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  • EDUCATION SERIES | SEPTEMBER PROGRAM

    • Wednesday, September 18, 2024
    • 8:30 AM - 11:00 AM
    • 9150 South Hills Blvd. Broadview Hts. Ohio 44147
    Register

    WEDNESDAY, SEPTEMBER 18, 2024
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Preparing for a Successful Retirement - Health Insurance 101
                    Debbie Boop | Kaczmarek Insurance Services Agency, Inc.

    10:00 AM  Practical Asset Protection Techniques
                      James Aussem | Cavitch Familo & Durkin

    Attending/Location

    In Person  9150 South Hills Blvd., (Lower Level)
                       Broadview Heights 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.

    Show details

  • EDUCATION SERIES | OCTOBER PROGRAM

    • Tuesday, October 15, 2024
    • 8:30 AM - 11:00 AM
    • University of Akron College of Business Goodyear Classroom, #286
    Register

    TUESDAY, OCTOBER 15, 2024 
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  What to Expect from a Retirement Plan Investigation
                    Scott Campbell | US DOL, Employee Benefits

    Synopsis
                    The program is designed to provide an overview of EBSA investigative process. The presentation will outline the potential fiduciary issues and the remedies available to ensure compliance. In addition, the voluntary fiduciary correction program, which encourages self-compliance will be discussed.

    10:00 AM  Understanding Social Security
                      Robert Fenn | Social Security Administration

    Synopsis

    “Clients can never be too early or too late when it comes to planning for retirement. There are many factors to consider when making that monumental decision and one of them is Social Security.
    This session/webinar will provide details not only on the retirement program but will cover the filing options when it comes to spouses and divorced spouses’ benefits, key factors to consider when determining the right time to file, how a person can work and collect benefits at the same time and how and when to file an application.”

    Attending/Location

    In Person  University of Akron College of Business
                      Goodyear Classroom, #286

    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.

    Show details

  • EDUCATION SERIES | NOVEMBER PROGRAM

    • Wednesday, November 20, 2024
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, NOVEMBER 20, 2024
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Crisis Management
                    Bruce Hennes | Hennes Communications

    10:00 AM  TBA
                      Gary Zwick | Walter Haverfield

    Attending/Location

    In Person  Tentative - 6000 Freedom Square Dr. Independence Ohio 44131

    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.

    Show details

  • EDUCATION SERIES | DECEMBER PROGRAM

    • 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  Small Business Banking
                    Joe Fragapane | First National Bank

    10:00 AM  TBA
                      TBA

    Attending/Location

    In Person  TBA

    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.

    Show details

  • EDUCATION SERIES | JANUARY PROGRAM

    • 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.

    Show details

  • EDUCATION SERIES | FEBRUARY PROGRAM

    • 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.

    Show details

  • EDUCATION SERIES | MARCH PROGRAM

    • 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.

    Show details

  • EDUCATION SERIES | APRIL PROGRAM

    • 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.

    Show details

  • EDUCATION SERIES | MAY PROGRAM

    • 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.

    Show details

  • ANNUAL MEETING AND EDUCATIONAL PROGRAM

    • 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.

    Show details

  • Join Today!

    • 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.

    Show details

  • Sponsorship Opportunities

    • Friday, September 01, 2028
    Register


    Show details

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

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