Best Ideas 2013
Date: Tuesday, April 30, 2013
Time: 3:00 PM - 6:30 PM
Location: American Sign Museum
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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 Tuesday, April 30, 2013.
This very popular event will feature seven 14-minute presentations followed by a 20 minute panel Q&A session.
New Location! The Best Ideas of 2013 is being held at The American Sign Museum in Camp Washington. Cocktails, hors d'oeuvres and networking will take place after the event at which time we will also have exclusive access to the entire museum.
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Date:
Tuesday, April 30, 2013
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Meeting Cost:
$55.00 per person
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Location:
1330 Monmouth Street
Cincinnati, OH 45225
(Camp Washington)
(513) 541-6366
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Time:
2:30pm-3:00pm Registration
3:00pm-5:00pm Presentations
5:00pm-6:30pm Cocktails, Hors D'oeuvres & Networking
Parking:
Complimentary Valet Parking Provided
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Registration:
RSVP Link Below
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Deadline to Register: Friday, April 26, 2013
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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Michael Schwartz, Esq. -Vorys, Sater, Seymour and Pease LLP
Super Secret Trusts - Shhh...
Mark Gaudet, CPA, CFP -Clark Schaefer Hackett
The Impact of 3.8% Medicare Surtax on Individuals, Estates, and Trusts
John Riccardi - U.S. Bank
Ohio Domestic Asset Protection Trust/Legacy Trust
W. Jeff Martin, CLU, ChFC -MassMutual Financial Group
Advising Clients on Choosing an Insurance Carrier
Karen Ecker Kratz, Esq. -Cincinnati Children's Hospital Medical Center
When Charity Begins With a Proper Gift Agreement, it Doesn't End Up in Court
Suzanne Rohlfs, Esq. -The Greater Cincinnati Foundation
Endow Kentucky Tax Credit
Terry Yoho, CPA-ABV, MA, CFE, BVAL, CFF - Flagel, Huber, Flagel & Co. CPAs
Business Valuation - Avoiding an IRS Audit
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Cincinnati Estate Planning Council
Season Sponsor
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See Upcoming Event Calendar
