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Support the Church in Northeast Ohio and make a difference with your gift.
Catholic Charities Appeal
Angel Scholarship FundFund A DreamFaith & Values Appeal
Priestly FormationHeart of a Shepherd
Women’s Giving CircleNortheast Ohio Catholic MagazineTV MassDiocese of Cleveland Archives
Enrich lives in Northeast Ohio through spiritual, educational, and charitable support.
We help foster faith-based stewardship in the community for the spiritual, educational and charitable needs of all.

2023 Professional Advisors Seminar

Sep 12

Location: Cathedral Square - Lower Level Conference Room
September 12, 2023

Get Tickets

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.

2023 Professional Advisors Seminar

Tuesday, September 12, 2023

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