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Upcoming Events

 

thank you, naifa-ohio sponsors!

 

SILVER Sponsors

 
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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-Mansfield 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

8:00 - 10:00 am: Attorney Greg D. Smith, class: I.R.C. code Section 1031 Tax Deferral Strategies

10:00 am - 12:00 pm: Jackson National Speaker

12:00 - 1:00 pm: Lunch

1:00 - 3:00 pm: Mark Bauman, Ameritas
- Everything You Want to Know About DI... But Didn't Know to Ask
- The 10 Most Common DI Mistakes

3:00 - 5:00 pm: Zach Levine, Penn Mutual: Life Insurance

REGISTER HERE


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This event is brought to you by
NAIFA_Cincinnati

Legislative Update with NAIFA-Cincinnati

March 30, 2023

12:00 - 1:30 pm

Save The Date for March 30th! Join NAIFA-Cincinnati for a Legislative Update with Dan Dodd, Vice President of Government Relations, of ZHF Consulting, NAIFA-Ohio's lobbying firm.

More details and official registration coming soon.


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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 to interact with State Legislators to Advocate and discuss critical issues to our industry.

Athletic Club of Columbus
136 E Broad Street
Columbus, OH 43215

REGISTER HERE


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This event is brought to you by
NAIFA_Cincinnati

NAIFA-Cincinnati April Member Meeting

Jamie Kibler, CLU, CLTC
Encova Insurance
Vice President of Life Sales

April 27, 2023

9:00 am - 12:00 pm

Join NAIFA-Cincinnati for their April Member Meeting at Kenwood Country Club! Come out Thursday, April 27th as we hear from Jamie Kibler, CLU, CLTC, Vice President of Sales at Encova Insurance. 

Parking located on site. A breakfast will be provided. We can't wait to see you there!

Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243

REGISTER HERE


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This event is brought to you by
NAIFA_Cincinnati

NAIFA-Cincinnati Super CE Day

May 11, 2023

9:00 am - 5:00 pm

Join NAIFA-Cincinnati for a day of CE courses at the Kenwood Country Club.

Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243

More information and official registration coming soon.


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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.

Registration opens in May!


oh lili

2023 LILI Course

April - September 2023

NAIFA-Ohio is forming a 2023 in person LILI Class.

Taking the course is an investment in oneself and the returns on the investment can be infinite. Graduates consistently report that LILI gives them the tools to succeed and 70% report a measurable increase in the growth of their business since graduating.

The Ohio LILI Class will kick off in April with meetings scheduled for the 3rd Wednesday of each month, continuing through September (9/20 currently slated as our final class). Meetings will be held at Lifetime Financial Growth in Columbus.

LEARN MORE & REGISTER



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This event is brought to you by
NAIFA_Cincinnati

2023 Cincinnati President's Cup Golf Outing

October 16, 2023

11:00 am - 6:00 pm

Join NAIFA-Cincinnati for the annual President's Cup Golf Outing on Monday, October 16th! Come on out to Glenview Golf Course for an afternoon of fun, golf, and catching up with friends. We can't wait to see you there!

11:00 am: Check-in
11:30 am: Lunch
1:00 pm:  Shotgun Start

Registration includes lunch, golf, drinks, dinner, and a chance for prizes.

Glenview Golf Course
10965 Springfield Pike
Cincinnati, OH 45246

REGISTER HERE


 

                      Past Events                    

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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


Ethics 3 - Copy-4

This event is brought to you by
NAIFA_OH_Affiliate

Mansfield Ethics Course

December 16, 2022

8:30 am - 12:00 pm

Get ready for Ethics CE coming to you from NAIFA-Ohio's Mansfield Affiliate! Join us Friday, December 16th at the Richland Area Chamber of Commerce for an Ethics Course presented by Dave Embaugh, Regional Sales Manager for Anthem Blue Cross/Blue Shield of Ohio.

We will begin at 8:30 am with a hot Bob Evans breakfast provided by Dave, and the course will be held 9:00 am - 12:00 pm. 3 hours of Ethics Continuing Education credit available! We can't wait to see you there.

$20.00 Members | $30.00 Non-Members

Richland Area Chamber of Commerce
65 North Mulberry Street
Mansfield, OH 44903


elliott-linkedin-pic-2021

This event is brought to you by
NAIFA_OH_Affiliate

Estate & Legacy Planning Webinar

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

September 20, 2022

12:00 - 1:00 pm ET

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!


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The event is brought to you by
NAIFA_OH_Affiliate

Breakfast Meeting

June 10, 2022

10:00 AM

Mansfield Area Members,

Join us for an informal breakfast on Friday, June 10th at 10:00 am to get together, meet, and share NAIFA news. Breakfast for NAIFA members is on us! We hope to see you there.

Bob Evans
525 Trimble Road
Mansfield, OH 44906


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NAIFA-Ohio Success Summit
& Legislative Happy Hour

April 5, 2022

9:00 AM EST

Join NAIFA-Ohio for our Success Summit & Legislative Happy Hour - come on out to Sheraton Columbus Hotel at Capitol Square April 5th beginning at 9 am! NAIFA-Ohio is bringing together thought leaders in our field to help attendees achieve more success in their career. Following our conference, attendees will have the opportunity to interact with State Legislators to demonstrate the presence of our industry. 


NAIFA_OHIO

This Super CE Day is sponsored by
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Mansfield Super CE Day

March 23, 2022

7:30 am - 5:00 pm

Join us in Mansfield for a SUPER CE DAY - Life and Health!
8 Hours of Continuing Education Credit available.

Location:
Richland Country Fairgrounds
750 N Home Road
Mansfield, OH 44906

Register Early! Space is limited to approximately 50 people.
Registration deadline is March 18th.


Judith French Diane Boyle
Dan Dodd
The Webinar is bought you by
NAIFA_Ohio-Horizontal

Meet & Greet with Ohio Department of Insurance Director Judi French

April 29, 2021

10:00 AM EST

On February 8, 2021 Governor DeWine appointed Judi French as the Director of the Ohio Department of Insurance. Please join us for a unique opportunity to meet with our new Director.

Additionally, Diane Boyle, Senior Vice President of Government Relations with NAIFA, will provide a Federal Legislative Update, and Dan Dodd, NAIFA-Ohio's lobbyist with ZHF Consulting, will give a Legislative Update for Ohio.

NAIFA-Ohio members have the opportunity to submit questions to Director French in advance. If you have questions, please be sure to include them with your registration or send via email to info@naifaohio.org.

NAIFA-Ohio is pleased offer this program in collaboration with our lobbyist, Dan Dodd of ZHF Consulting.

The recording of the webinar can be viewed by clicking below:

HubSpot Video