Professional Seminar Series

Date:
Thursday, November 14, 2019
Time:
4:00 PM - 7:00 PM
Location:
The Westin Hotel
21 East Fifth Street
Cincinnati, OH 45202
United States

Professional Seminar Series

Cincinnati Children's is proud to offer an annual complimentary continuing education series to the Professional Advisor community. 

The next seminar will be in November 2020. Check back for more information or email plannedgiving@cchmc.org to sign up to receive our monthly newsletter or seminar announcement. 

If you are interested in sponsoring the series, please contact Suzanne Rohlfs, JD, CAP® at suzanne.rohlfs@cchmc.org or (513) 636-1192. 

We look forward to seeing you at the Westin on November 14.

Previous Topics Include: 

  • Turney Berry, Bright and Shiny New Ideas, Charitable and Otherwise
  • Jeff Lyndeberg, Charitable Giving Under the New Tax Law
  • Christopher R. Hoyt, JD, Retirement Accounts: Challenges with Second Marriages and Charitable Bequests
  • Bryan Clontz, CFP®, Creative Charitable Planning with Real Estate, S-Corp Stock and Beyond: A Case Study Approach
  • Christopher R. Hoyt, JD, Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives 
  • Emanual J. Kallina, II, JD, The Best Financial Planning Vehicle - the CRUT 

We're sorry, the deadline for registering for this event has passed.