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Upcoming events

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

    • 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.

Past events

Monday, August 04, 2025 The 2nd Annual NOAFP Golf Scramble | FOURSOME, INDIVIDUAL GOLFER or DINNER ONLY
Monday, August 04, 2025 The 2nd Annual NOAFP Golf Scramble | SPONSORSHIP OPPORTUNITIES
Wednesday, June 18, 2025 2025 NOAFP ANNUAL MEETING
Wednesday, May 21, 2025 EDUCATION SERIES | MAY PROGRAM
Wednesday, April 23, 2025 EDUCATION SERIES | APRIL PROGRAM
Thursday, April 03, 2025 Let's Get Social | ATTENDEE REGISTRATION
Wednesday, March 19, 2025 EDUCATION SERIES | MARCH PROGRAM
Wednesday, February 19, 2025 EDUCATION SERIES | FEBRUARY PROGRAM
Wednesday, January 15, 2025 EDUCATION SERIES | JANUARY PROGRAM
Wednesday, December 18, 2024 EDUCATION SERIES | DECEMBER PROGRAM
Wednesday, November 20, 2024 EDUCATION SERIES | NOVEMBER PROGRAM
Tuesday, October 15, 2024 EDUCATION SERIES | OCTOBER PROGRAM
Wednesday, September 18, 2024 EDUCATION SERIES | SEPTEMBER PROGRAM
Monday, August 05, 2024 Inaugural NOAFP Golf Scramble | FOURSOME, INDIVIDUAL GOLFER or DINNER ONLY
Monday, August 05, 2024 Inaugural NOAFP Golf Scramble | SPONSORSHIP OPPORTUNITIES
Thursday, June 20, 2024 June Education Program & Networking Event
Wednesday, May 15, 2024 May Education Program 2024 | Hybrid
Wednesday, April 24, 2024 Let's Get Social | ATTENDEE REGISTRATION
Wednesday, April 17, 2024 April Education Program 2024 | Hybrid
Wednesday, March 20, 2024 "Decanting - Not Just for Wine" & "Match Portfolio Construction to Your Financial Situation: Understanding Stocks in an Asset Allocation"
Wednesday, February 21, 2024 "Federal Tax Law Update, Pending Changes, & Planning Considerations" and "Washington Legislative Update - Tax and Estate Planning"

Northeast Ohio Association of Financial Professionals is a 501(c)6 non-profit organization.

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