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Quarterly Chapter Meeting
Thursday, February 22, 2018
4:30 PM - 7:00 PM
Helping Clients Navigate the Financial Impact
of Marital Separation or Divorce
Speakers: Robert Carroll, Mark Gaudet,
Julie Tarvin, and Jon Dannemiller
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Event Details
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Date:
Thursday, February 22, 2018
Time:
4:00 - 4:30 PM - Registration
4:30 - 6:00 PM - Program
6:00 - 7:00 PM - Happy Hour
& Networking
Location:
Union Hall
Room - Beer Hall
1311 Vine Street
Fees:
Members - $35
Non-Members - $75
Deadline to Register:
Tuesday, Feb. 20, 2018
Note: refunds will not be given for cancellations received after the deadline. No shows will be billed.
If you have trouble registering online, please contact Misty at 513-554-3074 or email at cincycouncil@gmail.com
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Going through a divorce or separation is an arduous process. Further, divorce is something that happens to about 50% of our clients (a much higher number than the estate tax!). Helping our clients navigate this process, and helping them connect to the right resources, is an invaluable service that we can provide to our clients. Besides the emotional impact there is an obvious financial impact. Being a trusted advisor to your clients allows you to help your clients navigate this process. Please join the Cincinnati Estate Planning Council on February 22nd for a panel discussion on the various financial implications and considerations of divorce and legal separation from presenters from four disciplines: financial planning, accounting, estate planning, and insurance.
The presenters include:
- Bob Carroll, CPA, CFP®, CDFA™, Managing Director of the Carnegie Investment Council Cincinnati Office, will present on financial planning issues that need to be addressed during the divorce or separation process.
- Mark Gaudet, CPA, CFP®, Shareholder at Clark Schaefer Hackett, will address some of the tax issues to consider, including the treatment of alimony payments under the new tax law.
- Julie Tarvin, a partner at Taft Stettinius & Hollister LLP, will talk about legal considerations and trusts that can be used before and after the divorce or separation.
- Jon Dannemiller, ChFC®, CLU®, AEP®, Senior Insurance Planning Specialist at Time Financial, will speak to the insurance issues that need to be addressed.
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| Continuing Education Credits |
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Credits Approved:
CFP
CPA
OH Insurance
OH Legal
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Credits Pending:
KY Insurance
KY Legal
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| THANK YOU TO OUR SPONSORS |
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2017-2018 Season Sponsor
Hospitality Sponsor
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Robert Carroll, CPA, CFP, CDFA
Managing Director
Carnegie Investment Counsel
Bob is the Managing Director of the Carnegie Investment Counsel Cincinnati office. As a Fee-Only financial planner and member of the National Association of Personal Financial Advisors (NAPFA), he focuses on the unique financial planning and wealth management needs of his clients and their families. As a Certified Divorce Financial Analyst™, Bob has developed a specialty in helping clients before, during, and after divorce.
After beginning his career as a Certified Public Accountant at the Cincinnati office of Ernst & Young, he was an executive officer of Fifth Third Bank in the areas of audit, credit risk, mergers/acquisitions, and enterprise risk management. With his professional experience, Bob brings a depth of understanding to a wide-range of financial topics for both individuals and businesses.
In addition to his professional licenses, Bob holds both an undergraduate degree from the University of Notre Dame (BBA - Accountancy) and a Masters in Business Administration from Xavier University.
Community involvement includes serving on the Board of GLAD House as well as the National Alliance on Mental Illness (NAMI) - Northern Kentucky.
Mark Gaudet, CPA, CFP
Shareholder
Clark Shaefer Hackett CPAs & Advisors
Mark Gaudet serves as an advisor to corporate executives, high net worth families, and closely-held businesses and their owners. He assists clients with their income, estate and gift taxation planning, as well as compliance matters.
Mark is a senior member of both the Firm's Personal Wealth Planning and Executive Assignment Groups, which specialize in asset planning strategies. He has been a Certified Financial Planner, CFP®, since 1996. Over the years, he has assisted many executives with various aspects of financial planning, ranging from comprehensive plans to modular financial plans. His modular planning has included tax planning, retirement planning, stock option planning, education planning, and wealth transfer planning.
Mark has assisted companies and their executives by providing group seminars on various aspects of tax and financial planning relative to their company-specific benefit plans. In addition, he has provided individual counseling sessions to executives on deferred compensation elections and distributions strategies, voluntary separation arrangements and special dividend distributions.
Prior to joining CSH in 2007, Mark spent seven years as a senior manager at a Big Four accounting firm specializing in planning services for high net worth individuals.
Julie Tarvin
Partner
Taft Stettinus & Hollister LLP
Julie focuses her practice on estate planning and probate and trust administration, advising clients on lifetime gifts and transfers at death and resulting tax issues. Prior to attending law school, Julie worked with adults with chronic mental illness in Hamilton County, Ohio, and continues to help meet the needs of those with special needs through estate planning for families with children with disabilities.
Julie is currently vice president of the Cincinnati Estate Planning Council and a former chair of the Estate Planning and Probate Committee of the Cincinnati Bar Association. She is also a member of the Real Property, Probate and Trust Section of the Florida Bar. In addition, Julie is on the board of Pro Seniors and a member of their Client Services Committee, is a member of Leadership Northern Kentucky class of 2018, and was named a 2012 Rising Star by the YWCA of Greater Cincinnati. She is also honored in Best Lawyers in America for Trusts and Estates.
Julie received her undergraduate degree from Northern Kentucky University, graduating magna cum laude, and her law degree from Salmon P. Chase College of Law at Northern Kentucky University, graduating summa cum laude and Order of the Curia. While in law school, she served as executive editor of the Northern Kentucky Law Review. Julie is admitted to practice in Florida, Kentucky and Ohio. She is also certified by the Ohio State Bar Association Specialty Board as a specialist in Estate Planning, Trust and Probate Law.
Jon Dannemiller, ChFC, CLU, CASL, AEP
Senior Insurance Planning Specialist
TIME, a Crump Company
With nearly 15 years of experience, Jon has worked exclusively with financial advisors, utilizing a consultative process with clients to understand their needs in the areas of estate, business and charitable planning. Together, Jon and the advisors identify client goals, review available solutions, present the best options to the client, then implement the plans by working closely together. Throughout the case process, Jon's focus is set on adding value to both the advisor and the client.
At TIME we've assembled some of the most knowledgeable and talented professionals in the industry. Not only are our Regional Specialist proven producers, most hold advanced degrees in business or law. Jon understands the advisory business and is ready to provide you and your clients the objective analysis and consultative process necessary to guide appropriate decision making regarding wealth transfer, retirement and business planning issues.
Jon holds the Accredited Estate Planner designation which is awarded by the National Association of Estate Planners and Councils. Jon received his BA from the University of Notre Dame and an MBA from the University of Cincinnati. Jon lives in Amelia, Ohio with his wife and their three children. He is active in the Cincinnati Estate Planning Council and the Notre Dame Club of Greater Cincinnati.
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