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Upcoming Events

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thank you, naifa-ohio sponsors!

 

SILVER Sponsor


 



networking

This event is brought to you by
NAIFA_Cleveland

Networking with NAIFA-Cleveland

February 22, 2024

4:00 - 7:00 pm

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

LEARN MORE & REGISTER


membermeeting

This event is brought to you by
NAIFA_Cincinnati-1

March Member Meeting -
Build Your Asset Location Strategy

John Price

March 7, 2024

8:00 - 10:00 am

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
3805 Edwards Road, Ste 200
Cincinnati, OH 45209

REGISTER HERE


webinar-1

This event is brought to you by
NAIFA_Cleveland

Protecting Your Client's Financial,
Plan During Their Working Years

Corey Anderson | Disability Insurance Geek

March 14, 2024

8:30 - 9:40 am

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.

REGISTER HERE


The OSU Fawcett Center

This event is brought to you by
NAIFA_Columbus

Membership Luncheon

March 20, 2024

11:30 am - 1:00 pm

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

Advanced Registration Costs:

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

Walk-In Registration Costs:

  • Members: $15.00
  • Non-Members/Guests: $30.00
THE OSU FAWCETT CENTER
2400 OLENTANGY RIVER ROAD
COLUMBUS OH 43210

LEARN MORE & REGISTER


LTC

This event is brought to you by
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Long Term Care Partnership Renewal Class

March 20, 2024

1:00 - 5:00 pm

Join NAIFA-Ohio's Mansfield Affiliate for a four (4) hour Long Term Care Insurance (LTCi) refresher course and complete your two year mandatory Ohio Partnership Training Requirements!

The class will be presented by 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

REGISTER HERE


logo_NAIFAlive-4

NAIFA Live

March 21, 2024
April 18, 2024
June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

12:00 pm ET

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.


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2024 Legislative Reception

April 23, 2024

4:00 - 7:00 pm

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

REGISTER HERE


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This event is brought to you by
NAIFA_Cincinnati-1

May Member Meeting and Happy Hour

Scott Wilson | First Trust Portfolios

May 23, 2024

4:30 - 6:30 pm

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!

Location information and official registration coming soon. 

Members: $15.00 | Non-Members: $25.00


Breakfast

This event is brought to you by
NAIFA_Columbus

Breakfast Meeting

August 21, 2024

8:00 - 9:00 am

Join fellow NAIFA-Columbus members for a Breakfast Meeting on August 21st! More information and official registration coming soon.

The OSU Fawcett Center
2400 Olentangy River Road
Columbus, OH 43210


drinks-2578446_1920-1

This event is brought to you by
NAIFA_Columbus

Networking Happy Hour Event

October 16, 2024

4:00 - 6:00 pm

Join NAIFA-Columbus for a Networking Happy Hour Event on October 16th! More information and official registration coming soon.

The OSU Fawcett Center
2400 Olentangy River Road
Columbus, OH 43210




This event is brought to you by
NAIFA_Columbus

29th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting

December 20, 2024

11:30 am - 1:00 pm

Join NAIFA-Columbus for the 29th Annual I. David Cohen Lifetime Achievement Award Luncheon & Annual Meeting! More information and official registration coming soon.

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


Past Events

NICKPERRINOcinc

This event is brought to you by
NAIFA_Cincinnati-1

February Member Meeting -
The Workings of a Title Insurance Agency

Nick Perrino | Prodigy Title Agency, LLC

February 15, 2024

8:00 - 10:00 am

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!


ohhybridevent

This webinar is brought to you by
NAIFA_Cleveland

Social Security & Medicare Update

Brandon Smith | Social Security Administration

February 8, 2024

8:30 - 9:40 am

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


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This event is brought to you by
NAIFA_Cincinnati-1

Market Intelligence - 2024 Market Outlook

Bobby Labadini, CAIA, CEPA
Regional Vice President | John Hancock Investment Management
Hayden Main
Regional Vice President - Retirement Plan Services | John Hancock Life
Emily Roland, CIMA
Chief Investment Strategist | John Hancock Investment Management

January 23, 2024

11:30 am - 1:00 pm

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!

REGISTER H


The OSU Fawcett Center

This event is brought to you by
NAIFA_Columbus

Social Networking
Hosted by SFSP Columbus

January 11, 2024

4:00 - 6:00 pm

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. 


LTC

This event is brought to you by
NAIFA_Cleveland

Planning Tools for Long-Term Care

January 11, 2024

8:30 - 9:30 am

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


daveembaugh
Ethics 3 - Copy-2
This event is brought to you by
NAIFA_OH_Affiliate

Ethics in Action

Dave Embaugh

December 15, 2023

9:00 am - 12:30 pm

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


holidaypartycheer

This event is brought to you by
NAIFA_Cleveland

Holiday Party
with NAIFA-Cleveland

December 14, 2023

4:00 - 7:00 pm

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


Wolfs Ridge Brewing (3)

This event is brought to you by
NAIFA_Columbus

28th Annual I. David Cohen Lifetime Achievement Award Luncheon with NAIFA-Columbus

December 13, 2023

11:30 am - 1:00 pm

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 Members
$40 - Non-Members/Guests
$250 for Table of 8 with Sponsor Recognition (please contact Renae Davies at exec@naifa-columbus.org)

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

REGISTRATION DEADLINE: FRIDAY, DECEMBER 1, 2023


allisonhoytnationwide

This event is brought to you by
NAIFA_Cincinnati-1

December Member Meeting
with NAIFA-Cincinnati

Allison Hoyt, JD, CLU, TEP
Technical Director, Advanced Consulting Group | Nationwide

