EDUCATION SERIES | JANUARY PROGRAM

WEDNESDAY, JANUARY 15, 2025
HYBRID

8:30 AM  Registration and Coffee Social

9:00 AM  Charitable Estate Planning Options: Private Foundations vs. Donor Advised Funds
                Laura Lederer | Akron Community Foundation
                Mike Wear | Buckingham, Doolittle and Burroughs

10:00 AM  Options for Business Owned Life Insurance
                  Dell Judd | Vantage Financial Group

Attending/Location

In Person  9150 South Hills Blvd., (Lower Level) Broadview Hts. Ohio 44147

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.