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

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

Registration

Member - $0
Member Guest - $0
You must provide the name of the member hosting your one time, complimentary attendance.
Member of Another NAIFA Chapter – $15.00
Non Member – $25.00

Registration is closed

CE PROGRAM & KICK OFF TO THE SEASON OF GIVING

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 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.