Celebrate Catholic Charities 110th Anniversary!

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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.

PROGRAM:

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.

SPONSORS INCLUDE:

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
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.

Contact: Christina Wilson at the Catholic Community Foundation: cwilson@catholiccommunity.org, 216-696-6525 x4080.

Thank you to our sponsors.

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