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Upcoming Events


Thank you, NAIFA-ohio sponsors!

Bronze Sponsors

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The event is brought to you by
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IFAPAC Fundraiser

September 27, 2022

4:00 - 6:00 PM

Members are encouraged to consider making a contribution to support IFAPAC during this event. IFAPAC donations can only be made from NAIFA members and must be made payable with personal checks only. 

A $50 donation is the suggested minimum to be given as contribution to IFAPAC, however any amount will be appreciated. If you would like to make a contribution, please bring a check, made payable to NAIFA IFAPAC, with you to this event.

If you would like to make a contribution and are unable to attend this event, please mail a check, made payable to NAIFA IFAPAC, to:

NAIFA-Columbus
3755 Attucks Drive
Powell Ohio 43065

IFAPAC Disclaimer: Contributions to IFAPAC are voluntary and are used to contribute to campaigns of candidates for elected office. Your contributions will be divided between your state chapter’s IFAPAC and IFAPAC National, if you have directed NAIFA to do so. You can contribute more or less than the suggested amount. You have the right to refuse to contribute without reprisal. The amount contributed will not benefit or disadvantage you in any way. Corporate contributions to IFAPAC’s political fund are prohibited. Contributions to IFAPAC are not deductible for federal income tax purposes.

REGISTER HERE


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This event is brought to you by
NAIFA_Cincinnati

President's Cup Golf Outing

October 10, 2022

1:00 pm Shotgun Start

Join NAIFA-Cincinnati for our annual President's Cup Golf Outing on Monday, October 10th! Come on out to Glenview Golf Course for a day filled with friends, fun, and, of course, golf. We can't wait to see you there!

1:00 pm Shotgun Start

Registration includes lunch, golf, drinks, dinner, and prizes

Glenview Golf Course
10965 Springfield Pike
Cincinnati, OH 45246

LEARN MORE & REGISTER


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The Webinar is bought you by
NAIFA_Cleveland

2022 NAIFA-Cleveland LTC Renewal Course
PART ONE of TWO PART SERIES

Ray Copenheaver, CLTC, LTCP

October 13, 2022 (This is a two part series)

8:30 - 10:30 am

Join NAIFA-Cleveland October 13th beginning at 8:30 am on Zoom for the first part in a TWO part series - LTC 4 Hour Renewal Course with Ray Copenheaver! 

This program is a 2 Part Series | October 13th & 20th

8:30 AM     Welcome & Announcements

8:35 AM     Presentation | 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 submitted to the Ohio Department of Insurance for 4 LTC CE.

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

REGISTER HERE


Brio

The event is brought to you by
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Membership Luncheon

October 19, 2022

11:30 am - 1:00 pm

Join NAIFA-Columbus members and guests for our October Membership Luncheon!

ABOUT THE PRESENTATION

The presentation will demonstrate how permanent cash value life insurance plays an important role in financial planning during the retirement. John will discuss:

  • Managing risks in retirement - withdrawal risk, sequence of returns, longevity risk/outliving assets, inflation risk and taxes
  • How the tax preferred treatment and flexibility of permanent life insurance can provide a backstop against these risks in retirement
  • How permanent life insurance provides tax and portfolio diversification for a client’s financial plan. A key takeaway is for financial advisors and planners to consider permanent life insurance when helping their clients prepare for and live their retirement years.

ABOUT THE PRESENTER

John joined John Hancock in March 2020 and has qualified for Leaders Conference and President’s Council. He has 34 years of life insurance and brokerage experience along with expertise in sales, product, underwriting and operations, as well as having served on a number of BGA advisory boards and committees. John began his career as a home office underwriter and has held senior leadership and executive positions at both carriers and brokerage distributors, leading sales organizations and successfully driving growth in brokerage agencies, RIAs, and P & C firms, as well as in regional banks and institutions.

John is a former college and high school basketball coach and currently coaches AAU high school basketball. John serves as volunteer for the V Foundation Coaches vs. Cancer Foundation, the American Red Cross and is a lector at St Edward the Confessor parish. John is a member of the Columbus/Worthington Ohio Estate Planning Council and the local Business Advisory Council. John and his wife Diane have three children and live in Granville, Ohio.

Registration Cost:

  • NAIFA Members: $20
  • Non-members: $40

Registration includes lunch and access to the program

Brio Italian Grille
1500 Polaris Pkwy
Columbus, OH 43240

REGISTER HERE


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The Webinar is bought you by
NAIFA_Cleveland

2022 NAIFA-Cleveland LTC Renewal Course
PART TWO of TWO PART SERIES

Ray Copenheaver, CLTC, LTCP

October 20, 2022

8:30 - 10:30 am

Join NAIFA-Cleveland October 20th beginning at 8:30 am on Zoom for the second part in a TWO part series - LTC 4 Hour Renewal Course with Ray Copenheaver! 

