2021 Professional Advisors Seminar
November 18 from 12:15pm - 6:00pm
November 18, 2021
Please join us for this Continuing Education Event that will bring together professional advisors from the legal, tax, trust, insurance, and wealth management disciplines.
IRA Changes and Opportunities
Presented by Christopher Anderson, CPA, Maloney + Novotny, LLC and
David Reyes, CPA, CEBS, Maloney + Novotny, LLC
Elder Law 101 – Planning for Now and the Future
Presented by Erika F. Apelis, Esq., Wegman Hessler
Biden’s Tax Plan – What If?
Presented by Don Laubacher, CFP®, CPA, AEP®, Sequoia Financial Group and
Heather Welsh, CFP®, AEP®, MSFS, Sequoia Financial Group
CONTINUING EDUCATION / ACCREDITATION:
2.00 general hours and 1.00 professional conduct hour 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.
Buckingham, Doolittle & Burroughs, LLC
The Lawyers Guild of the Diocese of Cleveland
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.
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 11th
Cost includes registration fee, materials, certification, snacks and cocktail hour. Cancellation/refunds can be made up until November 11th.
Contact: Jean Ann Montagna at the Catholic Community Foundation: email@example.com, 216-696-6525 x8070.
Thank you to our sponsors.