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EDUCATION SERIES | NOVEMBER PROGRAM

  • Wednesday, November 18, 2026
  • 8:30 AM - 11:00 AM
  • CBIZ & Zoom

Registration


Register

 Event Details

Date: Wednesday, November 18, 2026
Format: Hybrid (In Person & Virtual)

 Schedule

8:30 AM
Registration & Coffee Social

9:00 AM
 3 Steps to Estate Planning
Speaker: Matt Deliberato
Deliberato Law Center

10:00 AM
5 Chapters From the Book I'll Never Write: Stories about Families, Estates, Trusts, Wealth Planning
Speaker: Larry Hatch
Glenmede

 Attending Options

In Person:
CBIZ | 5th Floor
5959 Rockside Woods Blvd. N.
Independence, 44131

Virtual:
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


A payment link will be emailed to you following this portion of the registration process.  Please look for this email in your inbox, junk or spam.

Continuing Education

This program will be filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

    Self Reporting
  • Accounting
  • PRP

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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