Professional Advisors Seminar

Please join us for this Continuing Education Event that will bring together professional advisors from the legal, tax, trust, insurance, and wealth management disciplines.

PROGRAM:

Philanthropic Conversations in the New Environment
Presented by David M. Lenz, Esq., Schneider Smeltz Spieth Bell LLP

Diminished Capacity and Conflicts of Interest for Estate Planners
Presented by Daniel McGowan, Esq.

Charitable Giving as Part of your Tax and Estate Planning
Presented by Peter A. Igel, Esq., Tucker Ellis LLP

CONTINUING EDUCATION / ACCREDITATION:
2.00 general hours and 1.00 professional conduct hour for Attorneys; 3.00 hours for Insurance; 3.5 hours of credit for Accountants and Certified Financial Planners. The Catholic Community Foundation is registered with the Accountancy Board of Ohio.

SPONSORS INCLUDE:
Buckingham, Doolittle & Burroughs, LLC and The Lawyers Guild of the Diocese of Cleveland

COMPLIMENTARY PARKING:
One Cleveland Center - Parking begins on the second floor
1375 East Ninth Street
Cleveland, OH 44114
Entrances are located at St. Clair and at Rockwell. Please bring your ticket with you to the registration table.

SCHEDULE:
12:15 p.m. to 12:50 p.m. Registration
1:00 p.m. Program Begins
4:30 p.m. Program Concludes
4:45 - 6:00 p.m. Networking with Cocktail Hour

COST:
$50 per person
$25 per person for Catholic Lawyers Guild Members

REGISTRATION DEADLINE: November 11th
Cost includes registration fee, materials, certification, snacks and cocktail hour. Cancellation/refunds can be made up until November 11th.

Online registration is now closed but please contract Colleen Rigo if you would like to attend.

Contact: Colleen Rigo at the Catholic Community Foundation: crigo@catholiccommunity.org, 216-696-6525 x4080.

Thank you to our sponsors