This program is a 2 Part Series | October 13th & 20th

8:30 AM     Welcome & Announcements

8:35 AM     Presentation | 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 submitted to the Ohio Department of Insurance for 4 LTC CE.

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

REGISTER HERE


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The event is brought to you by
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Membership Breakfast

November 16, 2022

8:00 - 9:30 am

1428 Polaris Parkway
Columbus, OH 43240

Additional information about this event will be posted soon! Save the date and check back with us. 

Registration Cost:

  • NAIFA Member: $10 (guests of members may attend for free)
  • Non-Member: $20

Registration includes breakfast and access to the program

REGISTER HERE


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The event is brought to you by
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27th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting

December 14, 2022

11:30 AM - 1:00 pm

Join NAIFA-Columbus Members and Guests for our Annual Meeting and Lifetime Achievement Award Luncheon.

Brio Italian Grille
1500 Polaris Pkwy
Columbus, OH 43240

Registration Costs:

  • NAIFA Members: $20
  • Non-members: $40
  • Table Reservation: $500

Past recipients of the I. David Cohen Lifetime Achievement Award are welcome to attend free of charge (Please RSVP by phone 740-879-4456 or email exec@naifa-columbus.org)

REGISTER HERE

REGISTRATION DEADLINE: Thursday, December 8, 2022


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2023 LILI Course

April - September 2023

NAIFA-Ohio is forming a 2023 in person LILI Class.

Taking the course is an investment in oneself and the returns on the investment can be infinite. Graduates consistently report that LILI gives them the tools to succeed and 70% report a measurable increase in the growth of their business since graduating.

The Ohio LILI Class will kick off in April with meetings scheduled for the 3rd Wednesday of each month, continuing through September (9/20 currently slated as our final class). Meetings will be held at Lifetime Financial Growth in Columbus.

LEARN MORE & REGISTER


 

                      Past Events                    

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This event is brought to you by
NAIFA_OH_Affiliate

Estate & Legacy Planning Webinar

Elliott Feldman, esq., MBA
Elliott Feldman Law Group
Estate Planning Attorney

September 20, 2022

12:00 - 1:00 pm ET

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!

REGISTER HERE


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The webinar is brought to you by
NAIFA_Cleveland

Introduction to Business Insurance

September 8, 2022

8:30 - 9:40 am

Join NAIFA-Cleveland on Zoom September 8th beginning at 8:30 am for Introduction to Business Insurance! 

8:30am Welcome & Announcements       

8:40am Presentation | Introduction to Business Insurance      

9:40am Adjourn 

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

REGISTER HERE


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The Webinar is bought you by
NAIFA_Cleveland

Going Beyond the Basis Points

August 11, 2022

8:30 - 9:30 am

Join NAIFA-Cleveland for Going Beyond the Basis Points - Make the value of your advice a game-changer for your business! Join us virtually on Zoom August 11th from 8:30 - 9:30 am for this great presentation.

See link for pricing.

LEARN MORE & REGISTER


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The event is brought to you by
NAIFA_Cincinnati

Social Event

June 30, 2022

5:00 - 7:00 pm

Join fellow NAIFA-Ohio and NAIFA-Cincinnati members and families for a networking event and social opportunity! This informal event features no reservation or program, just a fantastic opportunity to catch up with your colleagues within our industry.

Mark your calendars and plan to join us in a great location. Grab yourself a pint, some pizza, and come build relationships with friends. Families are welcome too!

Little Miami Brewing Co
208 Mill Street
Milford, OH 45150

Add to Calendar


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The event is brought to you by
NAIFA_OH_Affiliate

Breakfast Meeting

June 10, 2022

10:00 AM

Mansfield Area Members,

Join us for an informal breakfast on Friday, June 10th at 10:00 am to get together, meet, and share NAIFA news. Breakfast for NAIFA members is on us! We hope to see you there.

Bob Evans
525 Trimble Road
Mansfield, OH 44906




The event is brought to you by
NAIFA_Cincinnati

LTC Refresher Course

May 19, 2022

8:00 am - 12:00 pm

Join us May 19th at Kenwood Country Club for a LTC Refresher Course presented by John Murray!

$15.00 Members | $25.00 Non-Members

This course is eligible for 4 hours of CE Credit!

Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243

Free parking on site.

When you walk in, an attendant behind the desk can direct you to the room where our meeting will take place.

