2025 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:

• Panel Discussion on Healthcare Directives from the Catholic, Legal and Medical Perspectives with special guest moderator Honorable Laura J. Gallagher, Cuyahoga County Probate Court Presented by Father Joseph M. Koopman, S.T.D, St. Mary Seminary; Elizabeth Reynolds, Esq., Buckingham, Doolittle & Burroughs, LLC; and Charles John Garven, M.D., Sisters of Charity Health System (Retired), Cleveland Clinic and Case Western Reserve University, School of Medicine

• Year-End Tax Update - One Big Beautiful Bill Act Presented by Chris Anderson, CPA, Maloney + Novotny LLC

• Medicare Planning Presented by Matthew Miklos, UROne Benefits

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.

THANK YOU TO OUR SPONSORS:

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 30th

Cost includes registration fee, materials, certification, boxed lunch, snacks and cocktail hour. Cancellation/refunds can be made up until September 30th.

Contact: Jessica DiSalvatore at the Catholic Community Foundation: jdisalvatore@catholiccommunity.org, 216-696-6525 x4080.