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-Columbus for a joint event with NABIP Columbus to watch the Columbus Blue Jackets take on the Vancouver Canucks!
The Columbus Chapter of the National Association of Benefits and Insurance Professionals (NABIP) has grown into one of the most respected voices on health insurance and benefits issues. Their members are expert health care advisors who help their clients navigate health care options. Learn more here: nabipcolumbus.org
Additional details coming soon
We invite you to join NAIFA-Cincinnati for our 1st CE Meeting of 2026 at the New York Life General Office on January 28th! Joining us for this two-part presentation will be Ashley Shannon Burke, Esq and Barbara J. Howard, Esq. with presentations pertaining to Family Law.
As the principal of Barbara J. Howard Co., LPA, Ms. Howard serves clients throughout the greater Cincinnati metropolitan area, focusing exclusively on family law matters. She currently serves as the President-Elect of the American Bar Association and has past served as President of both the Ohio State Bar Association and Cincinnati Bar Association. Her presentation, "Financial House Divided: Advising Clients through Divorce or Dissolution" is designed for Insurance and Financial Advisors who seek an understanding of how divorce affects clients, their assets and offspring, helping them to be better advisors to clients experiencing the upheaval of when one house becomes two.
In her role, Ashley Shannon Burke, CELA, CAP advises and assists clients on Medicaid, estate planning for families with disabilities, lifetime gifting and transfers at death, asset protection, and with trust and estate administration. She is a Past-President and Treasurer for the Ohio Chapter of the National Academy of Elder Law Attorneys; recognized by Cincinnati Magazine's Rising Star Super Lawyer every year from 2014-2022 and as an Ohio Super Lawyer in 2023 and 2024. Her presentation, "Legal Basics: ABC's of Special Needs Planning and Medicaid" is designed for Insurance and Financial Advisors who seek an understanding of Public Benefits in order to assist clients with special needs planning and recognize when formal plans and legal documents are necessary to provide support to individuals and families. Participants will recognize the devastating impact on the benefits of the disabled individual if documents are drafted incorrectly or absent.
We hope you will join us for these incredibly insightful and informative presentations!
Registration Rates:
Member $15 | Non-Member $35
Location:
New York Life General Office - The Kenwood Collection
5905 E. Galbraith Road, Suite 4000
Cincinnati, OH 45236
SAVE THE DATE!
More information coming soon!
Location:
New York Life Cincinnati General Office - The Kenwood Collection
5905 E. Galbraith Road, Suite 4000
Cincinnati, Ohio 45236
Join us for a membership luncheon meeting to discuss Disability Income. We will be joined by guest speaker Michael Sir of One Protection.
SAVE THE DATE
Join fellow NAIFA-Cincinnati members for their March CE meeting presented by Kate Goldsmith, Esq., JD, CLU, ChFC, RICP, ChSNC.
Location: Top Golf (tentatively)
More information coming soon!
Join NAIFA-Mansfield members for a day of CE on Wednesday, March 25th, 2026. A total of 9 credit hours will be available, including 4 hours of OH mandatory LTCP renewal and 3 hours of OH mandatory Ethics. Lunch is included with your registration.
Meeting location:
Mansfield Leiderkranz
1212 Silver Ln
Mansfield, OH 44903
Days Agenda:
Cost to attend:
$125 for NAIFA Members
$140 for non-members
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Join us for a membership luncheon meeting.
Additional details coming soon
SAVE THE DATE!
Join NAIFA-Cincinnati for their April CE meeting with Ashok Ghildyal.
More information coming soon!
Save the date for the 2026 Super CE Day at the Kenwood Country Club on May 12, 2026!
Join us for a day of education and growth while enjoying time with fellow professionals. We’ll start the morning with a three-hour Ethics course. After lunch, we’ll offer an additional four-hour LTC refresher with John Murray. This course may count as General credit if you do not need LTC hours.
Location:
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243
More information coming soon!
Join NAIFA-Columbus to watch the Columbus Clippers this summer!
Additional details coming soon
Join us for a membership luncheon meeting.
Additional details coming soon
Join NAIFA-Columbus for a special IFAPAC fundraising event. Additional information coming soon!
