EDUCATION SERIES | NOVEMBER PROGRAM

WEDNESDAY, NOVEMBER 20, 2024
HYBRID

8:30 AM  Registration and Coffee Social

9:00 AM  Effective Crisis Communications for Financial Executives & Their Clients: Because the Court of
                Public Opinion is Always in Session               

                  Bruce Hennes | Hennes Communications

10:00 AM  Planning for the Unique Estate Planning Challenges Facing Entrepreneurial Clients

                 Gary Zwick | Walter Haverfield

Attending/Location

In Person - Note that this is a different venue
                   6000 Freedom Square Dr. Independence Ohio 44131

Virtually - Zoom
                Details will be provided during the registration process

Program Fees

• In Person
• • Members: $0.00
  • Nonmembers: $50.00
• Virtual
• • Members: $10.00
  • Nonmembers: $60.00

Continuing Education

Programs are submitted for 2 of the following continuing education credits: insurance, CFP, and legal.  Accounting and PRP are self-reporting.

NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for insurance or CFP.