REGISTER HERE


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The event is brought to you by
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Top Golf Networking & Happy Hour

May 13, 2022

1:00 - 4:00 PM

Top Golf
2000 Ikea Way
Columbus, OH 43240

Join your fellow NAIFA-Columbus Members and Guests for our Top Golf Networking and Happy Hour event!

Registration Costs:
General Admission: $50
Bay Sponsor: $250

Registration includes three hours of golf, food, non-alcoholic beverages, and networking opportunities with NAIFA members and guests.  A cash bar will be available during the event.

REGISTER HERE


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The Webinar is bought you by
NAIFA_Cleveland

Ethics For Insurance Professionals

James Aussem
Cavitch Familo & Durkin

May 12 & May 19, 2022

8:30 - 10:00 am

During this program Jim will provide an overview on the statutory ethical standards that impact each licensed professional by reviewing Chapter 39 of the Ohio Revised Code.

He will also discuss the issues which often cause agents to find themselves in an ethical dilemma and how they can be prevented. 

This is a 2 part series. This program has been filed with the Ohio Department of Insurance for 3 ETHICS Continuing Education Credits.

REGISTER HERE




The event is brought to you by
NAIFA_Cincinnati

Ethics -
Marketing of Long-Term Care insurnace

Ray Copenheaver

April 28, 2022

8:00 am - 12:00 pm

Join us April 28th at Kenwood Country Club for Ethics - Marketing of Long-Term Care Insurance presented by Ray Copenheaver!

$25.00 Members/Non-Members.

4 Hours of Ohio CE Credits will satisfy requirement of 3 hours or more of Ethics CE.

Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243

Free parking on site.

When you walk in, an attendant behind the desk can direct you to the room where our meeting will take place.

REGISTER HERE


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Membership Luncheon

Pat Tiberi
CEO of Ohio Business Roundtable

April 20, 2022

11:30 am - 1:00 PM

Brio Italian Grille
1500 Polaris Parkway
Columbus, OH 43420

Join your fellow NAIFA-Columbus Members and guests for our April Membership Luncheon. We will be joined by the CEO of Ohio Business Roundtable and former Congressman, Pat Tiberi. To learn more about our speaker, please click here.

This presentation will be a discussion of Ohio’s current business climate and most pressing issues for the Ohio Business Roundtable and its membership of chief executives. This includes Ohio’s economic rebound since the pandemic, the recent Intel announcement and other major business investments within the state, as well as workforce development and how CEOs of the state’s top companies are leaning in to strengthen the talent pipeline.

Registration Cost:
NAIFA Members: $20
Non-Members: $40

Registration includes lunch and access to the program.

REGISTER HERE


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NAIFA-Ohio Success Summit
& Legislative Happy Hour

April 5, 2022

9:00 AM EST

Join NAIFA-Ohio for our Success Summit & Legislative Happy Hour - come on out to Sheraton Columbus Hotel at Capitol Square April 5th beginning at 9 am! NAIFA-Ohio is bringing together thought leaders in our field to help attendees achieve more success in their career. Following our conference, attendees will have the opportunity to interact with State Legislators to demonstrate the presence of our industry. 

REGISTER HERE


NAIFA_OHIO

This Super CE Day is sponsored by
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Mansfield Super CE Day

March 23, 2022

7:30 am - 5:00 pm

Join us in Mansfield for a SUPER CE DAY - Life and Health!
8 Hours of Continuing Education Credit available.

Location:
Richland Country Fairgrounds
750 N Home Road
Mansfield, OH 44906

Register Early! Space is limited to approximately 50 people.
Registration deadline is March 18th.

LEARN MORE & REGISTER


Judith French Diane Boyle
Dan Dodd
The Webinar is bought you by
NAIFA_Ohio-Horizontal

Meet & Greet with Ohio Department of Insurance Director Judi French

April 29, 2021

10:00 AM EST

On February 8, 2021 Governor DeWine appointed Judi French as the Director of the Ohio Department of Insurance. Please join us for a unique opportunity to meet with our new Director.

Additionally, Diane Boyle, Senior Vice President of Government Relations with NAIFA, will provide a Federal Legislative Update, and Dan Dodd, NAIFA-Ohio's lobbyist with ZHF Consulting, will give a Legislative Update for Ohio.

NAIFA-Ohio members have the opportunity to submit questions to Director French in advance. If you have questions, please be sure to include them with your registration or send via email to info@naifaohio.org.

NAIFA-Ohio is pleased offer this program in collaboration with our lobbyist, Dan Dodd of ZHF Consulting.

The recording of the webinar can be viewed by clicking below:

HubSpot Video