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• Cyber Insurance Deconstructed | October 10, 2019

  • When
    Thursday, October 10, 2019
  •  
    8:15 AM - 9:40 AM
  • Location
    6100 Oak Tree Blvd. | Independence

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

  8:15AM   Registration | Coffee & Networking

  8:30AM   Welcome & Announcements

  8:45AM   Presentation
                      Topic | Cyber Insurance Deconstructed
                      Presenter | Darren J. Faye of AssuredPartners, Inc

  9:45AM   Adjourn

  This program has been filed with the Ohio Department of Insurance for 1 CE.

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• Collaborative Practice | November 14, 2019

  • When
    Thursday, November 14, 2019
  •  
    8:15 AM - 9:40 AM
  • Location
    6100 Oak Tree Blvd. | Independence

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

  8:15AM   Registration | Coffee & Networking

  8:30AM   Welcome & Announcements

  8:45AM   Presentation
                      Topic | Collaborative Practice  (401k, Banking, Group, Wealth, etc.)
                      Presenters | TBA

  9:45AM   Adjourn

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

  Show details
• Social Security | January 9, 2020

  • When
    Thursday, January 09, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    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.

  Show details
• Digital Assets & Estate Planning | February 13, 2020

  • When
    Thursday, February 13, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    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.

  Show details
• Special Needs Planning | March 12, 2020

  • When
    Thursday, March 12, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    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.

  Show details
• Using Technology in Your Practice | April 9, 2020

  • When
    Thursday, April 09, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    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.

  Show details
• Advisor Succession | June 11, 2020

  • When
    Thursday, June 11, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    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.

  Show details
• TBA | September 10, 2020

  • When
    Thursday, September 10, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    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.

  Show details