses and rate calculations to take advantage of premium savings currently reserved for larger employers.

Julia has 25 years in the workers’ compensation industry and the entirety with Sedgwick. She is a Business Development Manager where she assists Ohio employers and trade organizations unpack the complexities of risk management, workers’ compensation, and most specifically the Group Rating Program.

Shawn Phelps and Scott Eickelberger will be our main speakers and will discuss “Estate Planning and Tax Changes for 2025”. Use it or Lose it! The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed the federal estate and gift tax system. How do we help clients now?

Shawn Phelps is the Founder of River Tree Wealth Management, a member of Northwestern Mutual’s exclusive Private Client Group based in Columbus. The firm specializes in investment planning, estate planning & trust services, and business planning & succession.

Scott Eickelberger is a partner with Kincaid, Taylor & Geyer where he has been involved in all aspects of estate planning, estate administration and real estate matters. Scott has been the Solicitor for New Concord since 1992 and has served as the President of both the Muskingum County and Perry County Bar Associations.

RSVP for 1 hour of online insurance CE webinar, at no charge, hosted on Tues., August 13th, 12pm-1pm! 

The following credit hour is being offered:

Course: Estate & Legacy Planning Webinar (1.0 hour of General CE Credit)

ODI Course ID: 70270; Instructor: Attorney Elliott Feldman (Elliott Feldman Law Group)

This course teaches you how to keep your family out of court and conflict should something happen to you.

Date: Tues, August 13, 2024
Location: Live Webinar (Online)
Time: 12:00pm-1:00pm EST
(No Exam Required At The End)

More about Estate Planning Attorney Elliott Feldman and his law firm:

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.

When Elliott was just 7 years old, his father passed away unexpectedly at the age of 47. Even though his dad, years prior, went to one of the top firms in town to get his estate plan in place, Elliott’s mom –– STILL –– had to go through almost 3 years in probate court and had to pay her probate attorney $55,000 by the end of it!

Looking back, Elliott always thought this was Malpractice.

Turns out –– it’s COMMON PRACTICE!

This is because the traditional estate planning industry creates estate plans based on an outdated methodology that pushes all clients into the same dirty, templated plan, which is destined to fail when the client’s loved ones need it most.

When Elliott became an estate planning attorney, he made a commitment to never let his clients suffer what he and his mom suffered by creating estate plans that would ACTUALLY WORK when his clients’ families would need it most by keeping the family out of court and out of conflict should something happen.

That's why Elliott is hosting this live 1-hour CE webinar for NAIFA Ohio Insurance Members at No Charge!

Join us Thursday, May 23rd for NAIFA-Cincinnati's May Member Meeting & Happy Hour! We can't wait to see you from 4:30 - 6:30 pm as we receive a Market and Economic Update from Scott Wilson of First Trust & have a Happy Hour!

Hoppin Vines
8150 Montgomery Rd
Cincinnati 45236

Members: Free for Members, but please RSVP | Non-Members: $10.00

This program has been filed with the Ohio Department of Insurance for 1 CE.  CE's will be filed within two weeks of the program date &  certificates of completion will be sent in accordance with ODI guidelines.

During their presentation, Sebastian and Jake will discuss the corporate implications of selling your company. They will address how to maximize the value of your book of business and position your company for an exit, valuing your brand and the current M&A landscape. They will also discuss tax reorganization before selling your company. They will cover selling your practice as a C corporation, S corporation, LLC as well as selling an interest in a partnership or in a disregarded entity. Lastly, they will address state tax implications.

HYBRID: Zoom & 9150 South Hills Blvd., Broadview Heights, 44147

• In Person/NAIFA-Cleveland Member – $0.00
• In Person/Member of Another NAIFA Chapter - $15.00
• In Person/Non Member – $25.00
• Zoom/NAIFA-Cleveland Member – $10.00
• Zoom/Member of Another NAIFA Chapter – $25.00
• Zoom/Non Member – $35.00

NAIFA-Cincinnati invites you to attend this year's Super CE Day at the Kenwood Country Club on May 2nd, 2024!

Join us for the day to earn 7 hours of CE, connect with fellow professionals from the Cincinnati area and have a great time. We'll have 3 hours of CE in the morning, lunch provided by Kenwood, followed by two tracks in the afternoon of four hours each. For those who need their 4-hour LTC refresher, John Murray will be presenting to get you your credits. We'll have 3 hours of Ethics CE in the morning, lunch with 1 hour of CE provided by Kenwood, followed by two tracks in the afternoon with up to four hours each.

