Upcoming events

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



    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.
    • Thursday, January 09, 2020
    • 8:15 AM - 9:40 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic | Social Security
                        Presenters | Brandon Smith of the Social Security Administration

    9:45AM   Adjourn

    This program will be filed with the Ohio Department of Insurance for 1 CE.

    • Thursday, February 13, 2020
    • 8:15 AM - 9:40 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic | Digital Assets & Estate Planning
                        Presenters | David Lenz of Penn State's Applied Professional
                                                Experience Program (APEX)

    9:45AM   Adjourn

    This program will be filed with the Ohio Department of Insurance for 1 CE.

    • Thursday, March 12, 2020
    • 8:15 AM - 9:40 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic | Special Needs Planning
                        Presenters | David Banas of Hickman & Lowder Co., LPA

    9:45AM   Adjourn

    This program will be filed with the Ohio Department of Insurance for 1 CE.

    • Thursday, April 09, 2020
    • 8:15 AM - 9:40 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic | Using Technology in Your Practice
                        Presenters | Technology Team

    9:45AM   Adjourn

    This program will be filed with the Ohio Department of Insurance for 1 CE.

    • Thursday, June 11, 2020
    • 8:15 AM - 9:40 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic | Advisor Succession
                        Presenters | TBA

    9:45AM   Adjourn

    This program will be filed with the Ohio Department of Insurance for 1 CE.

    • Thursday, September 10, 2020
    • 8:15 AM - 9:40 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic | TBA
                        Presenters | Jim Goldsmith of Ulmer & Berne, LLP

    9:45AM   Adjourn

    This program will be filed with the Ohio Department of Insurance for 1 CE.

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

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