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.
Join NAIFA-Cleveland for a hybrid meeting Thursday, September 11th!
Agenda
8:30 AM Welcome & Announcements
8:40 AM Presentation
Topic: Ethics 3 Hr. Required Program
Presenter: James S. Aussem | Cavitch Familo & Durkin
11:40 AM Meeting Adjourned
Continuing Education: Pending
***Important Note To Receive CE Credit: You are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance CE.
Hybrid Event:
Zoom or 9150 South Hills Blvd., Cleveland, Ohio 44147
Registration:
Click below for additional details and registration.
Additional information coming soon.
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!
Schedule of Events
11:00 am - Registration and Lunch
12:00 pm - Shotgun Start
4:30 pm - Dinner and Awards
Sponsorship Opportunities
Hole Sponsor - $250
Hole Sponsor + foursome $800 - (save $50)
Lunch Sponsor - $500
Dinner Sponsor - $500
Beverage Sponsor - $500
Executive Sponsorship - $1,000 (includes a foursome & sign recognition)
Corporate Sponsorship - $2,500 (includes 2 foursomes & sign recognition)
*Sponsorship opportunities can be found at our sponsor page
Meet us at the
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!
Member & Non-Member Fees:
$150 per golfer
Join NAIFA-Cleveland for their Annual Meeting on November 13, 2025.
Agenda:
Forthcoming
Guest Presenter:
Dan Dodd | NAIFA Ohio Lobbyist: "Current Political Environment in Ohio and it's Impact on Our Members and Their Clients"
Location:
TBD
Registration Fees:
In Person | Member of Another NAIFA Chapter – $15.00
In Person | Non Member – $25.00
Zoom | Member – $10.00
Zoom | Member of Another NAIFA Chapter – $25.00
Zoom | Non Member – $35.00
Join NAIFA-Columbus for the 30th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting!
Additional information coming soon.
This program is a 2 Part Series | June 5 & 12.
Join NAIFA-Cleveland for a 4-hour Long Term Care Insurance CE course presented by Ray Copenheaver.
Agenda
8:30 AM - Welcome & Announcements***Important Note To Receive CE Credit: You are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance CE.
Registration:
Click below for additional details and registration.
We invite you to attend this year's Super CE Day at the Kenwood Country Club on May 22nd, 2025!
Join us for a day of education and growth, while having a great time together with fellow professionals. We'll start the morning at 8:00 with registration and coffee with a chance to catch up with friends, both new and old, followed by a 3 hour Ethics course. After a noon lunch we'll have additional CE courses before wrapping up the day by 5pm. Attendees should expect to earn a total of 7+ hours of CE during the day.
Schedule of Events:
8:00 AM - Arrivals, Registration, Coffee, Networking
8:30 AM - Morning CE begins - 3hour Professional Ethics, presented by Jim Conway and Mike Rudolph, CLU, LTCP
Noon - Lunch
1:00 PM - College Savings Strategies: Permanent Life Insurance, 529 Plans, IRAs and More, presented by Kate Goldsmith, Esq., JD, CLU, ChFC, ChSNC
2:00 PM - Estate Planning in the Current Tax Environment, presented by Michael Draper
5:00 PM - Wrap up and departures
Location:
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243
Registration Rates:
$60 member | $80 non-member
Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.
Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.
This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.
This course has been approved for one hour of CE by the Ohio Insurance Department, it is also approved for one hour of both CFP credit and CPE credit.
Members & Non-Members: $15
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Additional information coming soon.
Join fellow NAIFA-Ohio members for our 2025 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. A hosted bar will be provided for those in attendance.
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. Light hors d'oeuvres will be provided.
Limited self-parking is available in the ACC lot. A $10 charge is required for all non-members (of the ACC). Additional parking can be found within a short walking distance to the ACC as well.
Attendees who wish to receive four (4) hours of association membership CE credit can earn them by attending this event.
Member & Non-Member Fees:
Member $25 | Non-Member $50
Group of 4 attendees: $80 (Use Group Rate "OHGROUP")
Students and 1st-year NAIFA-Members may attend at no cost*
*To utilize this rate, please call 877-866-2432.
Be a NAIFA-Ohio Legislative Reception Supporter!
