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Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
Save the date to join NAIFA-Cincinnati for a Tax Efficient Retirement Strategies meeting.
More information coming soon!
Save the date to join NAIFA-Cincinnati for our February meeting.
Location:
Northwestern Mutual Life Building
3rd Floor Conference Room
3805 Edwards Rd Ste
Cincinnati, OH 45209
Save the date to join NAIFA-Cincinnati for our March meeting on Business Owner Planning.
More information coming soon!
Location:
TBD
Save the date to join NAIFA-Cincinnati for our April meeting, covering Social Security.
More information coming soon!
Location:
Northwestern Mutual Life Building
3rd Floor Conference Room
3805 Edwards Rd Ste
Cincinnati, OH 45209
Save the date to join NAIFA-Cincinnati for our 2025 Super CE Day!
More information coming soon!
Location:
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243
Join us for our November CE/CFP Meeting for back-to-back sessions for two hours of CE on November 13th, focusing on opportunities to help clients with their Long Term Care planning.
"Demographic and Societal Trends Affecting Aging" will be a great program for advisors who would like to learn more about trends in aging and how that will affect their clients long term care and financial needs. Mark George is the owner of ISSUE Insurance Agency and his session's goal will be to raise awareness of attendees for what their clients will face as it relates to aging. Most clients are unaware of the potential challenges they will face as they age. Compared to past generations, today’s clients are living longer, have a greater likelihood of needing care, will need that care longer, the cost of their care will be significantly higher, and are likely to have a more difficult time finding quality care. We can help them be better prepared for this possibility.
"The New Wealth Transfer" will be terrific for advisors who want to learn more about trends in wealth and health in America, how they can affect estate planning for the mass affluent and how LTC planning can enhance the estate tax plans of high-net-worth clients. Matt Redick is the RVP for the Upper Midwest BGA Territory. Matt joined Nationwide in 2005 and was recognized as their Sales Associate of the Year in 2020. Matt's session will review the breakdown of wealth in America, , identifying methods for customizing a long-term-care approach based on your client’s wealth. We will discuss various long-term care solutions for mass affluent clients (net worth between $100,000-$5,000,000) and high-net-worth clients ($5,000,000+) as a result of the increasing possibility of needing long-term care to allow clients to be able to pass down their wealth.
Both courses have been approved by the Ohio Department of Insurance for 1 hour of CE each and 1 hour of CFP credit each.
Member & Non-Member Fees:
Member $20 | Non-Member $30
Location:
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243
Parking provided on-site
Join NAIFA-Cincinnati for our October CE Meeting. We'll be meeting at the Northwestern Mutual Building and hearing from Robert Aylor, CPA. Robert's approach to tax and accounting consulting combines his obsession with number driven data with a genuine passion for listening to and understanding clients' unique needs and challenges. Leveraging over a decade of experience providing individual and business tax services to a diverse clientele, Robert has developed specific techniques to maintain compliance across the complicated tax landscape.
Emphasizing the planning process, Robert utilizes his expert knowledge of tax regulations to help his clients understand their individual situations and then find creative solutions for the best possible outcome.
Robert is a Northern Kentucky native, and he loves spending time with his family and introducing his children to new activities. He enjoys hiking, wrestling, and other hobbies that contribute to an active lifestyle.
The course will review relevant changes for tax years 2024 and beyond, as well as provide potential strategies to deal with the changes. Attendees should expect to deepen their understanding of general tax law, while fostering a mindset for tax reduction and avoidance.
This course will be great for any Insurance or Financial Professional who would like to refresh and increase their knowledge of tax regulations and general planning techniques.
This program has been approved for 2 hours of CE with the OH Department of Insurance and approved for 2 hours of CFP credit.
Member & Non-Member Fees:
Member $15 | Non-Member $25
Schedule:
7:30 am - Registration
8:00 am - Program Starts
Location:
Northwestern Mutual
Building, 3rd Floor Conference Room
3805 Edwards Rd Ste 200
Cincinnati, OH 45209
Grab your clubs and join NAIFA-Cincinnati for our annual President's Cup Golf Outing at Cincinnati's premier public championship golf course. We're excited for Glenview Golf Course to once again play host for our outing. Your registration will include your lunch, golf cart, 18 holes on this beautiful course, Dinner and entry for various prizes throughout the day! Build your team and compete as a foursome, or we can assign singles/doubles with other golfers. We can't wait to see you there!
