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• EDUCATION SERIES | SEPTEMBER PROGRAM

  • When
    Wednesday, September 17, 2025
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

  Date: Wednesday, September 17, 2025
  Format: 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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• Fall Social | "Back to Business: Network, Learn, Belong"

  • When
    Wednesday, September 24, 2025
  •  
    3:45 PM - 7:00 PM

  Register

  ️ Event Details

  Date: Wednesday, September 24, 2025
  Format: In Person

  

   Schedule

  3:45 PM
  Registration 

  4:00 PM
   Planning after OBBBA for Disposition and Management of Closely Held Businesses
  Speaker: James Aussem
  Cavitch Familo & Durkin

  5:00 PM
  ️Cocktails & Hors d'oeuvres | Networking & Recruitment Event
  

  Venue

  Merwin's Wharf
  1785 Merwin Avenue
  Cleveland, 44113

  

   Event Fees

  MEMBERS: Bring a Guests & You Could Win Big! 

  Help Us Grow — Win a FREE Year of Membership! ($350 value)

  We’re calling on YOU—our amazing members—to help us expand our vibrant community!

  Here’s the deal:
  Bring a guest to our upcoming event — and if they join, you’ll be entered to win a FREE year of membership!
  (That’s right — a $350 value, on us!)

  ✅ 1 guest who joins = 1 entry
  ✅ More guests = more chances to win!

  So grab a friend, colleague, or that motivated professional in your network and bring them along. Let’s grow this community together — and reward YOU for making it happen.

  NON-MEMBERS & GUESTS — This One’s for You!

  Thinking about joining? There’s never been a better time!

  Join the night of the event and you’ll unlock exclusive perks:

  ✅ Get your registration fee credited back — instant savings!
  ✅ PLUS, you’ll be entered to win a FREE year of membership — a $350 value!
  

  That’s right — attend, join, and you could walk away with a full year on us.

  

  Continuing Education

  This program is filed for 1 CE credit in the following categories:

  • Insurance
  • CFP
  • Legal

  
  Accounting and PRP are self-reporting.

  Show details
• EDUCATION SERIES | OCTOBER PROGRAM

  • When
    Wednesday, October 22, 2025
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

  Date: Wednesday, October 22, 2025
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Insuring Unusual Assets
  Speaker: Charlie Filisko 
  Marsh McLennan Agency

  10:00 AM
  ️ Meeting the Challenges of Long Term Care
  Speaker: Dawn McFadden & Christine Bushnel
  McFadden Bushnell

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• EDUCATION SERIES | NOVEMBER PROGRAM

  • When
    Wednesday, November 19, 2025
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

  Date: Wednesday, November 19, 2025
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 - 11:00 AM
   PANEL DISCUSSION | Pre-Need and Final Expense Planning
  Panelists:
  Estate Planning Attorney - Lisa Roth | Flannery Georgialis
  Medicaid Planning Professional - Jeanette Weaver | Cavitch Familo & Durkin
  Funeral Director - Julie Graf Skinner | Busch Funeral Home

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• EDUCATION SERIES | DECEMBER PROGRAM

  • When
    Wednesday, December 10, 2025
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

  Date: Wednesday, December 10, 2025
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 - 11:00 AM
   Overview of the Executive Benefits Landscape & Taxation of Company Stock Options
  Speaker: Ryan Smith
  Meridian Compensation Partners

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• EDUCATION SERIES | JANUARY PROGRAM

  • When
    Wednesday, January 21, 2026
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

  Date: Wednesday, January 21, 2026
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Tax Update
  Speaker: Denny Linden
  CBIZ

  10:00 AM
  ️ Legislative Update
  Speaker: Matthew Kadish
  Frantz Ward, LLP

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• EDUCATION SERIES | FEBRUARY PROGRAM

  • When
    Wednesday, February 18, 2026
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

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

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 - 11:00 AM
   PANEL DISCUSSION | Handling Unusual Probate Assets
  (Firearms, Digital Assets, Wine Collection)
  Panelists:
  Estate Planning Attorney - Brad Hull | Cavitch Familo & Durkin
  Probate Judge - Judge Laura Gallagher | Cuyahoga County
  Collector Dealer - Barry Densmore | Densmore Auctions

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• EDUCATION SERIES | MARCH PROGRAM

  • When
    Wednesday, March 18, 2026
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

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

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   M&A and Exit Planning
  Speaker: Matthew Mullins
  Bricker Graydon

  10:00 AM
  ️ Business Valuation
  Speaker: Michael Zeleznik
  GDK & Company

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• EDUCATION SERIES | APRIL PROGRAM

  • When
    Wednesday, April 22, 2026
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

  Date: Wednesday, April 22, 2026
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Socially Responsible Investing
  Speaker: Mark Ramunno
  State Street

  10:00 AM
  ️ Special Needs Planning
  Speaker: Jennifer Peck
  Solomon, Steiner & Peck, Ltd.

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• EDUCATION SERIES | MAY PROGRAM

  • When
    Wednesday, May 20, 2026
  •  
    8:30 AM - 11:00 AM

  Register

  ️ Event Details

  Date: Wednesday, May 20, 2026
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Investing in Crypto Currency & Blockchain
  Speaker: Clay Finck
  The Investor's Podcast Network

  10:00 AM
  ️ Fraud Protection & Cyber Security
  Speaker: Hans Foster

  

   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

  
  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 is filed for 2 CE credits in the following categories:

  • Insurance
  • CFP
  • Legal

  
  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.

  Show details
• Join Today!

  • When
    Monday, August 31, 2026

  Register

  

  FIRST YEAR DUES ARE PRO-RATED MONTHLY! 
  

  The membership year runs September 1 thru August 31.

  REGULAR MEMBER:  Professionals eligible for membership: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, JD, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), REBC®, RHU® & RICP®). In addition, financial service professionals with three years of experience OR who hold a series 6, 7, 63, 65 or 66 license OR who are pursuing eligible designations or degrees OR who are recommended by a member in good standing.

  SENIOR MEMBER:  Age 75 and older, meeting the regular member eligibility requirements cited above.
  

  YOUNG PROFESSIONAL:  Age 40 and younger, meeting the regular member eligibility requirements cited above.

  STUDENT:  Full-time students in the process of earning a degree at an accredited college or university.

  HIGHER EDUCATION PARTNER:  Requires a signed partnership agreement by a college or university representative committing to active participation in the association. Includes two free memberships.

  Show details