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Tuesday, December 16, 2025
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2025 NAIFA Holiday Party
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Thursday, November 13, 2025
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2025 Symposium & Annual Meeting
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Tuesday, September 30, 2025
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Cocktails and Conversation | Quarterly Social
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Thursday, September 18, 2025
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Ethics | 3 Hr. CE, Required Program
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Thursday, June 05, 2025
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Long Term Care 2025
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Thursday, April 10, 2025
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April Program 2025
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Tuesday, April 01, 2025
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Sponsorship Opportunities
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Thursday, February 13, 2025
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Social Security & Medicare Update | February 13, 2025
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Thursday, December 19, 2024
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NAIFA Holiday Party
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Thursday, November 14, 2024
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November Educational Program 2024
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Thursday, October 10, 2024
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2024 NAIFA Cleveland LTC (4 hr. required CE - 2 Part Series)
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Thursday, September 26, 2024
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Cocktails and Conversation (NAIFA Quarterly Social)
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Thursday, September 12, 2024
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Ethics 2024
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Thursday, June 13, 2024
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Booze Barrel Tickets
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Thursday, May 09, 2024
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Selling a Book of Business | Presenter: Sebastian Pascu and Jake Derenthal
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Thursday, April 11, 2024
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Why and When to Utilize a Trust Officer | April 11, 2024
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Thursday, March 14, 2024
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Protecting Your Client's Financial Plan During Their Working Years | Presenter: Corey Anderson
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Thursday, February 22, 2024
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Cocktails & Conversations with NAIFA Cleveland
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Thursday, February 08, 2024
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Social Security & Medicare Update | February 8, 2024
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Thursday, January 11, 2024
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Planning Tools for Long-Term Care
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Monday, January 01, 2024
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2024 Sponsorship Opportunities
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Thursday, December 14, 2023
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2023 Holiday Party
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Thursday, November 09, 2023
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New Federal Corporate Transparency Act
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Thursday, October 19, 2023
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2023 NAIFA Cleveland LTC (4 hr. required CE - 2 Part Series)
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Thursday, September 14, 2023
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September 2023 Program
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Thursday, May 11, 2023
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Ethics - 2 Part Series (3 hr. Required CE) | May 11 & 18, 2023
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Thursday, April 13, 2023
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Life Settlements: Overview & Insights | April 13, 2023
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Thursday, March 09, 2023
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Business Succession Planning | March 9, 2023
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Thursday, February 09, 2023
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Pension Concepts, Owner Only & Small Business Plans | February 9, 2023
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Thursday, January 12, 2023
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Social Security Update | January 12, 2023
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Thursday, November 17, 2022
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2022 Annual Meeting
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Thursday, October 13, 2022
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2022 NAIFA Cleveland LTC (4 hr. required CE - 2 Part Series)
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Thursday, September 08, 2022
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Introduction to Business Insurance
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Thursday, August 11, 2022
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Going Beyond the Basis Points, Make the value of your advice a game-changer for your business
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Thursday, May 12, 2022
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Ethics - 2 Part Series (3 hr. Required CE) | May 12 & 19, 2022
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Thursday, April 14, 2022
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Economic Update | Thursday, April 14, 2022
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Thursday, March 10, 2022
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The Importance of a Multi-Generational Business and Marketing Plan | Thursday, March 10, 2022
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Thursday, February 10, 2022
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20 Common Annuity Planning Mistakes & How to Avoid Them | Thursday, February 10, 2022
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Thursday, January 13, 2022
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Social Security Update | January 13, 2022
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Thursday, November 11, 2021
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Business Planning | November 11, 2021
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Thursday, October 14, 2021
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2021 NAIFA Cleveland LTC (4 hr. required CE - 2 Part Series)
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Thursday, September 09, 2021
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Leveraging Multiple Employer Plan Arrangements | September 9, 2021
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Thursday, June 10, 2021
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Tax Update | June 10, 2021
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Thursday, May 13, 2021
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Ethics - 2 Part Series (3 hr. Required CE) | May 13 & 20, 2021
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Thursday, April 08, 2021
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2021 Retail Financial Services Update | April 8, 2021
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Thursday, March 11, 2021
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What are Wealthy Clients (over $24 million estates) Doing in the Current Environment | March 11, 2021
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Thursday, February 11, 2021
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DI Claims | February 11, 2021
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Thursday, January 14, 2021
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Social Security Update | January 14, 2021
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Thursday, November 19, 2020
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WEBINAR | NAIFA Cleveland November Program & Annual Meeting
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Thursday, October 15, 2020
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NAIFA Cleveland LTC (4 hr. required CE - 2 Part Series)
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Thursday, September 10, 2020
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Overview of the Secure Act | September 10, 2020
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Thursday, June 11, 2020
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New Reg BI | June 11, 2020
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Thursday, May 14, 2020
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Ethics (3 Part Series) | Required CE
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Thursday, April 30, 2020
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WEBINAR | Value Enhancing Your Business | April 30, 2020
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Thursday, April 23, 2020
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WEBINAR | DI: Buy-Sell Agreement & Funding | April 23, 2020
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Thursday, April 09, 2020
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Identifying Partnership Opportunities for Philanthropic Families | April 9, 2020
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Thursday, March 12, 2020
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VA Aid & Attendance, Medicaid, and Funding Long Term Care | March 12, 2020
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Thursday, February 13, 2020
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Digital Assets & Estate Planning | February 13, 2020
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Thursday, January 09, 2020
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Social Security | January 9, 2020
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Wednesday, December 18, 2019
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2019 Annual Meeting & Social | December 18, 2019
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Wednesday, November 13, 2019
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How to Coordinate Planning Among Disciplines In the Current Financial Landscape | November 13, 2019
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Thursday, October 10, 2019
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Cyber Insurance Deconstructed | October 10, 2019
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Thursday, September 05, 2019
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Exit Planning | September 5, 2019
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Thursday, June 13, 2019
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NAIFA Cleveland Annual Meeting
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Thursday, May 09, 2019
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May Education Program
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Thursday, May 09, 2019
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Ethics & Long Term Care | Required CE
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Thursday, April 11, 2019
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April Education Program
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Thursday, March 14, 2019
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March Education Program
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Thursday, February 14, 2019
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February Education Program | 4 Hr. Required LTC
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Thursday, January 10, 2019
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January Education Program
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Thursday, November 15, 2018
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November Education Program
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Thursday, October 11, 2018
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October Education Program
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Thursday, September 13, 2018
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September Education Program
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Thursday, June 14, 2018
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NAIFA Cleveland 2018 Annual Meeting
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Thursday, May 10, 2018
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An 'Open Mic' Morning: Sales Ideas From The Region's Best Wholesalers
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Tuesday, April 24, 2018
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NAIFA Cleveland: Planning Opportunities Under the New Tax Law (2CEs APPROVED)
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Thursday, April 12, 2018
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A New Perspective on Retirement Income Planning
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