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UPCOMING EVENTS

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NAIFA Live

April 18, 2024
June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024

12:00 PM ET

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.


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Thank you to all our Super CE day sponsors
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2024 Super CE Day

John Murray, CLTC
LTCUSA

May 2, 2024

8:00 am - 5:00 pm

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. If LTC isn't needed, we'll have 4 hours of CE available for you as well!

8:00 am - Arrivals, Registration and Hot Breakfast sponsored by Capital Group | American Funds
8:30 am - Morning CE begins
Noon - Lunch
1:00pm - Afternoon CE tracks begin: 
*LTC Track - 1-4pm LTC Refresher course with John Murray
*General Track - 1-4pm
Seven Ideas to Manage RMDs - presented by Pacific Life
Creditor Concerns for Retirement Savings - presented by Pacific Life
Recovery Within Reach - helping clients find financial help to battle addiction - presented by Andrea Seidt, OH Dept of Commerce
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:    capital-group-american-funds

Morning Sponsor:   Abacus Life NASDAQ Gold Logo-edited

Kenwood Country Club
6501 Kenwood Rd
Cincinnati, OH 45243

REGISTER HERE


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May Member Meeting and Happy Hour

Scott Wilson | First Trust Portfolios

May 23, 2024

4:30 - 6:30 pm

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!

Location information and official registration coming soon. 

Members: $15.00 | Non-Members: $25.00


Past Events

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Build Your Asset Location Strategy

John Price

March 7, 2024

8:00 - 10:00 am

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. 


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February Member Meeting -
The Workings of a Title Insurance Agency

Nick Perrino | Prodigy Title Agency, LLC

February 15, 2024

8:00 - 10:00 am

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!


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This event is brought to you by
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Market Intelligence - 2024 Market Outlook

Bobby Labadini, CAIA, CEPA
Regional Vice President | John Hancock Investment Management
Hayden Main
Regional Vice President - Retirement Plan Services | John Hancock Life
Emily Roland, CIMA
Chief Investment Strategist | John Hancock Investment Management

January 23, 2024

11:30 am - 1:00 pm

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!


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December Membership Meeting

Allison Hoyt, JD, CLU, TEP
Technical Director, Advanced Consulting Group | Nationwide

December 13, 2023

9:00 am - 12:00 pm

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


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NAIFA Live

February 16, 2023; March 16, 2023; April 20, 2023
June 15, 2023; July 19, 2023; August 17, 2023
September 21, 2023; October 19, 2023; November 16, 2023

2:00 pm ET

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. 


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Recovery Within Reach

September 27, 2023

8:00 am - 12:00 pm

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.


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June Member Meeting
Client Conversations - Early Distributions: To (t) or not to (t)

Jim Ehret & Reed Lloyd
Pacific Life

June 22, 2023

9:00 am - 12:00 pm

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.


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This webinar is brought to you by
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Estate & Legacy Planning

Elliott Feldman, Esq., MBA
Elliott Feldman Law Group
Estate Planning Attorney

May 16, 2023

12:00 - 1:00 pm

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.


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Super CE Day

John Murray
Jim Blair
Marc Kiner, CPA

May 11, 2023

9:00 am - 5:00 pm

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


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This event is brought to you by
NAIFA_OHIO

Legislative Reception

April 25, 2023

4:00 - 7:00 pm

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


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March Legislative Update

March 30, 2023

11:30 am - 1:30 pm

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


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November Member Meeting

Mark Ditondo
Vice President, Retirement Services Sales
Lafayette Life Insurance Company

November 10, 2022

9:00 am - 12:00 pm

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!


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President's Cup Golf Outing

October 10, 2022

1 pm Shotgun Start

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


If you or your company are interested in sponsoring an upcoming NAIFA-Cincinnati event, please visit our Sponsorship page.

Thank You Sponsors!

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