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  • How to Coordinate Planning Among Disciplines In the Current Financial Landscape & Annual Meeting | November 13, 2019

How to Coordinate Planning Among Disciplines In the Current Financial Landscape & Annual Meeting | November 13, 2019

  • Wednesday, November 13, 2019
  • 3:30 PM
  • LockKeepers | 8001 Rockside Road | Valley View

Registration

  • You must provide the name of the member hosting your one time, complimentary attendance.

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CE PROGRAM & ANNUAL MEETING 

3:30PM   Registration 
4:00PM   Welcome & Announcements
4:10PM   Presentation
                    Topic:  Coordinate Planning Among Disciplines in the Financial
                                 Landscape
                    Moderator:  Brett Ketvertis
                    Panelists:  Carl Camillo | Vantage Financial Group
                                       Shawn Juris | The Juris Agency     
                                       Amanda Mockbee | Dollar Bank
                                       Paul Rupert | Martinet and Recchia
                                       John Tullio | Cavitch Familo & Durkin
5:10PM  Annual Meeting & LIFE Fund Presentation 

Cocktail and hors d'oeuvres reception immediately following.

This program had been filed with the Ohio Department of Insurance for 1 CE.

NAIFA Cleveland is a 501(c)6 non-profit organization. 

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