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May 2021

VIRTUAL MEETING: Serving Seniors in the Financial Services Industry: An Introduction to Elder Law & Elder Abuse

May 19, 2021 @ 8:00 am - 10:00 am
Zoom Meeting, OH United States + Google Map

Serving Seniors in the Financial Services Industry: An Introduction to Elder Law & Elder Abuse   Join us as Annie Warner of Warner Law Firm, LLC discusses ways to work with seniors in the areas of estate planning, long-term care planning and asset protection as well as senior benefits.  She will also be delving into the topic of elder abuse and what you need to be aware of when it comes to caring and supporting our senior clients and/or family…

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June 2021

SPECIAL VIRTUAL MEETING: Leadership Sales Workshop: Understanding the Sales Competencies of Top Advisors

June 2, 2021 @ 8:30 am - 9:30 am
Zoom Meeting, OH United States + Google Map

Anthony Cole Training Group Presents Leadership Sales Workshop: Understanding the Sales Competencies of Top Advisors   Does your firm need to acquire and grow new relationships? Sales leaders no longer have to rely on observation, anecdotal evidence and personal opinion about what differentiates top performers from average and poor performers. There is a science to selling and this workshop will provide participants with a glimpse of the 21 specific skills and capabilities that advisors must have to be top producers.…

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September 2021

The Top 2021 & 2022 Income & Estate Planning Strategies Arising from the Biden Administration’s Tax Proposals

September 16, 2021 @ 7:30 am - 9:00 am
VonLehman CPA & Advisory Firm, 810 Wright's Summit Parkway #300
Fort Wright, KY 41011 United States
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THE TOP 2021 & 2022 INCOME & ESTATE PLANNING STRATEGIES ARISING FROM THE BIDEN ADMINISTRATION'S TAX PROPOSALS   We are teaming up with the Northern Kentucky Bar Association to introduce VonLehman CPA & Advisory Firm as they present: The Top 2021 & 2022 Income and Estate Planning Strategies Arising from the Biden Administration's Tax Proposals.   Robert Aylor and Victor Evans will be discussing: Recent Tax Changes Related to: Consolidated Appropriations Act American Rescue Plan Act CARES Act Potential Effects…

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October 2021

YOUNG PROFESSIONAL DAY! How to Build an Effective & Profitable Team

October 20, 2021 @ 4:00 pm - 5:30 pm
Hoppin’ Vines, 8150 Montgomery Rd
Cincinnati, OH 45236 United States
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Join us for Young professional's day as Ken Byers Presents: How to Build an Effective & Profitable Team Join us for this special Young Professional Event with nationally recognized local financial educator Kenneth V. Byers. Ken will be sharing his insights and wisdom of over 45 years in the financial industry as well as his Seven Step Process. The Seven Step Process is used to help create a cohesive and comprehensive plan for clients. Most clients have financial blind spots…

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November 2021

Values-Based Financial Planning

November 10, 2021 @ 8:00 am - 10:00 am
Northwestern Mutual Building – Rookwood, 3805 Edwards Road
Cincinnati, OH 45209
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Values-Based Financial Planning Ben Beshear CFP®, AWMA, CLTC of LiveWell Capital will be presenting Values-Based Financial Planning.  Ben will discuss how to have a values-based conversation about money with your clients and also show your value. 5 Capitals - Take stock of all of the wealth you have in your life. Philosophy - Each advisor needs to understand their planning and investment philosophy to help coach clients Value - Advisors need to find ways to add value for clients in…

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January 2022

Three Levels of Business Insurance Planning

January 19 @ 8:00 am - 10:00 am
Northwestern Mutual Building – Rookwood, 3805 Edwards Road
Cincinnati, OH 45209
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Three Levels of Business Insurance Planning Join David Szeremet JD, CLU®, ChFC®, head of Advanced Planning at Ohio National Financial Services for an educational, sales-oriented session geared towards you – the busy financial professional. David will briefly review the Three Levels of Business Insurance Planning followed by a rapid-fire series of sales studies based on real case consultations from 2020 and 2021. This face-paced, informative session is designed to help you zero in on planning opportunities and drive sales.  He will discuss…

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February 2022

Build Back Better Act – The Past, Present & Future

February 16 @ 8:00 am - 10:00 am
Cincinnati Bar Association, 225 E 6th Street, 2nd Floor
Cincinnati, OH 45202 United States
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Build Back Better Act - The Past, Present & Future         We are teaming up with the Cincinnati Bar Association to virtually host Mark Gaudet, CPA, CFP®, CAP® CSH, of Clark Schaefer Hackett as he presents on the Build Back Better Act. Mark will be discussing what is new for the 2021 tax year and delve into the Build Back Better Act as passed by the House of Representatives on November 19, 2021 as well as the…

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March 2022

Say It So It Sticks!

March 16 @ 8:00 am - 10:00 am
Northwestern Mutual Building – Rookwood, 3805 Edwards Road
Cincinnati, OH 45209
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Say It So It Sticks!  The Right Words to Say to Anybody, Anywhere, Anytime Whether they like it or not, financial advisors are professional speakers.  They earn their income, initially at least, through speaking.  Outstanding advisors confidently guide fruitful conversations by drawing on insightful, helpful, repeatable mental scripts.  Through speaking clearly and confidently, advisors influence their clients' decisions, providing them with understanding and peace of mind. Quickly connecting and building trust with prospects and clients are vital.  Combining his hands-on…

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April 2022

Situational Social Security

April 20 @ 8:00 am - 10:00 am
Northwestern Mutual Building – Rookwood, 3805 Edwards Road
Cincinnati, OH 45209
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Situational Social Security   Jim Blair, Part Owner & Social Security Consultant Premier Social Security Consulting Marc Kiner, CPA Part Owner & President Premier Social Security Consulting Jim Blair and Marc Kiner of Premier Social Security Consulting, LLC will be presenting Situational Social Security. This seminar will focus on the fact that every client is in a different and unique situation.  Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted Application. …

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May 2022

Medicaid, Long-term Care and Elder Law Planning for Baby Boomers

May 18 @ 8:00 am - 10:00 am
Northwestern Mutual Building – Rookwood, 3805 Edwards Road
Cincinnati, OH 45209
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Presenters: William E. Hesch, Esq. CPA, PFS and Amy Pennekamp, ESQ May 18, 2022 8:30am- 10:00am Introduction, this seminar is intended to provide planning strategies for financial service professionals, attorneys and CPAs in assisting Baby Boomers who seek strategies for Medicaid, Long-term Care, and Elder Law clients. CE Credits are pending for this meeting!

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