Best Ideas 2014
Date: Thursday, May 8, 2014
Time: 2:30pm - 6:30pm
Location: Cincinnati Memorial Hall
Speaker: Panel
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The Cincinnati Estate Planning Council and The Greater Cincinnati Foundation are pleased to once again host the Best Ideas presentation on Thursday, May 8, 2014.
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 2014 is being held at Cincinnati Memorial Hall. Cocktails, hors d'oeuvres and networking will take place after the event. An optional guided tour of Memorial Hall will be offered at 5:30 pm.
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Date:
Thursday, May 8, 2014
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Meeting Cost:
$60.00 per person
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Location:
Cincinnati Memorial Hall
1225 Elm Street
Cincinnati, OH 45202
(513) 381-0348
Directions
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Time:
2:30pm-3:00pm Registration
3:00pm-5:00pm Presentations
5:00pm-6:30pm Cocktails, Hors D'oeuvres & Networking
5:30pm - Optional Guided Tour
Parking:
Washington Park Garage
Parking passes will be e-mailed to
those registered prior to the meeting.
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Registration:
Online Reigstration is closed.
Please Register at the door.
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Deadline to Register: Monday, May 5, 2014
Please note - refunds will not be given
for cancellations after the deadline.
No-shows will be billed.
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Continuing Education Credits - 2 Hours
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Credits Approved:
CFP
CPA
Kentucky Insurance
Kentucky Legal
Ohio Insurance
Ohio Legal
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Credits Pending:
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 Robert Brant, Esq. - Katz, Teller, Brant & Hild
How Charities Can Present to Donors the Idea of Making Annual Charitable Gifts or Endowment Gifts (or Both) with Zero Cost to the Family Using Charitable Lead Trust
Bob Buechner, Esq. - Buechner Haffer Meyers & Koenig Co., LPA
The Ultimate in Estate Planning - Combining a Private Annuity with a GRAT
Christine Buttress, Esq. - Graydon Head & Ritchey, LLP
Estate Planning Involving the Technical Adult
John Dovich, CLU, ChFC - John D. Dovich & Associates, LLC
Captive Insurance: A Tax-Efficient Planning Tool
David Foster, CPA, CFP - Foster & Motley Inc.
Garbage into Gold: The Alchemy of Non-Deductible IRA's
William Graf - Graf Stiebel & Coyne
Ten Things You Need to Know About Portability
Diana Veid, CPA/ABV, CVA - Veid & Veid, CPAs
Understanding the Ohio SBD Deduction
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Cincinnati Estate Planning Council
Season Sponsor
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Cincinnati Estate Planning Council
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See Upcoming Event Calendar
