Best Ideas 2015
Date: Thursday, April 30, 2015
Time: 3:00pm - 6:30am
Location: Cincinnati Music Hall
Speaker: Panel
| |
|
|
|
The Cincinnati Estate Planning Council would like to invite you to join us for our Best Ideas presentation on Thursday, April 30, 2015.
This very popular event will feature seven 15-minute presentations followed by a 15 minute panel Q&A session.
New Location! The Best Ideas of 2015 is being held at Cincinnati Music Hall. Cocktails, hors d'oeuvres and networking will take place after the event.
Hosted Tour!
At 5:30 pm we will embark on a private guided tour of Cincinnati Music Hall. This tour is optional and included with your registration fee. Click Here for Music Hall Tour Information.
|
|
|
Date:
Thursday, April 30, 2015
|
Meeting Cost:
$25.00 - Members
$50.00 - Non-Members
$25.00 - Young Professionals*
|
|
Location:
Cincinnati Music Hall
1241 Elm Street
Cincinnati, OH 45202
(513) 744-3344
Directions
Parking: Washington Park Garage
Parking passes will be e-mailed to
those registered prior to the meeting.
|
Time:
2:30pm-3:00pm Registration
3:00pm-5:00pm Presentations
5:00pm-6:30pm Cocktails, Hors D'oeuvres
& Networking
5:30pm-6:30pm - Guided Tour **
**A question will be included on the registration form if you intend to participate in the tour.
|
Registration:
Online Registration is now closed. Please contact our office at cincycouncil@gmail.com to register.
|
Deadline to Register: Monday, April 27, 2015
Please note - refunds will not be given
for cancellations after the deadline.
No-shows will be billed.
|
Thank you to our Hospitality Sponsors!
|
|
Continuing Education Credits - 2 Hours
|
|
Credits Approved:
CFP
CPA
Kentucky Insurance
Kentucky Legal
Ohio Insurance
Ohio Legal
|
|
|
Bob Buechner, Esq. - Buechner Haffer Meyers & Koenig Co., LPA
Grantor Tax Trust
Thomas Holding, CFP, CRPC, CLU - Lincoln Financial Advisors
Help Protect Your Clients From Tax Risk with Wealth Protection Strategies
Jon Dannemiller, ChFC, CLU, CASL, AEP - Time Financial - Crump
New Paradigm for Insurance as a Planning Tool with Clients
Mark Gaudet, CPA, CFP - Clark Schaefer Hackett
NIIT and Material Participating: Looking at the Aragon Case
Jody Brant, Esq. - Katz Teller Brant & Hild
Modification of Trusts for Basis Step-Up Planning
Chad Levin, Esq. - Kohnen & Patton, LLP.
Using Self-Settled Irrevocable Trusts for Medicaid Planning & Other Medicaid- Sensitive Drafting Issues
Ken Coyne, Esq. - Graf Stiebel & Coyne Co. LPA
Protecting the Estate Plan from Mischief and Malice
|
|
Cincinnati Estate Planning Council
Season Sponsor
|
|
|
|
See Upcoming Event Calendar
