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• How to Coordinate Planning Among Disciplines In the Current Financial Landscape | November 13, 2019

  • When
    Wednesday, November 13, 2019
  •  
    3:30 PM
  • Location
    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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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