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• October Education Program

  • When
    Thursday, October 11, 2018
  •  
    8:15 AM
  • Location
    Park Center Plaza, Bldg. I | 6100 Oak Tree Blvd., Independence, OH 44131 - Lower Level

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  Topic:           "Shareholder Agreement/Operating Agreement/Buy-Sell Agreement                       Considerations" and "Risk Shifting Considerations in Commercial                      Contract Negotiations" Presenters:  Joe Gibbons of Schneider Smeltz Spieth Bell, LLP                     Todd Masuda of Schneider Smeltz Spieth Bell, LLP

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• November Education Program

  • When
    Thursday, November 08, 2018
  •  
    8:15 AM
  • Location
    Park Center Plaza, Bldg. I | 6100 Oak Tree Blvd., Independence, OH 44131 - Lower Level

  Topic: Ethics (3 Hr. Required Course) Presenter: Scott Matasar of Matasar Jacobs, LLC

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• January Education Program

  • When
    Thursday, January 10, 2019
  •  
    8:15 AM
  • Location
    Park Center Plaza, Bldg. I | 6100 Oak Tree Blvd., Independence, OH 44131 - Lower Level

  Topic: 1035 Exchange Presenter: Gary Zwick of Walter | Haverfield, LLP                   Cullen Fischel of Associated Concepts Agency

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• February Education Program

  • When
    Thursday, February 14, 2019
  •  
    8:15 AM
  • Location
    Park Center Plaza, Bldg. I | 6100 Oak Tree Blvd., Independence, OH 44131 - Lower Level

  Topic: LTC (4 Hr. Required Course) Presenter:

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• March Education Program

  • When
    Thursday, March 14, 2019
  •  
    8:15 AM
  • Location
    Park Center Plaza, Bldg. I | 6100 Oak Tree Blvd., Independence, OH 44131 - Lower Level

  Topic: Tax Update & More... Presenter: Gina M. Bevack-Ciani of Myers Roman Friedberg & Lewis                   Mario J. Fazio of Myers Roman Friedberg & Lewis

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• April Education Program

  • When
    Thursday, April 11, 2019
  •  
    8:15 AM
  • Location
    Park Center Plaza, Bldg. I | 6100 Oak Tree Blvd., Independence, OH 44131 - Lower Level

  Topic: Social Security Updated Presenter: Brandon Smith of the Social Security Administration

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• May Education Program

  • When
    Thursday, May 09, 2019
  •  
    8:15 AM
  • Location
    Park Center Plaza, Bldg. I | 6100 Oak Tree Blvd., Independence, OH 44131 - Lower Level

  Topic: Exit Planning for Financial Service Professionals Presenter: James S. Aussem of Cavitch Familo & Durkin

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