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• The 3rd Annual NOAFP Golf Scramble | SPONSORSHIP OPPORTUNITIES

  • When
    Monday, August 03, 2026
  •  
    10:30 AM - 6:00 PM
  • Location
    Avon Oaks Country Club

  Register

  3rd ANNUAL NOAFP GOLF SCRAMBLE

  Avon Oaks Country Club
  Monday August 3, 2026

  Gold $1,600

  • Full Page Ad in Program Book, Hole Sign, Verbal Recognition
  • Foursome - 18 Holes, Lunch, Dinner, 2 Drink Tickets per golfer

  Silver $1,350

  • Hole Sign, Verbal Recognition
  • Foursome - 18 Holes, Lunch, Dinner, 2 Drink Tickets per golfer

  Bronze $850

  • Full Page Ad in Program Book, Hole Sign, Verbal Recognition

  Dinner $850

  • Full Page Ad in Program Book, Sign at Dinner, Verbal Recognition

  Lunch $600

  • Half Page Ad in Program Book, Sign at Lunch, Verbal Recognition

  Drink Cart $600

  • Half Page Ad in Program Book, Signage on Drink Cart(s), Verbal Recognition

  Beer Sponsor $600

  • Table at the hole

  Hole $400

  • Hole Sign, Verbal Recognition

  Friend $200

  • Recognition in Program Book

  The Days Events

  • Registration: 10:30 am - 11:30 am
  • Lunch: 11:00 am - 12:00 pm (Noon)
  • Shotgun Start: 12:30 pm

  Payments by credit card or check will be accepted.

  Show details
• 3rd Annual NOAFP Golf Scramble | FOURSOME, INDIVIDUAL GOLFER or DINNER ONLY

  • When
    Monday, August 03, 2026
  •  
    10:30 AM - 6:00 PM
  • Location
    Avon Oaks Country Club

  Register

  3rd ANNUAL NOAFP GOLF SCRAMBLE
  (Foursome, Individual Golfer, or Dinner Only)

  Date: Monday August 3, 2026

  Location: Avon Oaks Country Club

  Registration: 10:30 am - 11:30 am

  Lunch: 11:00 am - 12:00 pm (Noon)

  Shotgun Start: 12:30 pm

  Prizes:

  • Winning Scramble Team: $200 per golfer
  • 2nd Place Scramble Team: $100 per golfer
  • 3rd Place Scramble Team: $50 per golfer
  • Closest to the Pin - Front & Back: $100 each
  • Longest Drive - Women & Men's: $100 each

  Raffle:

  • 10 Winners: $100 Gift Certificate each

  Golf:

  • Foursome: $1,000 - 18 Holes, Lunch, Dinner, 2 Drink Tickets per golfer
  • Individual: $250 - 18 Holes, Lunch, Dinner, 2 Drink Tickets

  Dinner:

  • Individual: $50 - Dinner and 2 Drink Tickets

  
  

  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
• EDUCATION SERIES | SEPTEMBER PROGRAM

  • When
    Wednesday, September 16, 2026
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, September 16, 2026
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Social Security 
  Speaker: Brandon Smith
  Social Security Administration

  10:00 AM
  ️ Family Business Succession Planning
  Speaker: Dick Kiko
  Christine Kiko Auctions

  

   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.

  Show details
• EDUCATION SERIES | OCTOBER PROGRAM

  • When
    Wednesday, October 21, 2026
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

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

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Year-End Tax Planning
  Speaker: Kortni Spates
  Sequoia Wealth Management

  10:00 AM
  ️ Structured Settlements
  Speaker: Roger Rangel
  Vantage Financial Group / Prestwick Group

  

   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.

  Show details
• EDUCATION SERIES | NOVEMBER PROGRAM

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

  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.

  Show details
• EDUCATION SERIES | DECEMBER PROGRAM

  • When
    Wednesday, December 09, 2026
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, December 9, 2026
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Built to Last: Log-Term Portfolio Management
  Speaker: Zach Abrams
  Capital Advisors

  10:00 AM
  ️ Alternative Investments
  Speaker: Michael Snow
  GLASfunds

  

   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.

  Show details
• EDUCATION SERIES | JANUARY PROGRAM

  • When
    Wednesday, January 20, 2027
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, January 20, 2027
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Charitable Giving
  Speaker: Julie Weagraff
  Girl Scouts of NEO

  10:00 AM
  ️ Life & LTC Insurance
  Speaker: Tom Towbridge
  Long Road RMS

  

   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.

  Show details
• EDUCATION SERIES | FEBRUARY PROGRAM

  • When
    Wednesday, February 17, 2027
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, February 17, 2027
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 - 11:00 AM
   Trustee Options & More
  Speaker(s): Panel
  Cleveland Private Trust Company

  

   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.

  Show details
• EDUCATION SERIES | MARCH PROGRAM

  • When
    Wednesday, March 10, 2027
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, March 10, 2027
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Regulatory Insights
  Speaker: Ethan Clark
  Matasar Jacobs

  10:00 AM
  ️ Cybersecurity for Financial Professionals
  Speaker: Mike O'Neill
  Accellis

  

   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.

  Show details
• EDUCATION SERIES | APRIL PROGRAM

  • When
    Wednesday, April 21, 2027
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, April 21, 2027
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Early Retirement Healthcare
  Speaker: Joanie Keehn
  Health Markets

  10:00 AM
  ️ Employee Benefits
  Speaker: Mike McGrath
  McGohan Brabender

  

   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.

  Show details
• EDUCATION SERIES | MAY PROGRAM

  • When
    Wednesday, May 19, 2027
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, May 19, 2027
  Format: Hybrid (In Person & Virtual)

  

   Schedule

  8:30 AM
  ☕ Registration & Coffee Social

  9:00 AM
   Bloodline & Creditor Protection Trusts 
  Speaker: Jennifer Peck
  Solomon Steiner & Peck

  10:00 AM
  ️ Estate Planning
  Speaker: Amanda May
  Cavitch Familo & Durkin

  

   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.

  Show details
• EDUCATION SERIES | JUNE PROGRAM + ANNUAL MTG. & NETWORKING SOCIAL

  • When
    Wednesday, June 16, 2027
  •  
    8:30 AM - 11:00 AM
  • Location
    CBIZ & Zoom

  Register

  ️ Event Details

  Date: Wednesday, June 16, 2027
  Format: In Person Only

  

   Schedule

  3:30 - 4:00 PM
  ☕ Registration

  4:00 - 5:00 PM
   TBA
  Speaker: Guest Speaker
  TBA

  5:00 -5:10 PM
  ️ Annual Meeting
  

  5:10 PM
  ️ Networking Social
  
  

  

   Attending Options

  In Person:
  Location TBA
  
  

  

   Program Fees

  	Members	Nonmembers
  In Person	$0.00	$50.00

  
  Nonmembers: 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 1 CE credit in the following categories:

  • Insurance
  • CFP
  • Legal
    
    Self Reporting
  • Accounting
  • PRP

  Show details
• Sponsorship Opportunities

  • When
    Friday, September 01, 2028

  Register

  
  

  Show details