December 13, 2023

9:00 am - 12:00 pm

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


logo_NAIFAlive-2

NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

2:00 pm ET

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. 


ohiorecovery

Recovery Within Reach

November 10, 2023

8:00 am - 12:00 pm

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.


amandamay morganschweighoefer

This event is brought to you by
NAIFA_Cleveland

New Federal Corporate Transparency Act

Amanda C. May
Attorney - Cavitch, Familo & Durkin
Morgan A. Schweighoefer
Attorney - Cavitch, Familo & Durkin

November 9, 2023

4:00 - 5:00 pm

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


LTC

This event is brought to you by
NAIFA_Cleveland

Long-Term Care Renewal Course
2 Part Series

Ray Copenheaver, CLTC, LTCP
Long Term Care | Ohio Agent Services

October 26, 2023

8:30 - 10:30 am

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


Mike Kadair Fairway Agenda

Reverse Mortgage Loans Webinar:
What You Need to Know

Mike Kadair
Area Sales Manager | Fairway Mortgage

September 28, 2023

1:00 - 2:00 pm

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


bakery pastry
SEPT 2023 - Mackensie Ellis Photo
This event is brought to you by
NAIFA_Columbus

Membership Breakfast Meeting
with NAIFA-Columbus

Mackensie Ellis
Manager, Business Development | GradFin

September 20, 2023

8:00 - 9:00 am

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


French,+Judith_v2

This event is brought to you by
NAIFA_Cleveland

ODI Update & Networking Social

Judith L. French
Director of the Ohio Department of Insurance

September 14, 2023

3:30 pm - 5:30 pm

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


membermeeting

This event is brought to you by
NAIFA_Cincinnati

NAIFA-Cincinnati June Member Meeting
Client Conversations - Early Distributions: To (t) or not to (t)

Jim Ehret & Reed Lloyd
Pacific Life

June 22, 2023

9:00 am - 12:00 pm

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.


Andrew Holt,Suzanne Carawan,Diane Boyle -  LinkedIn Post 1104x736 px

June NAIFA Live Watch Party

Andrew Holt, Government Relations & Grassroots Manager
Suzanna Carawan, VP, Marketing & Communications
Diane Boyle, SVP, Government Relations

June 15, 2023

2:00 - 3:30 pm

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. 


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1031 Exchange: What You Need to Know!

Greg Smith, Esq.
Vice President
Investment Property Exchange Services, Inc.

June 13, 2023

12:00 - 1:00 pm

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


Jim-Aussem_c-4x5@300-240x300

This event is brought to you by
NAIFA_Cleveland

Ethics Series - Part 2

James Aussem
Shareholder
Cavitch Familo & Durkin, Co., LPA

May 18, 2023

8:30 - 10:30 am

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

NAIFA-Cleveland Members: $25.00
NAIFA Members: $35.00
Non-Members: $50.00
 

elliott-linkedin-pic-2021

The Webinar is brought to you by
NAIFA_OH_Affiliate

Estate & Legacy Planning

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

May 16, 2023

12:00 - 1:00 pm

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.


Ethics 3 - Copy johnmurraycinc
Jim 7-24-2012 Marc  7-24-12
This event is brought to you by
NAIFA_Cincinnati

NAIFA-Cincinnati Super CE Day

John Murray
Jim Blair
Marc Kiner, CPA

May 11, 2023

9:00 am - 5:00 pm

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


APRIL 2023 - Bravo Lennox Photo-1
NAIFA_Columbus
This event is sponsored by
APR 2023 - Happy Hour Sponsor Logo Abacus Life

Happy Hour & Networking
with NAIFA-Columbus

May 3, 2023

4:00 - 6:00 pm

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:

  • NAIFA Members: $25
  • Non-members: $25
  • SPECIAL OFFER: Any NAIFA member who brings a Prospective Member can attend for FREE, as can their guest

Bravo! Italian Kitchen (Lennox)
1803 Olentangy River Road
Columbus, OH 43212


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Legislative Reception

April 25, 2023

4:00 - 7:00 pm

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. 


Jim 7-24-2012 Marc  7-24-12

Situational Social Security

Jim Blair
Premier Social Security Consulting, LLC
Marc Kiner, CPA
Premier Social Security Consulting, LLC

April 20, 2023

12:00 - 1:00 pm

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.


webinar-1

This webinar is brought to you by
NAIFA_Cleveland

Life Settlements: Overviews & Insights

Todd Everson
Buckeye Life Resources

Apriil 13, 2023

8:30 - 9:30 am

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


Ohio Emial Header

This event is brought to you by
NAIFA_Cincinnati

Legislative Update with NAIFA-Cincinnati

March 30, 2023

12:00 - 1:30 pm

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


learn

This event is brought to you by
NAIFA_OH_Affiliate

Mansfield Super CE Day

March 29, 2023

8:00 am - 5:00 pm

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


rossjordan risk management

Spotlight on Ethics Awareness Month

J. Ross Jordan, CPCU
Account Executive
CalSurance Associates

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.


webinar-1

This event is brought to you by
NAIFA_Cleveland

Business Succession Planning

March 9, 2023

8:30 am - 9:30 am

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


webinar-1

This event is brought to you by
NAIFA_Cleveland

Pension Concepts, Owner Only
& Small Business Plans

February 9, 2023

8:30 - 9:30 am

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.


Close up of business man hand working on laptop computer with social network diagram on wooden desk as concept

This event is brought to you by
NAIFA_Cleveland

Social Security Update

January 12, 2023

8:30 - 9:30 am

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