Charitable Gift Planning Seminar for Professional Advisors

November 16 from 12:00pm - 4:45pm

11/13/17- Online registration is now closed. Please call Colleen Rigo 216-696-6525, Ext. 4080. Thank you.

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:

Socially Responsible Investing: A Catholic Perspective
Stephen Schott, CAPTRUST Advisors

Ad Maius Bonum: A Primer for Giving to Community Foundations, Private Foundations
and Donor Advised Funds
Presentation and Panel Discussion by:
Charles F. Adler, Esq., Schneider Smeltz Spieth Bell LLP
Jamie E. McHenry, Esq., Schneider Smeltz Spieth Bell LLP
Chris Anderson, CPA, Maloney + Novotny LLC
Barbara Kraig, Esq. and CPA, Catholic Community Foundation


Practical Considerations in Estate Planning - How to Avoid Probate Court
(or How to Win Your Case if You End up There)

The Honorable Laura J. Gallagher, Cuyahoga County Probate Court

Estate Planning in Today's Trumped-Up Environment: A New World Order?
Patrick J. Saccogna, Esq., Thompson Hine LLP

ACCREDITATION:
Approved for 3.75 hours of CLE general credits for Attorneys and 4.5 CE credits for Accounting, Insurance and Certified Financial Planners.

PRESENTED BY:
The Professional Advisors Committee
of the Catholic Community Foundation

COMPLIMENTARY PARKING:
Tower City Center Garage
1527 West 6th Street
Cleveland, OH 44113

SCHEDULE:
11:00 a.m. Registration
12:00 p.m. Lunch & Program Begins
4:45 p.m. Program Concludes
5:00 - 6:00 p.m. Cocktail Hour

COST:
$75 per person
$50 per person for Catholic Lawyers Guild Members

REGISTRATION DEADLINE: November 10th
Cost includes registration fee, materials, certification, lunch and cocktail hour. Cancellation/refunds can be made up until November 10th.

Copies of presentation materials will be made available online.

Contact: Colleen Rigo at the Catholic Community Foundation: crigo@catholiccommunity.org, 216-696-6525 x4080.

View Invitation

Photo Gallery

1 of 22