️ Event Details
Date: Wednesday, September 17, 2025Format: Hybrid (In Person & Virtual)
Schedule
8:30 AM ☕ Registration & Coffee Social
9:00 AM Social Security Optimization Strategies Speaker: Dave Harris Nationwide Retirement Institute
10:00 AM ️ Tax Planning for Single (Not By Choice) Clients Speaker: Christine Bretz, CPA, CDFA Christine Bretz, CPA, LLC
Attending Options
In Person: CBIZ | 5th Floor 5959 Rockside Woods Blvd. N. Independence, 44131
Virtually via Zoom A Zoom registration link and access details will be emailed to you following this portion of the registration process. Please look for this email in your inbox, junk or spam.
Program Fees
Members
Nonmembers
In Person
$0.00
$50.00
Virtual
$10.00
$60.00
Continuing Education
This program is filed for 2 CE credits in the following categories:
Accounting and PRP are self-reporting.
Important for Virtual Attendees: To receive CE credit, you must answer all poll questions during the session. Partial credit cannot be granted for Insurance or CFP.
Northeast Ohio Association of Financial Professionals is a 501(c)6 non-profit organization.
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