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  • 2025 Symposium & Annual Meeting

2025 Symposium & Annual Meeting

  • Thursday, November 13, 2025
  • 1:00 PM - 6:00 PM
  • Holiday Inn, Cleveland South

Registration

  • BENEFITS:
    - One 6-Foot Exhibit Table
    Prime space to showcase your organization, products, or services.
    - Complimentary Registration for 2 Attendees
    Includes full access to event sessions and networking opportunities.
  • BENEFITS:
    - One 6-Foot Exhibit Table
    Prime space to showcase your organization, products, or services.
    - Complimentary Registration for 2 Attendees
    Includes full access to event sessions and networking opportunities.
    - Complimentary Registration for 5 Attendees
    Includes full access to all event sessions and activities.
    - Continuing Education (CE) Credits
    All attendees are eligible to earn CE credits for qualifying presentations.
    - Prominent Logo Display at Table
    Increase brand visibility with your logo featured at your designated table.
    - Exclusive VIP Seating
  • BENEFITS:
    - Includes full access to event sessions and networking opportunities.
    - Up to 3 Continuing Education (CE) Credits (pending approval)
  • BENEFITS:
    - Includes full access to event sessions and networking opportunities.
    - Up to 3 Continuing Education (CE) Credits (pending approval)
  • BENEFITS:
    - Includes full access to event sessions and networking opportunities.
    - Up to 3 Continuing Education (CE) Credits (pending approval)
  • BENEFITS:
    - Complimentary Registration for 5 Attendees
    Includes full access to all event sessions and activities.
    - Continuing Education (CE) Credits
    All attendees are eligible to earn CE credits for qualifying presentations.
    - Prominent Logo Display at Table
    Increase brand visibility with your logo featured at your designated table.
    - Exclusive VIP Seating
  • BENEFITS:
    - Live Stream Access to Key Presentations
    Attend the event from anywhere and stay engaged in real time.
    - Earn Continuing Education (CE) Credits (for qualifying sessions)
    Maintain your credentials with CE opportunities available virtually.

Register

1:00pm       Registration 

1:30pm       Adam Howell, Regional Vice President
                     Retirement Plans Ameritas
                    Topic:  Retirement Plans for Small Businesses

2:20pm       Break 

2:30pm       Dan Dodd | NAIFA Ohio Lobbyist
                Zaino Hall & Farrin LLC
                Topic: Legislative Update | State of NAIFA

3:20pm      Break

3:30pm      Tom Morgan
                     American Senior Benefits

3:50pm      Joseph W. Jordan Author & Distinguished Financial Professional
                Topic: Purpose Driven Retirement Planning
 

4:50pm       Annual Meeting

5:00pm       Evening Cocktail Reception & Networking Mixer

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

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