IFAPAC Disclaimer: Contributions to NAIFAPAC will be used to support candidates in federal election campaigns, and those contributions to your state chapter’s IFAPAC will be used for elections within that state. You have the choice to contribute to NAIFAPAC and your state chapter’s IFAPAC per your PAC Directive response. For NAIFA-Massachusetts members, the division of funds will be 60%/40% up to the state limit of $500 per calendar year. For NAIFA-New York members, a contribution to an LLC account will be retained 100% by the Federal Administrative Fund due to state campaign finance rules.
PAC contributions must be from personal funds and may not be reimbursed or paid by any other person or entity. These contributions are strictly voluntary, and you have the right to refuse to contribute without reprisal. Any guidelines for giving are only suggestions. All are free to contribute more or less than the guidelines suggest or decide not to contribute. Contributions or gifts to NAIFAPAC or any state chapter’s IFAPAC are not tax-deductible.
Join NAIFA-Columbus for the 31st Annual I. David Cohen Lifetime Achievement Award Luncheon.
Gather with your friends from NAIFA-Cincinnati for a social outing before we hit the rush of the holiday season. Join us at Aces Pickleball Bar + Grill for some appetizers, drinks and, if you're inclined, some pickleball. There's no agenda, no stress, just a relaxing afternoon with friends and family.
Yes, please feel free to bring spouses and kids along! Family members are invited to join at no charge! Just let us know when you register so we can plan ahead.
We'll have 2 courts reserved, order some appetizers and drinks. Prior Pickleball experience not required, all skill levels are welcome!
If you're feeling festive, feel free to wear your favorite holiday sweater or outfit, but please don't feel like you need to; this is simply about getting together with fellow NAIFA colleagues and loved ones for a few hours of fellowship.
We hope you'll join us to share some time together and have some fun as we prepare to close out 2025!
Registration Rates:
Members - Free to Attend
Non-members - $45
Location:
Aces Pickleball Bar + Grill
2730 Maverick Drive
Cincinnati, OH 45212
Join NAIFA-Columbus for the 30th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting!
Additional information coming soon.
We invite you to join NAIFA-Cincinnati as we hold a State and Federal Legislative Update. We'll be joined by our State Lobbyist, Dan Dodd, Vice President of Government Relations at ZHF Consulting, as well as Jayne Fitzgerald, Director of Government Relations at NAIFA.
Dan will cover an update on the current political climate, including the 2026 Election. With all statewide offices (including the Governor, Lt. Governor, Secretary of State, etc.) up for election, as well as all 99 House seats and 1/2 of the Senate, there's much to look ahead to! He will also cover policies and Bills his team is keeping an eye on which are related to NAIFA's priorities within the Buckeye State.
As NAIFA's Director of Government Relations, Jayne will offer a briefing on the latest legislative and regulatory developments in Washington, DC., affecting insurance and financial professionals and your clients. She will discuss:
Implementation of the massive tax and spending bill signed into law earlier this year, with a focus on tax provisions.
Where we stand with retirement planning after changes created by the SECURE Act and SECURE 2.0.
The potential for a new retirement bill in the current Congress.
She will also inform you how you can get involved through events like NAIFA's annual Congressional Conference.
We hope you'll join us for this informative update on what's happening across the Financial Professional landscape, in both Columbus and in DC.
Members: No Charge
Non-Members: $50
To join and receive member pricing, please click here.
Join NAIFA-Cleveland for their Symposium & Annual Meeting on November 13, 2025.
Agenda*:
Presenters:
Adam Howell, Regional Vice President, Retirement Plans, Ameritas
Gain a deeper understanding of the current landscape of retirement planning, as Adam shares expert strategies and insights to help you stay ahead of industry trends and serve your clients with confidence.
Dan Dodd, NAIFA Ohio Lobbyist
As a key advocate for financial professionals, Dan Dodd will provide a comprehensive update on the latest legislative developments and how they impact the financial services industry. His session will empower you with the knowledge to navigate the evolving regulatory environment.
Keynote Speaker:
JOE JORDAN, Renowned Speaker & Industry Leader
With a career spanning nearly 50 years in the finance industry, Joe Jordan is an internationally recognized speaker known for his unique ability to inspire financial professionals. His dynamic keynote will take you on a transformative journey—focusing on finding your true purpose and significance in your work. Joe’s engaging storytelling will leave you with a renewed sense of passion, purpose, and clarity in your career.
*Subject to change, click "Learn More" for current agenda.