Help our Advocacy Efforts by sponsoring our Reception at the Supporter Level of $250. Be recognized in front of your peers as being a champion of NAIFA's Advocacy efforts in Ohio!
Location:
The Athletic Club of Columbus
Parlor A&B Room
136 East Broad Street
Columbus, OH 43215
NAIFA-Mansfield invites you to their half-day CE event on April 29th to earn 4 hours of CE credits!
Registration will kick off at 9:30am followed by two hours of CE in the Morning and another two hours after lunch. If you're in need of some CE hours and good company, don't miss this terrific in-person opportunity!
Schedule:
9:30 am - Registration opens
10:00 am - 1031 Exchange: What You Need to Know with Greg Smith, Esq., Vice President with Investment Property Exchange Services (IPX)
Noon - Lunch
1:00 pm - Annuities for Small Business Owners, Ali Khodadad, CFA, CFP, CHFC, CLU, Director of Advanced Planning with Jackson National Life
2:00 pm - Retirement Blind Spots, Ali Khodadad, CFA, CFP, CHFC, CLU, Director of Advanced Planning with Jackson National Life
3:00 pm - Wrap up and depart
Registration Rate:
Member - $50
Non-member - $60
Location:
Mansfield Liederkranz
1212 Silver Lane
Mansfield, OH 44906
If you are an Insurance or Financial Advisor who works with clients regarding their retirement planning or want to connect with baby boomers, you should attend our April course on Situational Social Security! Joining us will be Jim Blair and Marc Kiner, CPA, who combined bring more than 65 years of relevant experience. They will cover Social Security strategies for married couples, single folks, surviving spouses, and divorced folks. Attendees will receive updates regarding repeal of WEP and GPA, as well as learn how Social Security benefits are calculated.
Jim is part owner Social Security Consultant with Premier Social Security Consulting. He is a certified instructor for the National Social Security Advisor Certificate Program. He retired from the Social Security Administration after 35 years of service. Marc is part owner and President with Premier Social Security Consulting, also a certified instructor for the National Social Security Advisor Certificate Program. Previously, Marc spent over 30 years in public accounting, before deciding to concentrate on Social Security. Both also serve on the National Social Security Association.
Throughout the course of their two-hour presentation, Jim and Marc will: Educate advisors regarding the U.S. Social Security program; Help attendees understand the basics regarding Social Security; List and describe advanced planning strategies; Help attendees to understand that folks have options relating to when and how they should collect Social Security benefits; Make attendees better advisors to their clients, thereby enhancing their value; and Provide knowledge to answer the questions that their clients are asking.
This course has been approved for 2 hours of ODI CE credit and is pending approval for 2 hours of CFP credit.
Members of NAIFA can register groups of 4+ (in one registration) to receive a 10% discount on a group registration rate, including non-members. This is a terrific opportunity to introduce new agents/staff from your office to NAIFA-Cincinnati. Please use promo code "CINGROUP" when registering.
Member $15 | Non-Member $25
Location:
Northwestern Mutual Life Building
3rd Floor Conference Room
3805 Edwards Rd
Cincinnati, OH 45209
We invite you to join us for a Legislative Update from NAIFA-Ohio's state lobbyist, Dan Dodd and NAIFA's Senior Director of Federal Government Relations, Michael Hedge.
Pack a lunch on April 8th and listen from the comfort of your home or office as we get a pulse on what's happening in Columbus, OH and Washington, DC. Hear what's happening that could affect our insurance and financial services industries, from the folks who are closest to the action!
Dan has had an extensive experience in government, dating back to his college years at Villanova University where he interned for United State Senator John H. Glenn and later at the University of Cincinnati where he worked for Mayor John Cranley. After being admitted to the Ohio Bar, he specialized in representing worker's compensation and Social Security disability clients. in 2006 he was elected to the Ohio House of Representatives, where he would serve from 2007-2010. He served as Chairman of the House Insurance Committee and as a member of multiple committees. Dan developed a reputation as a common-sense problem solver willing to cross party lines to create solutions that would benefit all Ohioans. He is the current Vice President of Government Affairs with ZHF Consulting, LLC.
