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Support the Church in Northeast Ohio and make a difference with your gift.
Demonstrate your gratitude to God for all the gifts with which God has blessed you.
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.

2024 Professional Advisors Seminar

Sep 26

Location: Cathedral Square - Lower Level Conference Room
September 26, 2024

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:

  • 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
  • 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.

2024 Professional Advisors Seminar

Thursday, September 26, 2024

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Angel Scholarship Fund

Your participation in the Angel Scholarship Fund strengthens our schools - and our future - in countless ways.

Ways to Give

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