May Education Program 2024 | Hybrid

8:30 am | Coffee Social

9:00 am
Annuities: Proactive and Reactive Management
Presented by: Zach W. Hurst, CFP®, CLU® of  Valmark Financial Group

10:00 am
Breaking Up is Hard to Do: Protecting Yourself in Team Practices and Practice Succession Agreements 
Presented by: Scott Matasar, Esq. of Matasar Jacobs LLC

Reminder: 

Attending in person, location is 9150 South Hills Blvd., (Lower Level) Broadview Heights Ohio 44147 unless otherwise noted. 

Attending virtually, Zoom details will be provided during the registration process.