Michael Hedge serves on the NAIFA Government Relations team as the Senior Director of Federal Government Relations. His primary focus centers on financial services and Medicate issues, representing NAIFA before the House Financial Services Committee, House Energy and Commerce Committee, the Senate Banking Committee, the Senate Special Committee on Aging, and federal regulators. Before joining NAIFA, Hedge served six years as a lobbyist for the Community Associations Institute, representing common-interest communities before state and federal legislators and regulatory agencies. He has worked for trade associations in the technology and energy fields and also spent four years representing the interests of the American University of Sharjah in the United Arab Emirates, as well as in the United States. Hedge got his start in DC on the staffs of former Ohio Congressmen John Kasich and David Hobson. He conducted his graduate studies at Georgetown University for social and public policy and completed his bachelor's degree in history from the Catholic University of American, both located in Washington, DC.
We hope you'll join us for this live webinar as a precursor to our Ohio Legislative Reception, which will be held on May 6th in Columbus and the NAIFA Congressional Conference in Washington, DC.
Free for Members | $50 for Non-Members
Insurance and Financial Advisors who attend this course will walk away knowing what type of business may benefit from adopting a 412(e)(3) fully insured defined plan and under what circumstances as well as the legal considerations. If you are an Insurance or Financial Advisor who would like to learn more about 412(e)(3) fully insured defined plans, you should attend this course!
Presenting in March is Kate Goldsmith, JD, CLU, ChFC, ChSNC. Kate currently serves as Assistant Vice President, Advanced Markets, for Western & Southern Financial Group and is a registered representative of W&S Brokerage Services in Cincinnati, OH. Prior to joining W&S, Kate was Assistant Counsel for The Ohio National Life Insurance Company for 15+ years.
Kate brings a wealth of experience to share with us and we hope you'll join us for her presentation on March 20th.
Introducing a Discount for Group Registration
Promo Code - CINGROUP
NAIFA members can register groups of 4+ (in one registration) and receive a 10% discount on a group rate, including non-members. If you have new agents/staff you'd like to introduce to NAIFA-Cincinnati, register them at a discounted rate and help them learn about their local professional association. We'd love to meet them and introduce them to NAIFA, help make some professional connections and earn CE/CFP hours!
Lunch to be provided through the generous support of our meeting host, the Cincinnati General Office of New York Life.
This course has been approved for 1 hour of ODI CE credit and is pending approval for 1 hour of CFP credit.
Location:
New York Life Cincinnati General Office - The Kenwood Collection
5905 E. Galbraith Road, Suite 4000
Cincinnati, Ohio 45236
Registration includes networking, three hours of golfing on a simulator, heavy hors d’oeuvres, and one drink ticket per person (cash bar after).
Registration Cost: $25 for NAIFA-Columbus Members / $40 for Non-Members/Guests
We invite you to attend NAIFA-Cincinnati's February Continuing Education program, presented by Ashok Ghildyal, CMA, the Importance of Home Financing and Debt Management. Attendees will better understand how mortgage options and debt management will benefit their clients.
Ashok has worked in a Financial Advisory capacity since 1980, he was a Financial Advisor for 27 years, in 2005 he moved to Cincinnati from New Orleans and became a Loan Officer in 2007, later earning his Certified Mortgage Advisor designation in 2021. Ashok has been a member of the Realtor Affiliate committee since 2013 and will serve as it's Chairman in 2025. He is regarded as a subject matter specialist on the VA Mortgage and has been teaching a 3hr CE course on VA mortgage benefits since 2013, training over 600 Realtors on the topic. In 2022, he was honored as the first Mortgage Advisor to be recognized by RAGC (formerly Cincinnati Area Board of Realtors) as the Realtor Affiliate of the Year.
Member $15 | Non-Member $25
This course has been approved by the OH Department of Insurance for 2 hours of CE and by the CFP Board for 2 hours of CFP credit.
Location:
Northwestern Mutual Life Building
3rd Floor Conference Room
3805 Edwards Rd
Cincinnati, OH 45209
Insurance and Financial Advisors who want to learn methods for teaching clients to be financially secure at all times should attend this event. This course will teach attendees how to help their clients feel secure at all times. It will also teach them how to approach their “ultra-rich” clients.
