UPCOMING EVENTS

REGISTER BELOW

MARCH

21
Membership Breakfast Meeting

8:00 am – 9:15 am
J. Liu Restaurant, 6880 N. High Street, Worthington OH 43085

NAIFA-Columbus Ethics CE Seminar

9:15 am – 12:15 pm
J. Liu Restaurant, 6880 N. High Street, Worthington OH 43085

NAIFA-Columbus March Ethics CE Seminar Register Now

Wednesday, March 21, 2018

9:15 am to 12:15 pm


Offering 3 hours of Ethics CE Credit


“If You Don’t Live It, You Don’t Believe It”

Speaker: Daniel Pyne, Business Development Manager, ServiceMaster Professional Cleaning Services 

ABOUT THE PRESENTATION:

This insurance company training program is designed to provide a practical look at ethical decision-making. Instead of relying on “gut feel,” the process contained in this program takes the decision-maker through several filters which ensure that all parties affected by the decision will be considered.

ABOUT THE SPEAKER:

Daniel is a Massachusetts native who has relocated to the Northeast Ohio area. He spent many years in a customer support and service role for a small custom aquarium design company in Boston, Mass. He is currently the Business Development Manager for ServiceMaster Professional Cleaning Services in Creston, OH, a company that specializes in residential and commercial cleaning services and disaster restoration, as well as runs the continuing education department for ServiceMaster Restore in the Northeast Ohio region. He also currently sits on the executive board of the Lake Erie/Heartland Chapter of the American Red Cross.

Location J. Liu Restaurant
6880 N. High Street
Worthington Ohio 43085

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March 21, 2018
9:15 AM - 11:15 AM
NAIFA-Columbus Members$50.00
Non-Members/Guests$100.00

NAIFA-Columbus March Breakfast Meeting Register Now

Wednesday, March 21, 2018

8:00 am to 9:15 am

Succession “Planning to Avoid Business Failure”

Speaker: Jacob Bosacki, JD, FSRI, Director, Advanced Consulting Group, Nationwide

ABOUT THE SPEAKER:

Jake has a Bachelor of Arts in Economics from the University of Wisconsin – Milwaukee and a Juris Doctor from Marquette University Law School. Prior to joining Nationwide, Jake spent time in private practice and was an advanced planning attorney for another large insurance company where he provided consultative support to financial and third-party professionals.

He focuses most of his time consulting on cases involving business owners and the underlying businesses. He provides a tailored and holistic approach that helps identify the ideal solution for the client. Jake’s specialties are business succession and continuity planning, executive benefits, estate, trust, and tax planning.

 

Location J. Liu Restaurant
6880 N. High Street
Worthington Ohio 43085

Map
More
March 21, 2018
8:00 AM - 9:15 AM
NAIFA-Columbus Members$15.00
Non-Members/Guests$25.00
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