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.
Click here to view a list of upcoming NAIFA Live events.
This program is designed for self-employed insurance and financial services professionals looking to improve profitability through smarter tax-reduction strategies and better business decision-making.
This is not a tax preparation session. It focuses on forward-looking strategies that impact how much you keep—not just what you earn.
Complimentary Webinar - Pre-Registration Required.
"Registration link coming Aug 20th!"
Join NAIFA-Columbus for the 31st Annual I. David Cohen Lifetime Achievement Award Luncheon.
Registration Cost:
$25 for members
$50 for non-members/guests
$250 for table sponsorship (includes table reservation for 8 people and recognition during event)
Enjoy an evening of baseball, food, and fun as we network with members of the National Association of Benefits and Insurance Professionals (NABIP Columbus) and the Ohio Society of CPAs (OSCPA). This special event is a great opportunity to connect with fellow members, meet others in related industries, enjoy exclusive perks, and cheer on the Clippers.
Registration includes a ticket to the game (held at will call), a catered buffet dinner, non-alcoholic beverages, and networking opportunities with other professionals in a private area of the ballpark. Gates will open at 6:00 PM, so please arrive then. The buffet will be available from 6:00 PM to 7:30 PM with the first pitch at 7:05 PM.
Registration Cost:
$48 for members
$48 for family and friends of members
Schedule of Events
8:00 AM - Registration and Breakfast
8:30 AM - Presentation
Topic: Long Term Care 4 Hour Refresher Course
Presenter: John Murray of LTCUSA
12:30 PM Meeting Adjourns
Continuing Education: APPROVED FOR 4 LTC credits.
Location
Sleepy Hollow Golf Course
The Club House, Valley View Room
9445 Brecksville Rd
Brecksville, OH
Registration
Member – $75.00
Non Member – $95.00
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We invite you to attend this year's Super CE Day at the Kenwood Country Club on May 14, 2026!
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, coffee and a light breakfast, with a chance to catch up with friends, both new and old, followed by a 3 hour Ethics course. After lunch we'll hold a 4-hour LTC refresher course before wrapping up the day by 5pm. Attendees should expect to earn a total of 7+ hours of CE during the day, including the chance to fulfill both your Ethics and LTC mandatory CE requirements in one day!
Schedule of Events:
8:00 AM - Arrivals, Registration, Coffee, Networking
8:30 AM - Morning CE begins - 3 hour Professional Ethics, presented by Jim Conway and Mike Rudolph, CLU, LTCP
11:30-12:30 - Lunch & Jeff Robinson will present on current market commentary, Capital Group's current thinking & opportunities. Jeff Robinson, Wealth Management Consultant, Capital Group | American Funds
12:30-4:30pm - Long Term Care refresher (4 hour), presented by John Murray
Location:
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243
Parking located behind the clubhouse. Follow the signs for member/guest parking.
Registration:
$60 member
$80 non-member
Join NAIFA-Cincinnati for our April CE Meeting, hosted at Topgolf West Chester! In addition to our normal CE meeting, we'll be hosting an opportunity to practice your swing and try your hand on the Topgolf range. Earn CE, practice your drive to get ready for summer, enjoy some lunch, and have a great time!
Speaking with us will be Kate Goldsmith, JD, CLU, ChFC, ChSNC; with her presentation "Health Care in Retirement: A Retirement Income Challenge and Opportunity". Kate 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. Her presentation will discuss how health care costs are rising faster than income and inflation and demonstrate how Social Security won't be enough to make up the difference in most cases. Health care costs are often the key consideration in deciding when to retire for those who are even able to continue working. It's important to show them where they may have shortfalls in their retirement income plans.
Following lunch and Kate's presentation, we'll have bays reserved for our members to enjoy some networking and Topgolf for two hours. Topgolf Cincinnati-West Chester is a premier entertainment destination in West Chester Township. Their location provides year-round comfort, with cooling fans for the warm days and heated bays for the cold, HDTVs in every bay, multiple ways to play, and even complimentary clubs to use. Step up and take aim at the giant outfield targets and their high-tech balls will score themselves! Each bay can accommodate up to 6 players.
Make sure to join us and snag a terrific deal on this experience! *The listed normal weekday Topgolf rates are $40/hour per person.
This program has been approved for one hour of ODI CE by the Ohio Dept of Insurance and one hour of CFP credit by the CFP Board.
