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• 2025 Symposium & Annual Meeting

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

  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

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