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    • Wednesday, December 18, 2024
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, DECEMBER 18, 2024
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Understanding Private Banking – Defining Purpose and Value 
                    Joseph F. Fragapane, MBA | First National Bank of Pennsylvania

    10:00 AM  Washington Legislative Update - Tax and Estate Planning
                      Matthew F. Kadish, JD, LL.M. | Frantz Ward, LLP

    Attending/Location

    In Person  6000 Freedom Square Dr.

                       Independence, Ohio 44131

                       (Lower Level)

    Virtually  Zoom
                    
    Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education

    Programs are submitted for 2 of the following continuing education credits: Insurance, CFP, and Legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for Insurance or CFP.

    • Wednesday, January 15, 2025
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, JANUARY 15, 2025
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Charitable Estate Planning Options: Private Foundations vs. Donor Advised Funds
                    Laura Lederer | Akron Community Foundation
                    Mike Wear | Buckingham, Doolittle and Burroughs

    10:00 AM  Options for Business Owned Life Insurance
                      Dell Judd | Vantage Financial Group

    Attending/Location

    In Person  9150 South Hills Blvd., (Lower Level) Broadview Hts. Ohio 44147

    Virtually  Zoom
                    
    Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education

    Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    • Wednesday, February 19, 2025
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, FEBRUARY 19, 2025
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Estate Planning for Pets
                    Dan Baron | Barron Law, LLC

    10:00 AM  Generational Estate Planning
                      Rebecca Yingst Price | IBIS Legacy Law

    Attending/Location

    In Person  9150 South Hills Blvd., (Lower Level) Broadview Hts. Ohio 44147

    Virtually  Zoom
                    
    Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education

    Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    • Wednesday, March 19, 2025
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, MARCH 19, 2025
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Employee Stock Ownership Plans
                    Mary Giganti | Waldherger Coyne

    10:00 AM  High Net Worth Divorces
                      Amy Keating | Zashin Law

    Attending/Location

    In Person  9150 South Hills Blvd., (Lower Level) Broadview Hts. Ohio 44147

    Virtually  Zoom
                    
    Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education

    Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    • Wednesday, April 23, 2025
    • 2:30 PM - 5:00 PM
    Register

    WEDNESDAY, APRIL 23, 2025
    HYBRID

    2:30 PM  Registration and Coffee Social

    3:00 PM  Guided Tour of the Federal Reserve
                    Details forthcoming.

    4:00 PM  Regional Economic Outlook
                    Speaker: TBD 

    Attending/Location

    In Person  Federal Reserve Bank of Cleveland
                      1455 E. 6th St., Cleveland Ohio 44114

    Virtually  Zoom - TBD
                    
    Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education (Pending)

    Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    • Wednesday, May 21, 2025
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, MAY 21, 2025
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Special Needs Trusts and ABLE Accounts
                    Jennifer Peck | Solomon, Steiner & Peck LTD.

    10:00 AM  Owning Foreign Real Estate
                      James Spallino | Thompson Hine

    Attending/Location

    In Person  9150 South Hills Blvd., (Lower Level) Broadview Hts. Ohio 44147

    Virtually  Zoom
                    
    Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education

    Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    • Wednesday, June 18, 2025
    • 3:30 PM - 6:00 PM

    WEDNESDAY, JUNE 18, 2025
    HYBRID

    3:30 PM  Registration and Coffee Social

    4:00 PM  Annual Meeting

    5:00 PM  TBD
                      Speaker: TBD

    Attending/Location

    In Person  TBD

    Virtually  TBD
                    
    Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $ TBD
      • Nonmembers: $ TBD
    • Virtual
      • Members: $ TBD
      • Nonmembers: $ TBD


    Continuing Education

    Programs are submitted for TBD of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    • Sunday, August 31, 2025
    Register

    REGULAR MEMBER:  Professionals eligible for membership: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, JD, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), REBC®, RHU® & RICP®). In addition, financial service professionals with three years of experience OR who hold a series 6, 7, 63, 65 or 66 license OR who are pursuing eligible designations or degrees OR who are recommended by a member in good standing.

    SENIOR MEMBER:  Age 75 and older, meeting the regular member eligibility requirements cited above.

    YOUNG PROFESSIONAL:  Age 40 and younger, meeting the regular member eligibility requirements cited above.

    STUDENT:  Full-time students in the process of earning a degree at an accredited college or university.

    HIGHER EDUCATION PARTNER:  Requires a signed partnership agreement by a college or university representative committing to active participation in the association. Includes two free memberships.

    • Friday, September 01, 2028
    Register


Northeast Ohio Association of Financial Professionals is a 501(c)6 non-profit organization.

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