Continuing Education, Connecting & Craft Beer: Using Life Insurance to Protect and Preserve Retirement Assets: Oct. 5 Event
Join Oswald Companies, Cincinnati Insurance Company, and John Hancock on Wednesday, Oct. 5 at 2:00 p.m. ET at Dead Low Brewing Cincinnati, for a complementary continuing education program as we discuss life insurance, wealth management and estate planning.
Agenda
Registration will begin at 2:00 p.m.
2:15 p.m. – Retirement Income Backstop – Help Eliminate the Risk of Outliving Assets in Retirement
Presented by:
Tracey Ullom, JD, CLU
Associate Counsel, Advanced Markets
John Hancock3:15 p.m. – Wealth Management: Insurance Matters
Presented by:
Mike Schaefer, CPRIA, AIM, AINS, API
Field Director – Ohio
Personal Lines Sales & Marketing
The Cincinnati Insurance Companies
Moderated by
Erin Blevins, Senior Private Client Advisor
Matt Byrnes, Life Insurance Advisor
Oswald Companies
A networking session with cocktails and appetizers will follow the presentation.
RSVP by Sept. 23
*Two hours of CE credit will be offered for the following designations:
CFP & CPA (Kentucky and Ohio)
For more information, contact us here.
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