For those who need their 4-hour LTC refresher, John Murray will be presenting to get you your credit. If LTC isn't needed, we'll have a separate track of CE available for you as well! Our non-LTC track will include two 1-hour presentations, Seven Ideas to Manage RMDs and Creditor Concerns for Retirement Savings, from Susan Wood, a Senior Retirement Strategies Consultant with Pacific Life. Next we'll hear from Andrea Seidt, Commissioner, Ohio Department of Commerce, Division of Securities, to share Recovery Within Reach: Resources for Financial Pros to Help Clients Find and Pay for Treatment; this course will qualify for 1 hour of Ethics/Viatical Settlement CE.

8:00 am - Arrivals, Registration and Hot Breakfast sponsored by Capital Group | American Funds

8:30 am - Morning CE begins - 3-hour Professional Ethics presented by Abacus Life

Noon - Lunch - sponsored by BlackRock
Lunch Presentation by Ricky Ruiz, Vice President, Market Leader, BlackRock 

• The Growth Formula - 1hr of CE for the following designations - CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC (please note, this course is not for general industry CE for FINRA licenses)

1:00pm - Afternoon CE tracks begin: sponsored by New York Life

*LTC Track - 1-4pm LTC Refresher course with John Murray

*General Track - 1-4pm

• Seven Ideas to Manage RMDs - presented by Pacific Life
• Creditor Concerns for Retirement Savings - presented by Pacific Life 
• Recovery Within Reach - helping clients find financial help to battle addiction - presented by Andrea Seidt, OH Dept of Commerce

by 5:00 pm - Wrap up and departures

Pricing:
Morning Only - 
Members: $30.00 | Non-Members: $40.00

Afternoon Only - 
Members: $40.00 | Non-Members $50.00

Full Day - 
Members: $60.00 | Non-Members: $80.00

Breakfast Sponsor:   

Morning Sponsor:   

Lunch Sponsor: BlackRock

Afternoon Sponsor:

Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243

Join fellow NAIFA-Ohio members for our 2024 Legislative Reception at the Athletic Club of Columbus!

Starting from 4:00 - 5:00 pm we will hear from Local and State NAIFA Leaders, recognize the great work of some of our fellow NAIFA Members, share what's happening around the Buckeye State as well as catch up with old friends and make some new connections before we begin the legislative reception.

Beginning at 5:00 pm, we'll have the opportunity to meet and speak with our state legislators and policymakers. This is a terrific opportunity to Advocate for your clients, industry and profession to leave a lasting impact on the decisions shaping our future.

Attendees who wish to receive four (4) hours of association membership CE credit can earn them by attending this event.

Members: $25.00 | Non- Members: $50.00

The Athletic Club of Columbus
136 East Broad Street
Columbus, OH 43215

Join NAIFA-Cleveland in person or virtually on Zoom on April 11th for Why and When to Utilize a Trust Officer presented by David S. Banas, JD of Huntington Private Bank.

This program has been filed with the Ohio Department of Insurance for 1 CE.

It has become more common in estate planning to name a family member or other personal advisor as Successor Trustee of Revocable Living Trusts. In some cases, this is the most economical, efficient, and practical choice. But with changes on the horizon related to estate, gift, and generation skipping transfer taxes, as well as cultural and societal shifts, utilizing a corporate trustee can provide an unbiased, one-stop administrator of complex trusts that can save time, avoid duplicative expenses, ensure adherence to both the trust and internal revenue codes, and extinguish future liability as funds are distributed to the beneficiaries. A corporate trustee provides professional management and peace of mind knowing that the burden of trust administration will not be laid upon family members.

Join NAIFA-Ohio's Mansfield Affiliate for six (6) hours of CE on March 20th! We will have two hours of CE in the morning before holding a four hour Long Term Care Insurance (LTCi) refresher course which will complete your two year mandatory Ohio Partnership Training Requirements!

10:00 am - Noon: 2 classes presented by Ali Khodadad, Director of Advanced Marketing, Jackson National Life

"One Size Does Not Fit All: Generating Retirement Income for Every Client" & "Help Identify and Plug the Holes in your Client's Buckets"

Lunch will be provided by Jerod Long, Catholic Financial Life.

1:00 - 5:00 pm: Long Term Care Insurance Refresher Course, Marty Puin, CLTC, President of Marty Puin & Associates. Marty's class has been interesting and lively in the past and we hope you can join us!

