2023 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:

• Top 10 Ways to Avoid Probate Litigation
  Presented by Jessica S. Forrest, Esq., and Paul R. Shugar, Esq., Reminger Co., LP

• Charitable Planning: Integrating the Sale of a Business
  Presented by Brian C. Layman, Esq., CPA, M.Tax, Layman Law Group, LLC
  
  
• Recent Legal Developments for Charities and Charitable Giving
  Presented by Alexander C. Campbell, Esq., Baker & Hostetler LLP and David M. Lenz, Esq., Schneider Smeltz Spieth Bell LLP

CONTINUING EDUCATION / ACCREDITATION:

3.00 general hours 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

The Lawyers Guild of the Diocese of Cleveland

COMPLIMENTARY PARKING:

Cathedral Square Garage
1411 East Ninth Street
Cleveland, OH 44114
Entrance is located off of 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
4:30 p.m. - Networking with Cocktail Hour

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

REGISTRATION DEADLINE: September 5th

Cost includes registration fee, materials, certification, snacks and cocktail hour. Cancellation/refunds can be made up until September 5th.

Contact: Linda Pavia at the Catholic Community Foundation: lpavia@catholiccommunity.org, 216-696-6525 x4080.

Thank you to our sponsors.