Support the Church in Northeast Ohio and make a difference with your gift. 
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. 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:
- Planning for a Family Member with a Disability | Special Needs Planning Presented by Janet L. Lowder, Esq., and Ethan A. Welch, Esq., Hickman Lowder Lidrbauch & Welch Co., LPA
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Uses of Insurance Products for Charitable Giving Presented by Jeffrey M. Wasserman, and Greg Babcock, CLU, ChFC, MBA, Oswald Companies
- Retirement Plan Distributions Presented by Charles Grimm, MBA, PFS, CPA, CFP, MAI Capital Management LLC
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 and Boxed Lunch
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 19th
Cost includes registration fee, materials, certification, snacks and cocktail hour. Cancellation/refunds can be made up until September 19th.
Contact: Jessica DiSalvatore at the Catholic Community Foundation: jdisalvatore@catholiccommunity.org, 216-696-6525 x4080.
Thank you to our sponsors.