Registration:
For both CE & Topgolf: $50 member or $80 non-member
Foursome (at least one member & guests): $175
Just CE Meeting OR Just Topgolf: $35 member or $50 non-member
Location:
Topgolf West Chester
9568 Water Front Drive
West Chester, OH 45069
EDUCATION PROGRAM AGENDA
8:15 AM - Registration & Coffee Social
8:30 AM - Welcome | Announcements | Presentation
Topic: Ethics 3 Hr. Required Program
Presenter: Anthony Budhar | Ritter Insurance Marketing
11:40 - AM Meeting to Adjourn
Continuing Education: FILED 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.
Location: Hybrid Event
6100 Oak Tree Blvd. Independence (Lower Level), New York Life Bldg.
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Join us for a Lunch and Learn where Jon D. Cross, CFP® CLU® ChFC, with The Cross Wealth Management Group, will discuss "Creative Uses of Life Insurance in the Corporate Market (Case Studies)." Jon's presentation has been approved for one-hour of CE credit.
Registration Cost:
$25 for members
$40 for non-members/guests
$250 for table sponsorship (includes recognition and table of 8 at event)
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
Join us in March for an opportunity to learn from a local expert in mortgages. Ashok Ghildyal has over 27 years of experience as a Financial Advisor and has a great understanding of the process with which to be successful. As a Certified Mortgage Advisor at First Community Mortgage, Ashok's presentation is designed for Insurance and Financial Advisors who want to understand how Mortgage Options and Debt Management will benefit their clients.
This course will help attendees understand how mortgage options and debt management can benefit their clients. The course will compare loan types and how varying refinancing options can impact a client’s monthly debt payments. Attendees will understand multiple financial risks to their client, whether they are on the buying or selling side of a home transaction as well as how to utilize debt management as a tool for their client.
This program has been approved for one hour of ODI CE by the Ohio Dept of Insurance and one hour of CFP credit by the CFP Board.
Registration:
Member $15
Non-Member $25
Location:
4555 Lake Forest Drive
Cincinnati, OH
Join us for a membership luncheon meeting to discuss Disability Income. We will be joined by guest speaker Michael Sir of One Protection.
JOIN NAIFA-Cleveland for an informative and engaging program you won’t want to miss!
Brandon Smith returns with his always-popular Annual Social Security & Medicare Update, delivering clear insights and timely guidance on the changes that matter most.
They’re also excited to welcome Christina Bushell and Dawn McFadden for Estate Planning: How to Make Sure This Doesn’t Happen to You—a practical, eye-opening session focused on avoiding common (and costly) estate planning pitfalls.
Come learn, stay ahead, and leave better prepared for yourself and your clients.
Click below for details & registration.
Join NAIFA-Cincinnati for our February CE Meeting and lunch, at the New York Life Cincinnati General Office. Speaking with us will be NAIFA-Cincinnati member, Letitia Fulkerson (Loyal Member since 1998), with her presentation "The State of Property & Casualty Insurance: Trends, Challenges, and Opportunities for Financial Professionals".
Letitia's presentation will provide a first-hand view on the state of property and casualty insurance in Ohio. She will identify the trends, challenges and opportunities available to financial professionals so they may better serve their clients. From embracing technology, keeping aware of legislative happenings, and collaborating with other agents and advisors, she’ll offer real-life solutions to help you experience more success in today’s landscape.
Letitia is owner of the Letitia Fulkerson State Farm Agency in Cincinnati, OH. A graduate of The Ohio State University College of Business, she began her career with State Farm over 35 years ago and has been protecting her clients ever since. She has a wide-ranging experience of supporting clients with Property & Casualty, Life, Health, Small Business, Homeowners and Auto Insurance over her career. In addition to serving her Cincinnati and Ohio clients in her professional career, she has also spent the last six years serving on the Clermont Advisory Board for the leadership program for business owners and leaders.
We hope you'll join us for this informative presentation!
This course has been approved for 1 hour of ODI CE and approved 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:
Member - $15
Non-Member - $25
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.
These courses have been approved for 1 hr of CFP credit each, and 1 hr of ODI CE each (for a total total of 2 CFP and 2 ODI CE).
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
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.
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.
Copyright © 2023 NAIFA-Ohio
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 614-228-4539
Fax: 703-770-8224
info@naifaohio.org