Richland County Fairgrounds
750 N Home Rd
Mansfield, OH 44906

Members: $60.00 | Non-Members: $80.00

Join NAIFA-Columbus members for a panel discussion focused on "Interest Rates, Savings Vehicles, and the 2024 Real Estate Market". The panel will be moderated by NAIFA-Columbus Board Member and FSP President, Ryan Beal. Panelists include Ohio Treasurer, Robert Sprague and Senior VP of Mortgage Lending at Guaranteed Rate, Jason Harris. 

Advanced Registration Costs:

• Members: $10.00
• Non-Members/Guests: $20.00

Walk-In Registration Costs:

• Members: $15.00
• Non-Members/Guests: $30.00

THE OSU FAWCETT CENTER
2400 OLENTANGY RIVER ROAD
COLUMBUS OH 43210

Join NAIFA-Cleveland virtually on Zoom for Protecting Your Client's Financial Plan During Their Working Years presented by Corey Anderson. We can't wait to see you! 

Protecting a financial plan for a client that is working is important because they need to start with protecting their income should they become sick/hurt and unable to work. 1 in 4 clients entering the workforce will become sick/hurt for 90 days or more before age 65. We will review major limitations/pitfalls of income protection planning and how to easily solve this with multiple strategies.

8:30AM   Welcome and Announcements

8:40AM   Presentation
                    Topic | Protecting Your Client's Financial Plan During Their
                                  Working Years
                    Presenter | Corey Anderson of Disability Insurance Geek

9:40AM   Adjourn

This program has been filed with the Ohio Department of Insurance for 1 CE.

Join your colleagues Thursday, March 7th at the Northwestern Mutual Building for NAIFA-Cincinnati's March Member Meeting! We'll be joined by John Price as he discusses Life Insurance Products and their evolution over time. We can't wait to see you from 8:00 - 10:00 am. This course has been approved by the Ohio Dept. of Insurance for 1 hour of General CE

Members: $15.00 | Non-Members: $25.00

Northwestern Mutual Building
3rd Floor Conference Room
3805 Edwards Road
Cincinnati, OH 45209

Join your colleagues at Fire 45 Grille for Networking with NAIFA-Cleveland! Hang with friends new and old, have a drink, and catch up on all things NAIFA. Cash bar. We can't wait to see you! 

Fire 45 Grille & Social
6031 Royalton Rd.,
North Royalton, OH 44133

Join us Thursday, February 15th at the Northwestern Mutual Building for NAIFA-Cincinnati's February Member Meeting! We will hear from Nick Perrino from Prodigy Title Agency, LLC. 

Nick currently works with more than 10 banks and 20+ mortgage companies in performing all aspects of Real Estate Closings for residential and light commercial properties. He brings a great deal of expertise, having taught over 500 Real Estate Courses to Realtors and Lenders.

If you’d like to increase your knowledge about the considerations your clients need to take as it relates to Titling Properties and Deeds, you should attend this course. Nick will cover common forms of Deeds, options to consider when titling involves two or more, probate avoidance and other considerations.

Members: $15.00 | Non-Members: $25.00

This course has been approved by the Ohio department of Insurance for 1 hour of Title CE.

Northwestern Mutual Building
3805 Edwards Road, Ste 200
Cincinnati, OH 45209

We hope you'll join us!

This program has been filed with the Ohio Department of Insurance for 1 CE.

Virtually on Zoom
OR
9150 South Hills Blvd.
Broadview Heights, OH 44147

Join the Cincinnati chapter of FSP and NAIFA as they welcome you to join them January 23rd for our first CE Meeting of 2024. We hope you will come out to Trio Bistro as we learn from industry experts from John Hancock who will provide updates and their insight with us.

We'll kick things off with a welcome from Regional Vice President, Bobby Labadini, followed by Hayden Main, Regional Vice President, with an update on the Secure Act and 401k Prospecting Resources and then Emily Roland, Chief Investment Strategist will increase our Market Intelligence, covering topics like the Longevity of Inflation, Path of Interest Rates and Areas of Opportunities. This session is ideal for anyone in the Financial Services Profession who wants to better understand the current Market to better serve their clients!

This course is pending 1 hour of general CE Credit.

Members: $15.00 | Non-Members: $25.00*

Trio Bistro
7565 Kenwood Road
Cincinnati, OH 45236

Please make sure to register early so we can ensure we have enough seating and help with our lunch count!