11:00 am Registration and Lunch
12:00 pm Shotgun Start
~4:30 pm Dinner and Awards
$150.00/golfer
Glenview Golf Course
10965 Springfield Pike
Cincinnati, OH 45246
If you would like to sponsor a hole, meal or drinks for this year's outing, please visit our sponsor page!
Participants will better understand how advisor-hopping can lead to poor outcomes for clients. They will learn ways to build client trust through personalized marketing strategies, which leads to higher client loyalty. Finally, participants will learn methods to facilitate a smother practice transfer or sale.
Insurance and Financial Advisors should attend this program who seek to build strong, trust-based customer relationships in order to improve client outcomes, increase client retention and prepare for the transfer of a book of business to a successor agent.
This program has been approved for one hour of CE with the OH Department of Insurance and 1 hour of CFP CE.
Michael Bochnovich
Michael Bochnovich graduated from The Ohio State University in June 2007, and started his business with Northwestern Mutual two days later. He has earned his CLU, ChFC, CFP®, and RICP designations. Mike is a 12-time MDRT qualifying member, and has been a leader in the local Cincinnati office. Mike enjoys working with his clients/ building relationships and solving problems. He is the co-leader of a team of 6, with 4 CFP’s total on the team. Mike is married to Megan, and has two daughters, Lillian and Veronica. He enjoys golf, cooking & is a big College & NFL football fan.
James Conway, Jr.
Jim is a Financial Advisor with Prudential and principal of Robertson Conway & Company. For the last 20 years, he has built a managed money practice that includes individuals and small business owners, as well as selling health, life, disability and long-term care insurance. Prior to this, he was a nursing home administrator and director of marketing for a large nonprofit senior services organization. Currently he serves as Treasurer of the Cincinnati Playhouse in the Park, as well as a board member of the Cincinnati chapter of NAIFA. He is a 19-year member of MDRT.
Michael R. Kinzie, CLU, ChFC, CASL, LUTCF Chartered Financial Consultant
With more than 40 years of experience in the financial services industry, Michael excels at helping individuals and businesses create an integrated plan to achieve their financial goals. Specializing in Wealth Accumulation, Retirement and Pension Distribution planning, he believes the key to financial success comes from working with a sound financial advisor who focuses on your monetary objectives, manages risks, and provides you with first- class products and services.
Recognition:
Northwestern Mutual Building
3rd Floor Conference Room
3805 Edwards Road
Cincinnati, OH 45209
Join us Thursday, May 23rd for NAIFA-Cincinnati's May Member Meeting & Happy Hour! We can't wait to see you from 4:30 - 6:30 pm as we receive a Market and Economic Update from Scott Wilson of First Trust & have a Happy Hour!
Hoppin Vines
8150 Montgomery Rd
Cincinnati 45236
Members: Free for Members, but please RSVP | Non-Members: $10.00
NAIFA-Cincinnati invites you to attend this year's Super CE Day at the Kenwood Country Club on May 2nd, 2024!
Join us for the day to earn 7 hours of CE, connect with fellow professionals from the Cincinnati area and have a great time. We'll have 3 hours of CE in the morning, lunch provided by Kenwood, followed by two tracks in the afternoon of four hours each. For those who need their 4-hour LTC refresher, John Murray will be presenting to get you your credits. We'll have 3 hours of Ethics CE in the morning, lunch with 1 hour of CE provided by Kenwood, followed by two tracks in the afternoon with up to four hours each.
For those who need their 4-hour LTC refresher, John Murray will be presenting to get you your credit. If LTC isn't needed, we'll have a separate track of CE available for you as well! Our non-LTC track will include two 1-hour presentations, Seven Ideas to Manage RMDs and Creditor Concerns for Retirement Savings, from Susan Wood, a Senior Retirement Strategies Consultant with Pacific Life. Next we'll hear from Andrea Seidt, Commissioner, Ohio Department of Commerce, Division of Securities, to share Recovery Within Reach: Resources for Financial Pros to Help Clients Find and Pay for Treatment; this course will qualify for 1 hour of Ethics/Viatical Settlement CE.
