Professional Advisors Seminar
November 13 from 1:00pm - 6:00pm
November 13, 2018
Materials for 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.
Advance Directives – A Catholic Perspective
Presented by Reverend Joseph Koopman, STD, Saint Mary Seminary, Ronald Wayne, JD, Buckingham, Doolittle & Burroughs, LLC, Rick Meserini, LNHA, MHSA, St. Augustine Health Ministries and Barbara Eden, MSW, LIWS/S
Wealth Management Opportunities after Tax Reform
Presented by Charles Grimm, CPA/PFS, CFP®, PNC Wealth Management and Jennifer Chess, CFP®, PNC Wealth Management
Charitable Gift Alternatives: Insurance and Life Income Arrangements
Presented by Jeffrey Wasserman, Oswald Companies and Robert Harting, LUTCF, CLU, ChFC, Oswald Companies
Approved for 3.00 hours of CLE general credits for Attorneys and 3.50 for Accounting, Insurance and Certified Financial Planners®.
The Professional Advisors Committee
of the Catholic Community Foundation
CMBA Conference Center - Please park on the second floor
1375 East Ninth Street
Cleveland, OH 44114
Entrances are located at St. Clair and at Rockwell. Please bring your ticket with you to the registration table.
12:15 p.m. to 12:50 p.m. Registration
1:00 p.m. Program Begins
4:30 p.m. Program Concludes
4:45 - 6:00 p.m. Networking with Cocktail Hour
$50 per person
$25 per person for Catholic Lawyers Guild Members
REGISTRATION DEADLINE: November 5th
Cost includes registration fee, materials, certification, snacks and cocktail hour. Cancellation/refunds can be made up until November 5th.
Contact: Colleen Rigo at the Catholic Community Foundation: firstname.lastname@example.org, 216-696-6525 x4080.