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 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.