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• DI Claims | February 11, 2021

  • When
    Thursday, February 11, 2021
  •  
    8:30 AM - 9:40 AM (EST)
  • Location
    Zoom

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

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

  8:40AM   Presentation
                      Topic | DI Claims
                      Presenter | Andrew November of Liner Legal

  9:40AM   Adjourn

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

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• What are Wealthy Clients (over $24 million estates) Doing in the Current Environment | March 11, 2021

  • When
    Thursday, March 11, 2021
  •  
    8:30 AM - 9:40 AM (EST)
  • Location
    Zoom

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

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

  8:40AM   Presentation
                      Topic | What are Wealthy Clients (over $24 million estates) Doing in
                                    the Current Environment
                      Presenter | Gary Zwick of Walter Haverfield

  9:40AM   Adjourn

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

  Show details
• Regulatory Update | April 8, 2021

  • When
    Thursday, April 08, 2021
  •  
    8:30 AM - 9:40 AM (EDT)
  • Location
    Zoom

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

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

  8:40AM   Presentation
                      Topic | Regulatory Updates
                      Presenter | Scott Matasar of Matasar Jacobs

  9:40AM   Adjourn

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

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

  • Start
    Thursday, May 13, 2021
  •  
    (EDT)
  • End
    Thursday, May 20, 2021
  •  
    (EDT)
  • Schedule
    2 sessions
  • Location
    Zoom

  Register

  
  
  
  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 (3hr. Required CE)
                      Presenter | James Aussem of Cavitch Familo & Durkin

  10:00AM Adjourn

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

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• Tax Update | June 10, 2021

  • When
    Thursday, June 10, 2021
  •  
    8:30 AM - 9:40 AM (EDT)
  • Location
    Zoom

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

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

  8:40AM   Presentation
                      Topic | Tax Update
                      Presenter | Gary Sigman 

  9:40AM   Adjourn

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

  Show details
• Multiple Employer Plans | September 9, 2021

  • When
    Thursday, September 09, 2021
  •  
    8:30 AM - 9:40 AM (EDT)
  • Location
    Zoom

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

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

  8:40AM   Presentation
                      Topic | Multiple Employer Plans
                      Presenter | Corine R. Corpora of Tucker Ellis, LLP

  9:40AM   Adjourn

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

  Show details
• 4 Hr. Required LTC | October 14, 2021

  • When
    Thursday, October 14, 2021
  •  
    8:30 AM - 9:40 AM (EDT)
  • Location
    Zoom

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

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

  8:40AM   Presentation
                      Topic | Long Term Care | 4 Hr. Required CE
                      Presenter | Ray Copenheaver, CLTC - LTCP of Long Term Care
                                            Insurance Agency

  9:40AM   Adjourn

  This program will be filed with the Ohio Department of Insurance for the 4 hrs of required LTC CE.

  Show details
• Business Planning | November 11, 2021

  • When
    Thursday, November 11, 2021
  •  
    8:30 AM - 9:40 AM (EST)
  • Location
    Zoom

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

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

  8:40AM   Presentation
                      Topic | Business Planning
                      Presenter | Panel Presentation & Discussion

  9:40AM   Adjourn

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

  Show details