The Best Ideas of 2010

Date: Wednesday, May 5, 2010
Time: 4:00 PM - 8:30pm
Location: Newport Aquarium
Speaker: 7 Presentations

The Cincinnati Estate Planning Council and the Greater Cincinnati Foundation would like to invite you to The Best Ideas Program of 2010.

When: Wednesday, May 5, 2010

Where: The Newport Aquarium
1 Aquarium Way
Newport, KY 41071-1679
(859) 291-6420

Presentation - 4:00pm - 6:30pm
Networking, cocktails, hors d' oeuvres immediately following the program -  6:30pm - 8:30pm

The format for the program will be as follows with each presentation lasting 10 minutes.

Estate planning presentation - Attorney
Tax planning presentation - Accountant or Tax Attorney
Investment planning presentation - Investment Advisor
Insurance planning presentation - Insurance Advisor or Agent
Charitable Estate Planning presentation - Attorney
Charitable Tax Planning presentation - Accountant or Tax Attorney
Other - Discipline not listed above

2010 Presenters:

Michael Stegman - Kohnen & Patton LLP
Diana Veid - Veid & Veid CPA
Jeannette Jones - The Asset Advisory Group, Inc.
Raleigh Sharrock - Sharrock and Associates
Bob Brant - Katz, Teller, Brant & Hild
Chris Buttress - Graydon Head & Ritchey LLP
Turney Berry - Wyatt, Tarrant & Combs, LLP

There will be a short intermission after these seven presentations followed by roundtable discussions hosted by each speaker who will have an opportunity to go into greater depth regarding their topic. We will have four roundtable sessions with each lasting 15 minutes. Attendees can decide to remain with that table or move to another.

The format for the enlivenment of the program is that it will take place at the Newport Aquarium. The program will be from 4:00 - 6:30 in the Currents Ballroom. Attendees will then be able to visit the exhibits at the Newport Aquarium while enjoying cocktails, hors d' oeuvres and networking immediately following the program. This portion of the event will last until 8:30. This will be private access to those that register and attend the program as the Aquarium closes to the general public at 6:00 pm.

Continuing Education Credits Available
1.5 Hours Approved for the following:

Ohio Legal
Kentucky Legal
Ohio Insurance
Kentucky Insurance
Ohio CPA
Kentucky CPA

CALL Jennifer Nunn at 513-554-7074

Make all Checks payable to The Cincinnati Estate Planning Council (CEPC)

Mail to:
Cincinnati Estate Planning Council
4010 Executive Park Drive, Suite 100
Cincinnati, OH  45241   


Don't for get to click on the link for your parking pass (good only on May 5th).

Related Link(s):

See Upcoming Event Calendar