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DTSTART:20211208T170000Z
DTEND:20211208T180000Z
LOCATION:Zoom Meeting
UID:2199920211208T170000ZEstate Planning with Life Insurance
DTSTAMP:20260430T054321Z
DESCRIPTION:\n  \n"Life insurance is one of the only tax shelters left." \n \n-Natalie Choate      \n  \nJoin us for a webinar on December 8th with guest presenters Terry Horan, Greg Hoernschemeyer, and Andrea Costa who bring combined experience of almost 90 years in complex estate planning with life insurance. \n \n  \nAttendees will learn more about:\n Trustee's ongoing duty to manage the policy - What to look for in a life insurance policy review. 2021 Legislative Update - Grantor ILIT or Non-Grantor ILIT? Trust Modification Options When Flexibility is Needed Trends in Life Insurance Industry      \n  \n  \n \nEvent Details      \n \n   \n  \nDate: \n \nWednesday, December 8, 2021 \n  \nTime: \n12:00 PM - Program Start \n1:00 PM - Adjourn \n  \nCost: \nMembers - FREE! \nNon-Member - $15 \nNew Professional - FREE      \n  \n  \n \nLive Zoom Program: \nLogin information and individual invitations will be sent to those registered prior to the event. \n  \nDeadline to Register: \n12:00 PM ET, Monday, December 6th \n  \nNote: refunds will not be given for cancellations received after the deadline.      \n \n   \n  \n  \n \n2021-2022 Season Sponsor \nWe are proud to welcome the \nGreater Cincinnati Foundation back as our season sponsor!      \n  \n[](https://www.gcfdn.org/)     \n \n   \n  \n \nAPPROVED Cont. Education Credits \n  \nCFP \nCPA \nKY Legal \nOH Insurance      \n  \n  \n \nPENDING Cont. Education Credits \n  \nOH Legal         \n  \nAbout the Speakers   \n  \n  \n      \n \nTerence L. Horan, CLU, ChFC, CAP \nPresident & CEO, Registered Principal \nHORAN \n  \nTerence L. Horan, President & Chief Executive Officer, leads an energetic and focused team to deliver the most current and comprehensive health, wealth and life services. Terry says, “My area of expertise has always been related to helping families transition well from one generation to the next. Since 1973, I have designed and implemented sophisticated products to actualize that transition. As time has passed, the HORAN team has grown. One of my most important roles is making sure that our team has the right tools to improve outcomes for our clients.” \n[READ FULL BIO](https://files.constantcontact.com/254ff26c001/7cf1d599-0655-4e3d-ad3e-1a86b39b0f2b.pdf)    \n  \n   \n     \n \nGregory L. Hoernschemeyer, CLU \nSenior Vice President, Registered Representative \nHORAN \n  \nGregory L. Hoernschemeyer, CLU, Senior Vice President, is both a personal advocate and an insurance consultant for individuals and businesses. Greg helps clients successfully navigate the complex world of life, disability and long-term care insurance products. He brings a fresh perspective and knowledgeable discipline to a subject matter that many view with apprehension, in order to provide better care and greater security. \n[READ FULL BIO](https://files.constantcontact.com/254ff26c001/3d854ce4-10e7-4832-b69d-a343d320bef1.pdf)    \n  \n  \n      \n \nAndrea D. Costa, Esq. \nVice President, Financial Planning \nHORAN \n  \nAndrea Costa, Vice President of Financial Planning, works with executives and other professionals, closely held business owners and families with multigenerational wealth to develop and implement a comprehensive financial plan that protects their loved ones as life’s seasons change. Andrea spent nearly a decade in the private practice of law and has extensive experience with financial planning, business succession planning, complex estate tax strategy and dispute resolution. Where appropriate, Andrea collaborates with other industry professionals such as attorneys, accountants and private banking representatives to reach consensus on priorities and strategy across a client’s advisory team. Andrea’s unique background makes her a valuable partner for families and businesses hoping to repair connections, resolve conflict and develop a common approach. \n[READ FULL BIO](https://files.constantcontact.com/254ff26c001/ec874110-690e-4fe7-8900-1361e4e9e529.pdf)
SUMMARY:Estate Planning with Life Insurance - Cincinnati Estate Planning Council 
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DESCRIPTION:Reminder
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