Northeast Ohio Association of Financial Professionals upcoming events

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

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.

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 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

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.

EDUCATION SERIES | SEPTEMBER PROGRAM (Wednesday, September 16, 2026)

Wed, 16 Sep 2026 12:30:00 GMT

️ 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.

EDUCATION SERIES | OCTOBER PROGRAM (Wednesday, October 21, 2026)

Wed, 21 Oct 2026 12:30:00 GMT

️ 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.

EDUCATION SERIES | NOVEMBER PROGRAM (Wednesday, November 18, 2026)

Wed, 18 Nov 2026 13:30:00 GMT

️ 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.

EDUCATION SERIES | DECEMBER PROGRAM (Wednesday, December 09, 2026)

Wed, 09 Dec 2026 13:30:00 GMT

️ 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.

EDUCATION SERIES | JANUARY PROGRAM (Wednesday, January 20, 2027)

Wed, 20 Jan 2027 13:30:00 GMT

️ 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.

EDUCATION SERIES | FEBRUARY PROGRAM (Wednesday, February 17, 2027)

Wed, 17 Feb 2027 13:30:00 GMT

️ 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.

EDUCATION SERIES | MARCH PROGRAM (Wednesday, March 10, 2027)

Wed, 10 Mar 2027 13:30:00 GMT

️ 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.

EDUCATION SERIES | APRIL PROGRAM (Wednesday, April 21, 2027)

Wed, 21 Apr 2027 12:30:00 GMT

️ 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.

EDUCATION SERIES | MAY PROGRAM (Wednesday, May 19, 2027)

Wed, 19 May 2027 12:30:00 GMT

️ 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.

EDUCATION SERIES | JUNE PROGRAM + ANNUAL MTG. & NETWORKING SOCIAL (Wednesday, June 16, 2027)

Wed, 16 Jun 2027 12:30:00 GMT

️ 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

Sponsorship Opportunities (Friday, September 01, 2028)

Fri, 01 Sep 2028 04:00:00 GMT