David Shuley is a Private Wealth Advisor and Co-Founder of Esteem Wealth Partners. David holds the CFP, CLU and RICP designations. Recognized by Forbes in the top 10 'Best-in-State Financial Security Professionals' for Ohio in 2022 and 2023, his practice, Esteem Wealth Partners has also been recognized with the "Best-in-State Wealth Management Teams' in 2024.
This program has been approved for 1 hour of general credit CE with the Ohio Department of Insurance and 1 hour of CFP credit by the CFP Board.
Member $15 | Non-Member $25
Northwestern Mutual Building
3rd Floor Conference Room
3805 Edwards Rd
Cincinnati, OH 45209
RSVP for 1 hour of online insurance CE webinar, at no charge, hosted on Tues., January 14th, 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, 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!
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
Join NAIFA-Columbus for the 29th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting!
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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.
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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.
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
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
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
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:
Northwestern Mutual Building
3rd Floor Conference Room
3805 Edwards Road
Cincinnati, OH 45209
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
8:30 AM - Welcome & Announcements
8:40 AM - Topic | Corporate and Tax Implications of Selling Your Book of Business in 2024
9:40 AM - Adjourn
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
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
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
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:
Walk-In Registration Costs:
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!
Join fellow NAIFA members virtually OR in person for a Social Security & Medicare Update from Brandon Smith of the Social Security Administration.
8:30AM Welcome & Announcements
8:40AM Presentation
9:40AM Adjourn
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!
Join NAIFA-Columbus and SFSP Columbus for a Social Networking Happy Hour as we merge into one NAIFA! Attendees can enjoy up to complimentary 2 drinks and appetizers on our hosts.
Registration for this event is FREE for both NAIFA-Columbus and SFSP Columbus members.
The OSU Fawcett Center
2400 Olentangy River Road
Columbus, OH 43210
A NOTE FOR NAIFA MEMBERS: Please select "SFSP Members-Free" as the ticket type when registering, then complete the required fields.
Sign up now for Planning Tools for Long-Term Care! The United States population is experiencing a fundamental change in demographics and longevity. Those changes impact the care delivery landscape for long-term care (LTC) services. As demand rises, the cost of care is outpacing current inflationary assumptions. In response, the long-term care insurance industry has modified long available options and introduced new solutions for coverage.
Filed for 1 Insurance CE
Type of Meeting: In Person Only
Location: 9150 South Hills Blvd., (Lower Level) | Broadview Heights 44147
Join NAIFA-Ohio members in Mansfield for a three hour Ethics CE course! Join us Friday, December 15th at the Richland Area Chamber of Commerce for "Ethics in Action", this CE Course will be presented by Dave Embaugh, Regional Sales Manager for Anthem Blue Cross/Blue Shield of Ohio.
We will begin at 9:00 am with breakfast, the course will begin at 9:30 am and run until 12:30 pm. 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
Join fellow NAIFA-Cleveland members on Thursday, December 14th at Fat Head's Brewery beginning at 4:00 pm for a Holiday Party! Appetizers and cash bar. We can't wait to see you!
Fat Head's Brewery
17450 Engle Lake Drive
Middleburg Hts., OH 44130
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Join fellow NAIFA-Columbus members for the annual Awards Luncheon where we will present the distinguished I. David Cohen Lifetime Achievement Award to a well-deserving recipient.
$20.00 - NAIFA-Columbus MembersPast 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)
Join NAIFA-Cincinnati for our December Member Meeting! (This meeting was originally scheduled for November, if you registered for the previous date, you are already registered for December.) We look forward to hearing from Allison Hoyt, JD, CLU, TEP. Allison serves as the Technical Director for Nationwide's Advanced Consulting Group. She will share two one-hour presentations with attendees, "Life Insurance, Irrevocable Trusts & Estate Taxes" and "The New Wealth Transfer".
We so look forward to seeing you for our December meeting! Both courses have been approved with the Ohio Department of Insurance for 1 hour of CE each. (Total of 2 CE Hours.) Coffee and donuts will be provided for attendees.
9:00am – Arrive, Socialize, coffee/donuts
9:30am – Update from the Board
9:45am – CE presentations begin
11:45-noon – Wrap up and depart building
$20.00 Members | $30.00 Non-Members
* Members of FSP Cincinnati may register at the NAIFA member rate using code FSP2023
New York Life Cincinnati General Office - The Kenwood Collection
5905 E. Galbraith Road, Suite 4000
Cincinnati, Ohio 45236
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.
