Professional Advisors Seminar

November 20, 2019

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:

Philanthropic Conversations in the New Environment
Presented by David M. Lenz, Esq., Schneider Smeltz Spieth Bell LLP

Diminished Capacity and Conflicts of Interest
Presented by Daniel McGowan, Esq.

Charitable Giving as Part of your Tax and Estate Planning
Presented by Peter A. Igel, Esq., Tucker Ellis LLP

PENDING ACCREDITATION:
3.00 hours of CLE/CE credit will be requested for Attorneys, Accountants, Insurance and Certified Financial Professionals.

SPONSORS INCLUDE:
The Lawyers Guild of the Diocese of Cleveland

COMPLIMENTARY PARKING:
One Cleveland 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.

SCHEDULE:
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

COST:
$50 per person
$25 per person for Catholic Lawyers Guild Members

REGISTRATION DEADLINE: November 11th
Cost includes registration fee, materials, certification, snacks and cocktail hour. Cancellation/refunds can be made up until November 11th.

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

Thank you to our sponsors

Date & Time

Wednesday, November 20, 2019 from 1:00 PM - 6:00 PM

Event Location

CMBA Conference Center (Cleveland Metropolitan Bar Association) Erie Room located on the third level
One Cleveland Center 1375 E. Ninth Street
Cleveland, OH 44114

Tickets

Seminar Ticket

$50

Seminar Ticket Discounted for Lawyers Guild Members

$25

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