Northeast Ohio Association of Financial Professionals upcoming events

EDUCATION SERIES | APRIL PROGRAM (Wednesday, April 22, 2026)

Wed, 22 Apr 2026 12:30:00 GMT

️ 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.

2026 Joint Social (Wednesday, April 22, 2026)

Wed, 22 Apr 2026 21:00:00 GMT

EDUCATION SERIES | MAY PROGRAM (Wednesday, May 20, 2026)

Wed, 20 May 2026 12:30:00 GMT

️ Event Details

Date: Wednesday, May 20, 2026
Format: VIRTUAL ONLY

Schedule

8:30 AM
☕ Registration & Coffee Social

9:00 AM
Bitcoin 101
Speaker: Trey Sellers
Unchained

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

Attending Options

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

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.

The 3rd Annual NOAFP Golf Scramble | SPONSORSHIP OPPORTUNITIES (Monday, August 03, 2026)

Mon, 03 Aug 2026 14:30:00 GMT

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

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.

3rd Annual NOAFP Golf Scramble | FOURSOME, INDIVIDUAL GOLFER or DINNER ONLY (Monday, August 03, 2026)

Mon, 03 Aug 2026 14:30:00 GMT

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

Date: Monday August 4, 2025

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

Join Today! (Monday, August 31, 2026)

Mon, 31 Aug 2026 04:00:00 GMT

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.

Sponsorship Opportunities (Friday, September 01, 2028)

Fri, 01 Sep 2028 04:00:00 GMT