Attend a first-of-its-kind, educational symposium on the financial impact of addiction. Financial professionals and community members are invited to a free in-person event to hear from state leaders and local experts.
Attendees are eligible for 3.5 hours of continuing education credit, approved by the Certified Financial Planner Board of Standards.
Cleveland - November 10th, 2023: Marriott East Warrensville Heights
See website for additional details.
Registration will close 72 hours prior to the event date.
This course is approved for 3 hours of in-person ODI Ethics CE.
Join NAIFA-Cleveland at Skylight Financial November 9th from 4:00 - 5:00 pm for "New Federal Corporate Transparency Act." This program is pending approval by the Ohio Department of Insurance for 1 CE. We can't wait to see you!
Skylight Financial
2012 W. 25th Street, Suite 900
Cleveland, OH 44113
NAIFA-Cleveland Members & Guests: FREE
NAIFA Members: $15.00
Non-Members: $25.00
3:45 - 4:00 PM Registration
4:00 - 5:00 PM Presentation & Annual Meeting
Social - Immediately Following
Join NAIFA-Cleveland for a Long-Term Care Partnership 4 Hour Renewal Course on Zoom! This is a TWO PART SERIES being held on October 19th and October 26th. We will hear from Ray Copenheaver, CLTC, LTCP from Ohio Agent Services.
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.
NAIFA-Cleveland Members: $35.00
NAIFA Members: $45.00
Non-Members: $60.00
8:30 AM Welcome & Announcements
8:35 AM Long-Term Care Partnership - 4 hr. Renewal Course
10:30 AM Adjourn
Every day, 10,000 seniors turn 62. Nearly 40% of them still have a monthly mortgage payment. These seniors are often targeted with solicitations for reverse mortgages. As a trusted advisor, you are in the best position to help your clients understand the pros and cons of reverse mortgages.
During this webinar Mike Kadair will share:
• How the reverse mortgage works
• How do seniors qualify for a reverse mortgage
• Pros and Cons of the HECM Reverse Mortgage
This course is approved for 1 hour of General CE Credit!
FREE for Members | $15.00 Non-Members
Join your fellow NAIFA-Columbus a Membership Breakfast this September. We will be joined by Gradfin Business Development Manager, Mackensie Ellis. She will be speaking on "The State of Student Loans".
Mackensie joined the GradFin team after she graduated from the University of Pittsburgh. Through her role at GradFin, she helps educate borrowers and financial advisors on the dynamic student loan environment.
With federal student loan repayment around the corner, GradFin is here to help take a deeper dive into student loan options. We will cover federal student loan updates, repayment options, and federal forgiveness options. There have been numerous updates in the student loan space in the last few months, so we will cover the important dates to know and how these updates could impact certain borrowers.
THIS EVENT IS FREE FOR NAIFA-COLUMBUS MEMBERS.
SPACE IS LIMITED TO THE FIRST 25 REGISTRANTS
La Chatelaine French Bakery & Bistro
1550 W. Lane Avenue
Columbus, OH 43221
Join NAIFA-Cleveland on September 14th from 3:30 - 5:30 pm for an ODI Update from the Director of the Ohio Department of Insurance, Judith French, and a networking social!
3:30 PM Welcome & Announcements
3:45 PM Presentation - ODI Update from Judith L. French
4:30 PM Adjourn
Networking Social - Immediately Following Program (4:30 - 5:30 pm)
Cleveland Members: FREE
NAIFA Members: $15.00 | Non-Members: $25.00
Helwig Whistle Stop - 2nd Floor
601 W. Bagley Road
Berea, OH 44017
Join NAIFA-Cincinnati for their June Membership meeting presented by Jim Ehret, Senior Regional Vice President, and Reed Lloyd, Assistant Vice President, from Pacific Life with their CE Presentation Client Conversations - Early Distributions: To (t) or not to (t). The goal of this presentation is to introduce a few common exceptions to the additional 10% tax that’s imposed when retirement savings are tapped before age 59 . Before we explore these exceptions, we’ll cover some background information, including the additional tax itself. We next outline three exceptions that will allow your clients to avoid this additional tax. We conclude with some general considerations and next steps.
