Upcoming events

    • Thursday, April 09, 2020
    • 8:15 AM - 9:40 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic | Identifying Partnership Opportunities for
                                      Philanthropic Families
                        Presenter | Brenda Cummins of The Cleveland Foundation

    9:45AM   Adjourn

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

    • Thursday, April 30, 2020
    • 8:15 AM - 10:30 AM
    • 6100 Oak Tree Blvd. | Independence
    Register



    EDUCATION PROGRAM AGENDA

    8:15AM   Registration | Coffee & Networking
    8:30AM   Welcome & Announcements
    8:45AM   Presentation
                        Topic |Value Enhancing Your Business
                        Presenter | Amy Wirtz of Family & Business Success

    9:45AM   Adjourn

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

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

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

NAIFA Cleveland is a 501(c)6 non-profit organization. 

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