Upcoming events

    • Wednesday, December 18, 2019
    • 4:30 PM - 7:00 PM
    • 750 ml
    Register



    2019 Annual Meeting & Holiday Social

    4:45PM   Registration 
    5:00PM   Welcome & Annual Meeting
    5:15PM   Holiday Social

    * If you are a NAIFA Cleveland member, please do not forget to cast your ballot for the 2020 Board of Directors.  Emails with your ballot have been sent.

    • Thursday, January 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 | 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.

    • Thursday, February 13, 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 | 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.

    • Thursday, March 12, 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 | 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.

    • 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 | 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.

    • 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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