This Course is approved for 1 hour of OH CE and one hour of CFP and CIMA credit.
Jim travels throughout Central and Southern Ohio, working with financial professionals through a proactive, consultative approach. Jim's knowledge of the multiple product solutions Pacific Life offers, includes fixed and variable annuities, mutual funds,, and long-term care, can help financial professionals expand their practice. Jim is a trusted resource with sales ideas, shares best practices, and delivers compelling seminar presentations. By focusing on clients' unique needs, Jim helps financial professionals find new business opportunities that meet their business goals.
Immediately prior to holding his current position, Reed served as Field Vice President of the Retirement Solutions Division from 2012-2018. He joined Pacific Life Insurance Company in 1995 as a supervisor in the Annuity Division Operations Department, where he became proficient in the use of annuities with various plan types. Reed has spoken extensively on the use of annuities within retirement plans and trusts used for estate planning.
Members $15.00 | Non-Members $25.00
We look forward to seeing you at:
Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243
Breakfast is included in your registration.
Join us Thursday, June 15th for an IN PERSON member's only NAIFA Live Watch Party! Come out to Lifetime Financial Growth and spend some time with fellow NAIFA-Ohio members and get together to watch June's NAIFA Life program and earn your Financial Security Advocate Badge!
NAIFA Live begins at 2:00 pm, please arrive early to reconnect with other members and ensure you earn your FSA Badge.
Lifetime Financial Growth
8425 Pulsar Place, Suite 450
Columbus, OH 43240
Parking is available in the parking lot in front of LFG.
PLEASE NOTE: Your registration is specifically for this in-person viewing party of the June NAIFA Live program at Lifetime Financial Growth so we can ensure we have adequate seating. If you intend to watch June's NAIFA Live from your office or home, please only register through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
Join NAIFA-Ohio on June 13th from 12:00 - 1:00 pm for a webinar event: 1031 Exchange: What You Need to Know! presented by Greg Smith, Esq.
This course will teach both basic and higher level 1031 exchange concepts to the attendee. This tax-deferral strategy has been part of the tax code for over 100 years. Learn what is like kind property in an exchange, the various taxes that can apply to real estate sales, the exchange time limits, the property ID rules, and much more.
This course will benefit Insurance & Financial Advisors by adding to their knowledge about an important product for their clients: the Delaware Statutory Trust. The DST has enjoyed popularity as a product that fits the needs of exchangers who want to get away from the active management of their real estate without paying all of the state and federal taxes upon the sale of their previous holdings. A basic understanding of the 1031 exchange rules and the DST option is one more potential product to best serve investors.
This course has been approved for 1 hour General CE Credit.
In order to receive CE credit, attendee must participate in random polling questions throughout the presentation. Failing to do so will forfeit the ability to earn CE.
No cost to Members to register for this event
Non-Members: $20.00
Join NAIFA-Cleveland for part 2 of our 2 part Ethics Series on May 18th (part 1 was on May 11th) with James Aussem. 3 Hours of CE Credit!
8:25AM Join Meeting
8:30AM Welcome & Announcements
8:40AM Ethics Presentation - James Aussem of Cavitch Familo & Durkin
10:00AM Adjourn
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 May 16th from 12:00 - 1:00 pm for this great event.
Join NAIFA-Cincinnati for a day of CE courses at the Kenwood Country Club - 7 Hours of CE Credit are available with your Full Day registration!
9:00 am - Noon: Professional Ethics - Chuck Short - Approved 3 Hours Ethics CE Credit
12:00 pm: Lunch
Two Afternoon Options:
1:00 - 5:00 pm: LTC Refresher Course - John Murray - Approved 4 Hours General CE Credit
1:00 - 5:00 pm: Situational Social Security with Jim Blair & Marc Kiner, CPA - Premier Social Security Consulting - Approved 4 Hours General CE Credit
Full Day:
$50.00 Members | $65.00 Non-Members*
Morning Only:
$35.00 Members | $45.00 Non-Members*
Afternoon Only:
$35.00 Members | $45.00 Non-Members*
*For non-members who join NAIFA at this event, NAIFA-Cincinnati will refund the difference of the non-member and member rates.
All options include lunch at Noon.