Click "Learn More" below for registration details.
Join NAIFA-Cincinnati for a lunch meeting and hear from Erik Stephens, CFP, RICP. Erik serves as CEO and Lead Wealth Advisor at Nova Capital, a Cincinnati-based wealth management affiliated with Northwestern Mutual. Erik specializes in serving executives, entrepreneurs, retirees, and families with complex planning needs. Erik and his team were recognized by Forbes as Top Financial Security Professionals - Best-in-State.
You should make sure to join us for this presentation if you are an Insurance or Financial Advisor who works with clients on planning strategies where life insurance may play a role. Attendees will gain a clearer understanding of how to assess insurance needs and evaluate how different products can enhance financial plans through income stability, long-term care protection, legacy planning, and tax efficiency.
Erik will provide a practical look at life insurance; how to determine client needs and maximize its uses in financial planning. Advisors will learn how to calculate appropriate coverage, evaluate the differences between term and permanent insurance, and explore how whole life and variable life can be applied strategically for income, long-term care, legacy, and tax efficiency.
This course has been approved by the OH Dept of Insurance for 1 hour of CE credit and approved for 1 hour of CFP credit by the CFP Board.
Networking & Lunch 11-11:30
Presentation 11:30-12:30
Q&A 12:30pm
Location:
Northwestern Mutual Life Building
3rd Floor Conference Room
3805 Edwards Rd
Cincinnati, OH 45209
Registration Rates:
Member $15 | Non-Member $25
Join NAIFA-Ohio as we host Principal's Lorraine Grod, CLU, for this virtual presentation on nonqualified deferred plans. As the Regional Director with nonqualified deferred compensation plans, Lorraine supports financial professionals and employers in the sales and service of these plans to organizations. She is responsible for the cultivation of distribution partners through multiple channels, providing education, sales leadership, and point-of-sale support for an integrated delivery of a suite of nonqualified solutions. Lorraine has been in the financial services industry for over 30 years and has been with Principal since 2022.
Help your clients enhance their key employee benefits!
Is their benefits program for top talent as effective as it could be? How does it stack up in the current environment to attract and retain key employees?
A nonqualified deferred compensation plan helps provide the strength your clients need to drive business success. Its versatility and flexible design can help meet the primary needs of their organization.
Save More. Help key employees save beyond qualified plan limits.
Give Control. Letting key employees decide when to receive benefits helps them manage taxation timing.
Recruit, Reward, Retain, and Retire. Keep key employees motivated and loyal to you, not your competition.
Create an ownership experience. Link benefits to the company's valuation or use for insider transition.
Principal is a leader in global investment management and retirement services with decades of experience and the No. 1 provider of nonqualified deferred comp plans (based on # of NQDC plans, as of July 2023 survey).
Course approved for 1 hour of ODI CE
Per ODI virtual course regulations, attendees will need to respond to 3 polls during the presentation in order to receive CE credit. No partial credit will be awarded.
Join us at The Oak Barrel in Valley View, 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.
Location:
The Oak Barrel
5975 Canal Road | Valley View 44125
Thank you to First National Bank for being our event sponsor!
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 a hybrid meeting Thursday, September 18th!
Agenda
8:15 AM Registration & Coffee Social
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: APPROVED FOR 3 ETHICS CEs
***Important Note To Receive CE Credit: If participating virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance CE.
Hybrid Event:
Zoom or 6100 Oak Tree Blvd. | Independence (Lower Level), Cleveland, Ohio
Registration:
Join us for an engaging luncheon with industry expert Bryan Langdon of Ash Brokerage as he presents on “Long Term Care”. Don’t miss this opportunity to connect with fellow professionals, enjoy a great meal, and gain valuable insights on long-term care planning!
Bryan Langdon is passionate about his work – protecting clients and their families. As Ash Brokerage’s national spokesman for long-term care and disability income, he knows it’s important for people to firmly believe in the solutions they are investing in or providing. That’s why he’s sharing the story of the powerful impact that insurance can create – and how the teams at Ash can help make it happen.
Registration Cost
** **Each Member is encouraged to bring a prospective member for free! Please email the name of your guest to Renae Davies at exec@naifacolumbus.org.
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
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!
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
Copyright © 2023 NAIFA-Ohio
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 614-228-4539
Fax: 703-770-8224
info@naifaohio.org
