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  • Ethics - 2 Part Series (3 hr. Required CE) | May 13 & 20, 2021

Ethics - 2 Part Series (3 hr. Required CE) | May 13 & 20, 2021

  • Thursday, May 13, 2021
  • Thursday, May 20, 2021
  • 2 sessions
  • Thursday, May 13, 2021, 8:30 AM 10:00 AM (EDT)
  • Thursday, May 20, 2021, 8:30 AM 10:00 AM (EDT)
  • Zoom

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EDUCATION PROGRAM AGENDA

This program is a 2 Part Series | May 13 & 20

8:25AM   Join Meeting
8:30AM   Welcome & Announcements

8:40AM   Presentation
                    Topic | Ethics, SEC Reg BI and Ohio’s Valentine “Best Interest
                                  Annuity Rule” effective February 14, 2021 for Insurance
                                  & Financial Advisors
                    Presenter | James Aussem of Cavitch Familo & Durkin

10:00AM Adjourn

This program will be filed with the Ohio Department of Insurance for 3 CE.

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

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