We look forward to seeing you at:
Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243
Join your fellow NAIFA-Columbus Members and Guests for happy hour and networking. Heavy hors d’oeuvres and two drink tickets will be provided. Cash bar after drink tickets are used.
Registration Costs:
Bravo! Italian Kitchen (Lennox)
1803 Olentangy River Road
Columbus, OH 43212
Join NAIFA-Ohio as we host a Legislative Reception on Tuesday, April 25th from 4:00 - 7:00 pm. NAIFA-Ohio members from around the state are invited to interact with our State Legislators and discuss important issues related to the Insurance and Financial industry and advocate for our clients. Click the button below to learn more and register!
*Any Non-Member who registers for this Legislative Reception and becomes a member of NAIFA by April 30th, 2023 will be reimbursed their registration fee for this event.
Athletic Club of Columbus - Gold Room
136 E Broad Street
Columbus, OH 43215
Directions & Parking Suggestions
All guests must adhere to the ACC Dress Code.
Join NAIFA-Ohio for a Situational Social Security Virtual Meeting on April 20th! Tune in virtually on Zoom for our program with Jim Blair and Marc Kiner, CPA from Premier Social Security Consulting, LLC.
Jim and Marc bring over 65 years of collective industry experience to their efforts at Premier Social Security Consulting LLC. Their mission is to educate advisors across the country on Social Security. NAIFA-Ohio is excited for them to share their expertise with our members for this informational presentation in April, during National Social Security Month.
Join NAIFA-Cleveland for a webinar on Zoom Thursday, April 13th from 8:30 - 9:30 am! We will hear from Todd Everson of Buckeye Life Resources with Life Settlements: Overview & Insights.
8:30 am: Welcome & Announcements
8:40 am: Presentation - Life Settlements: Overviews & Insights
9:40 am: Adjourn
Join NAIFA-Cincinnati for a March Legislative Update on March 30th as we hear from legislative representatives and our NAIFA-Ohio state lobbyist, Dan Dodd, VP of Government Affairs at ZHF Consulting LLC. They will provide an update on what is happening on the Legislative front in Ohio relevant to the Insurance Industry and how it affects our clients as Ohioans. Lunch will be provided!
Members: $15,00 | Non-Members: $20.00*
*Non-Members who register for this event and join NAIFA while attending this meeting - your registration fee will be refunded!
Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243
Come join NAIFA-Ohio's Mansfield Affiliate for a day growing your professional skills through a day of CE course offerings. An expected 8 hours of CE, as well as lunch, will be provided!
$74.00 Members | $90.00 Non-Members
Richland County Fairgrounds
750 N Home Road
Mansfield, OH 44903
Join NAIFA-Ohio for this virtual program with Ross Jordan, Account Executive with CalSurance Associates.
Mr. Jordan brings 28 years of experience, specializing in errors and omissions insurance, he will follow up his presentation with a Q&A session.
We will discuss:
Protecting my business/Cost of claims
Risk management tips
Key components to have in your E&O
Current Claim Trends
The NAIFA Sponsored E&O Plan
We hope you will join us for this virtual meeting!
*Not a formal loss control class.
Join NAIFA-Cleveland for Business Succession Planning on Zoom March 9th from 8:30 - 9:30 am! We will hear from Kimberly Stein of Ulmer.
8:30 am: Welcome & Announcements
8:40 am: Presentation - Business Succession Planning - Kimberly Stein
9:40 am: Adjourn
Join NAIFA-Cleveland on Zoom February 9th for Pension Concepts, Owner Only & Small Business Plans!
8:30 am Welcome & Announcements
8:40 am Presentation
Topic | Pension Concepts, Owner Only & Small Business Plans
Presenters | Andy Bruno & Laurel Leonard of Trinity Pension Consultants
9:40 am Adjourn
This program has been approved by the Ohio Department of Insurance for 1 CE.
Join NAIFA-Cleveland for a Social Security Update on Zoom January 12th from 8:30 - 9:30 am! We will hear from Brandon Smith of the Social Security Administration.
8:30 am: Welcome & Announcements
8:40 am: Presentation - Security Security Update from Brandon Smith
9:40 am: Adjourn
Copyright © 2023 NAIFA-Ohio
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 614-228-4539
Fax: 703-770-8224
info@naifaohio.org
