EDUCATION SERIES | MAY PROGRAM

WEDNESDAY, MAY 21, 2025
HYBRID

8:30 AM  Registration and Coffee Social

9:00 AM  Special Needs Trusts and ABLE Accounts
                Jennifer Peck | Solomon, Steiner & Peck LTD.

10:00 AM  Owning Foreign Real Estate
                  James Spallino | Thompson Hine

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.