Upcoming Events

  • Sandler Training:  Selling Professional Services August 26 | 8 a.m.-5 p.m. EDT | Virtual Workshop There is a myth among all service professionals – financial planners, attorneys, accountants, consultants, and young insurance agents – that a few high performers in … Continue reading
    Date and Time:August 26 Speaker:Society of Financial Services Location:Virtual
  • Free Throws for Financial Professionals: A Go-Givers Mentality   The financial services industry is being disrupted by regulations, people living longer, and the current climate.  Financial planners can become frustrated and are working harder to succeed.   Michael McGlothlin, CFP, CLU, … Continue reading
    Date and Time:September 16 @ 8:00 am Speaker:Mike McGlothlin, CHFC, CLU, CFP, LUTCF Location:Northwestern Mutual Building – Rookwood
  • DAFs, QCDs , and SII, OH MY! Decoding the Alphabet Soup of Charitable Giving to Maximize Tax Savings and Create Community Impact Did you have clients whose 2019 tax bills sparked their curiosity about maximizing tax savings in view of … Continue reading
    Date and Time:October 21 @ 8:00 am Speaker:Michele Carey, CAP® & Robert Killins, CAP® Location:Northwestern Mutual Building – Rookwood
  • Mark your calendars! More information to come.
    Date and Time:November 11 @ 8:00 am Speaker:Cincinnati Chapter Location:Northwestern Mutual Building – Rookwood
  • Mark your calendars! More information to come.
    Date and Time:December 9 @ 8:00 am Speaker:Cincinnati Chapter Location:Northwestern Mutual Building – Rookwood