8:00 am - Arrivals, Registration and Hot Breakfast sponsored by Capital Group | American Funds
8:30 am - Morning CE begins - 3-hour Professional Ethics presented by Abacus Life
Noon - Lunch - sponsored by BlackRock
Lunch Presentation by Ricky Ruiz, Vice President, Market Leader, BlackRock
1:00pm - Afternoon CE tracks begin: sponsored by New York Life
*LTC Track - 1-4pm LTC Refresher course with John Murray
*General Track - 1-4pm
by 5:00 pm - Wrap up and departures
Pricing:
Morning Only -
Members: $30.00 | Non-Members: $40.00
Afternoon Only -
Members: $40.00 | Non-Members $50.00
Full Day -
Members: $60.00 | Non-Members: $80.00
Breakfast Sponsor: 
Morning Sponsor: 
Lunch Sponsor: BlackRock
Afternoon Sponsor: 
Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243
Join your colleagues Thursday, March 7th at the Northwestern Mutual Building for NAIFA-Cincinnati's March Member Meeting! We'll be joined by John Price as he discusses Life Insurance Products and their evolution over time. We can't wait to see you from 8:00 - 10:00 am.
John will cover Asset Location Planning, or the process of diversifying classes for high income clients so they can build tax efficient retirement income. He will also address popular vehicles and platforms to achieve this tax diversification. If you are an Insurance or Financial Advisor who wants to solve the challenges facing individual income earners and higher net worth individuals building accumulation and tax advantaged strategies for future income, you should attend this course!
Members: $15.00 | Non-Members: $25.00
This course has been approved by the Ohio Dept. of Insurance for 1 hour of General CE.
Northwestern Mutual Building
3rd Floor Conference Room
3805 Edwards Road
Cincinnati, OH 45209
John Price is a Regional Vice President with Life Distribution at Equitable Distributors, LLC. John helps Financial Representatives implement unique tax advantaged strategies into their client’s portfolios. By understanding each representative’s practice and the clients they serve, John is able to position Equitable’s innovative asset location strategies to improve the tax efficiency of their entire investment portfolio. John has been in the Financial Services business since 2001, spending the entirety of his carrier providing life insurance-based wealth management advise to Clients, Financial Advisors, and Insurance Professionals. During John’s 23-year carrier, 9 years have been spent with Equitable as a Regional Vice President of Life Sales. He is a graduate of the University of Kentucky, and a long time native of Southwest Ohio/Northern Kentucky area.
Join us Thursday, February 15th at the Northwestern Mutual Building for NAIFA-Cincinnati's February Member Meeting! We will hear from Nick Perrino from Prodigy Title Agency, LLC.
Nick currently works with more than 10 banks and 20+ mortgage companies in performing all aspects of Real Estate Closings for residential and light commercial properties. He brings a great deal of expertise, having taught over 500 Real Estate Courses to Realtors and Lenders.
If you’d like to increase your knowledge about the considerations your clients need to take as it relates to Titling Properties and Deeds, you should attend this course. Nick will cover common forms of Deeds, options to consider when titling involves two or more, probate avoidance and other considerations.
Members: $15.00 | Non-Members: $25.00
This course has been approved by the Ohio department of Insurance for 1 hour of Title CE.
Northwestern Mutual Building
3805 Edwards Road, Ste 200
Cincinnati, OH 45209
We hope you'll join us!
The Cincinnati chapter of FSP and NAIFA welcome you to join us January 23rd for our first CE Meeting of 2024. We hope you will join us at Trio Bistro as we learn from industry experts from John Hancock who will provide updates and their insight with us!
We'll kick things off with a welcome from Regional Vice President, Bobby Labadini, followed by Hayden Main, Regional Vice President, with an update on the Secure Act and 401k Prospecting Resources and then Emily Roland, Chief Investment Strategist will increase our Market Intelligence, covering topics like the Longevity of Inflation, Path of Interest Rates and Areas of Opportunities. This session is ideal for anyone in the Financial Services Profession who wants to better understand the current Market to better serve their clients!
