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  • EDUCATION SERIES | APRIL PROGRAM

    • Wednesday, April 23, 2025
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, APRIL 23, 2025
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Layered Security & Defense in Depth
                    Brandon Fogliano | Corporate Technologies Group

    10:00 AM  Understanding Ohio's Worker's Comp
                      Joe Spooner | Spooner Inc.

    Attending/Location

    In Person  9150 South Hills Blvd., (Lower Level) Broadview Hts. Ohio 44147

    Virtually  Zoom
                        Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education

    Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    Show details

  • EDUCATION SERIES | MAY PROGRAM

    • Wednesday, May 21, 2025
    • 8:30 AM - 11:00 AM
    Register

    WEDNESDAY, MAY 21, 2025
    HYBRID

    8:30 AM  Registration and Coffee Social

    9:00 AM  Special Needs Trusts and ABLE Accounts
                    Jennifer Peck | Solomon, Steiner & Peck LTD.

    10:00 AM  Owning Foreign Real Estate
                      James Spallino | Thompson Hine

    Attending/Location

    In Person  9150 South Hills Blvd., (Lower Level) Broadview Hts. Ohio 44147

    Virtually  Zoom
                        Details will be provided during the registration process


    Program Fees

    • In Person
      • Members: $0.00
      • Nonmembers: $50.00
    • Virtual
      • Members: $10.00
      • Nonmembers: $60.00


    Continuing Education

    Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.


    NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.

    Show details

  • ANNUAL MEETING AND EDUCATIONAL PROGRAM

    • Wednesday, June 18, 2025
    • 3:30 PM - 6:00 PM

    WEDNESDAY, JUNE 18, 2025

    4:00 PM  Registration 

    4:30 PM  Annual Meeting

    4:40 PM  Dan Moulthrop, Chief Executive Officer | The City Club of Cleveland

    Cocktail Reception Immediately Following                  

    Dan was appointed to the City Club's helm in 2013, after many years as a member, volunteer, and frequent forum moderator. Prior to joining the City Club he was co-founder of The Civic Commons, a pioneer in the field of social media for civic good. Dan is also the former host of 90.3 WCPN's Sound of Ideas and co-author, with Dave Eggers and Ninive Calegari, of the best selling book Teachers Have it Easy: The Big Sacrifices and Small Salaries of America's Teachers (The New Press, 2005), which provided the basis for the 2011 documentary American Teacher. He's an award winning journalist, a former high school teacher and a graduate of UC Berkeley's Graduate School of Journalism. He lives in Shaker Heights with his wife and three children. His favorite forum changes almost monthly.

    Attending/Location

    In Person  TBA


    Program Fees

    • In Person
      • Members: $ TBA
      • Nonmembers: $ TBA
    • Virtual
      • Members: $ TBA
      • Nonmembers: $ TBA
    Show details

  • Join Today!

    • Sunday, August 31, 2025
    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

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

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