Upcoming Events

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

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. 

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

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

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!

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!

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:

• 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

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 30^th, 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!

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