Best Ideas 2016: Case Study

Date: Tuesday, May 3, 2016
Time: 3:30pm - 7:00pm
Location: Cincinnati Museum Center
Speaker: Facilitator - Larry Grypp, President of the Goering Center for Family & Private Business at the University of Cincinnati

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Tuesday, May 3, 2016
 
Event Information 
 
Date:
Tuesday, May 3, 2016
 
Location:
1301 Western Ave.
Cincinnati, OH 45203 
FREE PARKING!
 
Time:
3:00pm Registration
3:30pm Presentation
5:30pm Cocktails, 
            Hors D'oeuvres 
            & Networking
7:00pm  Adjourn
 
Meeting Cost:
Members - $25
Non-Members - $50
New Prof.*- $25  
 
Deadline to Register:
Friday, April 29, 2016
Please note - refunds will not be given for cancellations after the deadline. No-shows will be billed. 
Once again, the Cincinnati Estate Planning Council will be hosting our annual BEST IDEAS EVENT on Tuesday, May 3, 2016.  
 
As always, our goal will be to touch upon the expertise and experience of members to identify: the best planning techniques, new planning options, and practical advice. This year we will call upon everyone to develop the best practices by jointly participating in a case study. 
 
Rather than have several members present on a single topic, a thorough case study has been developed that will touch upon the various disciplines of our membership.  Small groups will be organized and a moderator will lead a discussion that will assist all members in our day-to-day practices and planning.  
 
We are pleased that Larry Grypp, President of the Goering Center for Family & Private Business at the University of Cincinnati will participate and provide his expertise in addressing some of the dilemmas presented in our case study.
 
New Location!  The Best Ideas of 2016 is being held at the Cincinnati Museum Center. Cocktails, hors d'oeuvres and networking will take place after the event in the Landing in the Cincinnati History Museum side. 
 
We look forward to seeing you there!
 
Board of Directors, Cincinnati Estate Planning Council
  
 
 
Continuing Education Credits - 2 Hours

Credits Approved:

CFP

CPA

Ohio Insurance

Ohio Legal 

 

Credits Pending:

Kentucky Insurance

Kentucky Legal

 

 

 

 Thank You to Our Sponsors!
Season Sponsor
Hospitality Sponsor 

 

Save the Date!

 June 9, 2016 - Annual Meeting at the Horseshoe Casino Cincinnati

The Cincinnati Estate Planning Council, 4010 Executive Park Drive,Suite 100, Cincinnati, OH 45241

See Upcoming Event Calendar