This course has been approved for 1 hour of General CE Credit.
Members: $15.00 | Non-Members: $25.00*
*FSP Cincinnati members will be able to set up their new NAIFA member accounts beginning in January and get member rates for all future events; however, if you'd like to register before then, just use code FSPCINC (for $10 off) and you'll be able to register at the member rate!
Trio Bistro
7565 Kenwood Road
Cincinnati, OH 45236
Please make sure to register early so we can ensure we have enough seating and help with our lunch count!
Join NAIFA-Cincinnati for our December Member Meeting. (This meeting was originally scheduled for November, if you registered for the previous date, you are already registered for December.) We look forward to hearing from Allison Hoyt, JD, CLU, TEP. Allison serves as the Technical Director for Nationwide's Advanced Consulting Group. She will share two one-hour presentations with attendees, "Life Insurance, Irrevocable Trusts & Estate Taxes" and "The New Wealth Transfer".
We so look forward to seeing you for our December meeting! Both courses have been approved with the Ohio Department of Insurance for 1 hour of CE each. Coffee and donuts will be provided for all attendees.
9:00am – Arrive, Socialize, coffee/donuts
9:30am – Update from the Board
9:45am – CE presentations begin
11:45-noon – Wrap up and depart building
$20.00 Members | $30.00 Non-Members
* Members of FSP Cincinnati may register at the NAIFA member rate using code FSP2023
New York Life Cincinnati General Office - The Kenwood Collection
5905 E. Galbraith Road, Suite 4000
Cincinnati, Ohio 45236
Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
Attend a first-of-its-kind, educational symposium on the financial impact of addiction. Financial professionals and community members are invited to a free in-person event to hear from state leaders and local experts.
Attendees are eligible for 3.5 hours of continuing education credit, approved by the Certified Financial Planner Board of Standards. ODI-CE credit is pending approval.
Graduate Hotel at Univ. of Cincinnati
151 Goodman Drive
Cincinnati, OH 45219
Registration will close 72 hours prior to the event date.
This course is approved for 3 hours of in-person ODI Ethics CE.
Join NAIFA-Cincinnati for our June Membership meeting with CE presented by Jim Ehret, Senior Regional Vice President, and Reed Lloyd, Assistant Vice President, from Pacific Life for their CE Presentation Client Conversations - Early Distributions: To (t) or not to(t). The goal of this presentation is to introduce a few common exceptions to the additional 10% tax that’s imposed when retirement savings are tapped before age 59 . Before we explore these exceptions, we’ll cover some background information, including the additional tax itself. We next outline three exceptions that will allow your clients to avoid this additional tax. We conclude with some general considerations and next steps.
This Course is approved for 1 hour of OH CE and one hour of CFP and CIMA credit.
Jim travels throughout Central and Southern Ohio, working with financial professionals through a proactive, consultative approach. Jim's knowledge of the multiple product solutions Pacific Life offers, includes fixed and variable annuities, mutual funds,, and long-term care, can help financial professionals expand their practice. Jim is a trusted resource with sales ideas, shares best practices, and delivers compelling seminar presentations. By focusing on clients' unique needs, Jim helps financial professionals find new business opportunities that meet their business goals.
Immediately prior to holding his current position, Reed served as Field Vice President of the Retirement Solutions Division from 2012-2018. He joined Pacific Life Insurance Company in 1995 as a supervisor in the Annuity Division Operations Department, where he became proficient in the use of annuities with various plan types. Reed has spoken extensively on the use of annuities within retirement plans and trusts used for estate planning.
Members $15.00 | Non-Members $25.00
We look forward to seeing you at:
Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243
Breakfast is included in your registration.
Elliott Feldman became an estate planning attorney as a consequence of being in the exact position that you never want your family to be in.
When Elliott was just 7 years old, his father passed away unexpectedly at the age of 47. Even though his dad, years prior, went to one of the top firms in town to get his estate plan in place, Elliott’s mom –– STILL –– had to go through almost 3 years in probate court and had to pay her probate attorney $55,000 by the end of it!
Looking back, Elliott always thought this was Malpractice. Turns out –– it’s COMMON PRACTICE!
