Upcoming Events

• What Financial Advisors need to know about Elder Law and Medicaid Planning

    Every financial advisor faces the question sooner or later: how to help older clients, friends or family members with financial matters like Medicaid eligibility, nursing home care and special needs trusts. If you are a financial planner, they expect … Continue reading →
  Date and Time:February 20 @ 8:00 am Speaker: Location:Northwestern Mutual Building

• Life Insurance Strategies for Retirement

  Save the Date! Join Us! We will host speaker Matt Erpelding, CLU, ChFC Advanced Markets Lead of Ash Brokerage. More information and registration coming soon!
  Date and Time:March 20 @ 8:00 am Speaker:Cincinnati Chapter Location:Northwestern Mutual Building

• Executive Compensation Strategies After Tax Reform

  Join Us! We will host speaker Andrew Rinn, JD, CFP, CLU, ChFC, Vice President Advanced Markets of Ameritas. More information and registration coming soon!
  Date and Time:April 17 @ 8:00 am Speaker:Cincinnati Chapter Location:Northwestern Mutual Building

• Expert Panel Case Study/ Annual Meeting

    Save the Date! Expert Panel, Michael Kinzie, CLU, ChFC, Financial Advisor, Integrated Financial Network, Deborah A. Miner, JD, CLU, ChFC, VP Advanced Markets, Western Souther, and William E. Hesch, Esq., CPA, PFS, William E. Hesch, CPAs, LLC, Case Study … Continue reading →
  Date and Time:May 15 @ 8:00 am Speaker:Cincinnati Chapter Location:Northwestern Mutual Building

• Year End Chapter Social -TBA

  More information coming soon!
  Date and Time:June 12 @ 8:00 am Speaker: Location: