April Program 2025

When
Thursday, April 10, 2025
8:30 AM - 10:50 AM
Location
Zoom & 9150 South Hills Blvd.

Registration

In Person | Member $0.00
In Person | Member of Another NAIFA Chapter – $15.00
In Person | Non Member – $25.00
Zoom | Member – $30.00
Zoom | Member of Another NAIFA Chapter – $45.00
Zoom | Non Member – $55.00

EDUCATION PROGRAM AGENDA

(Hybrid)

8:15AM Coffee & Networking

8:30 AM Welcome & Announcements

8:40 AM Presentation #1

Topic: Medicaid & Long Term Care: Looking Beyond High Net Worth ClientsMedicaid & Long-Term Care:
Presenter: Allison McMeechan | Reminger

Presentation #2

Topic: Owner Only Plans | SEP vs 401k | SEP vs 401k | Cash Balance Plan AND Small Business | SEP vs SIMPLE vs 401k

id & Presenter: Laurel Leonard | Trinity Pension Consultants

10:50 AM Meeting to Adjourn

Continuing Education: APROVED FOR 2 INSURANCE CEs

***Important Note To Receive CE Credit via Zoom: You are required to answer all poll questions to receive credit. Partial credit cannot be granted for Zoom participants.

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