This is because the traditional estate planning industry creates estate plans based on an outdated methodology that pushes all clients into the same dirty, templated plan, which is destined to fail when the client’s loved ones need it most.
When Elliott became an estate planning attorney, he made a commitment to never let his clients suffer what he and his mom suffered by creating estate plans that would ACTUALLY WORK when his clients’ families would need it most by keeping the family out of court and out of conflict should something happen.
That's why Elliott is hosting this live 1-hour CE webinar for NAIFA Ohio Insurance Members at No Charge! Join us May 16th from 12:00 - 1:00 pm for this great event.
Join NAIFA-Cincinnati for a day of CE courses at the Kenwood Country Club - 7 Hours of CE Credit are available with your Full Day registration!
9:00 am - Noon: Professional Ethics - Chuck Short - Approved 3 Hours Ethics CE Credit
12:00 pm: Lunch
Two Afternoon Options:
1:00 - 5:00 pm: LTC Refresher Course - John Murray - Approved 4 Hours General CE Credit
1:00 - 5:00 pm: Situational Social Security with Jim Blair & Marc Kiner, CPA - Premier Social Security Consulting - Approved 4 Hours General CE Credit
Full Day:
$50.00 Members | $65.00 Non-Members*
Morning Only:
$35.00 Members | $45.00 Non-Members*
Afternoon Only:
$35.00 Members | $45.00 Non-Members*
*For non-members who join NAIFA at this event, NAIFA-Cincinnati will refund the difference of the non-member and member rates.
All options will include lunch at Noon.
We look forward to seeing you at:
Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243
Join NAIFA-Ohio as we host a Legislative Reception on Tuesday, April 25th from 4:00 - 7:00 pm. NAIFA-Ohio members from around the state are invited to interact with our State Legislators and discuss important issues related to the Insurance and Financial industry and advocate for our clients. Click the button below to learn more and register!
* Any Non-Member who registers for this Legislative Reception and becomes a member of NAIFA by April 30th, 2023 will be reimbursed their registration fee for this event.
Athletic Club of Columbus - Gold Room
136 E Broad Street
Columbus, OH 43215
NAIFA-Cincinnati invites you to join us on March 30th for a Legislative Update as we hear from legislative representatives and our NAIFA-Ohio state lobbyist, Dan Dodd, VP of Government Affairs from ZHF Consulting LLC. They will provide updates for what is happening on the legislative front in Ohio relevant to the Insurance Industry and how it affects our clients as Ohioans. Lunch will be provided!
Members: $15.00 | Non-Members: $20.00*
*If you bring a non-member and they join NAIFA while attending this meeting, their registration fee will be refunded!
11:30 am: Arrival
12:00 pm: Lunch
12:30 - 1:30 pm: Legislative Update
We look forward to seeing you at:
Kenwood Country Club
6501 Kenwood Road
Cincinnati, OH 45243
Join NAIFA-Cincinnati for our November Member Meeting at Kenwood Country Club! Join us November 10th as we hear from Mike Ditondo, Vice President at Lafayette Life Insurance Company (member of Western & Southern Financial Group) with "Understanding Pension Plans".
Before beginning his career with Lafayette Life in 2014, Mark worked with MetLife in Massachusetts, functioned as an Associate General Agent and General Agent for Mass Mutual in Rhode Island, and was also a 1982 Graduate from Cornell University.
Mark holds a deep knowledge of the sales process, as well as a thorough knowledge of whole life, advanced markets and retirement services plans. Mark currently resides in Bristol, RI with his wife of 25 years and their two children.
We hope you will join us as Mark shares his years of expertise with our members. A breakfast will be provided!
Join NAIFA-Cincinnati for our annual President's Cup Golf Outing on Monday, October 10th! Come on out to Glenview Golf Course for a day filled with friends, fun, and, of course, golf. We can't wait to see you there!
1:00 pm Shotgun Start
Registration includes lunch, golf, drinks, dinner, and prizes
Glenview Golf Course
10965 Springfield Pike
Cincinnati, OH 45246
Copyright © 2022 NAIFA-Cincinnati
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 513-248-1125
Fax: 513-248-1147
info@naifa-cincinnati.org