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Continuing Education, Connecting & Craft Beer: Using Life Insurance to Protect and Preserve Retirement Assets: Oct. 5 Event

oswaldcompanies September 16, 2022
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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 Hancock

3:15 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. 

Register-ButtonRSVP 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.


Note: This communication is for informational purposes only. Although every reasonable effort is made to present current and accurate information, Oswald makes no guarantees of any kind and cannot be held liable for any outdated or incorrect information. View our communications policy.