EDUCATION SERIES | NOVEMBER PROGRAM

️ Event Details

Date: Wednesday, November 19, 2025
Format: Hybrid (In Person & Virtual)

 Schedule

8:30 AM
☕ Registration & Coffee Social

9:00 - 11:00 AM
 PANEL DISCUSSION | Pre-Need and Final Expense Planning
Panelists:
Estate Planning Attorney - Lisa Roth | Flannery Georgialis
Medicaid Planning Professional - Jeanette Weaver | Cavitch Familo & Durkin
Funeral Director - Julie Graf Skinner | Busch Funeral Home

 Attending Options

In Person:
CBIZ | 5th Floor
5959 Rockside Woods Blvd. N.
Independence, 44131

Virtually via Zoom
A Zoom registration link and access details will be emailed to you following this portion of the registration process.  Please look for this email in your inbox, junk or spam.

 Program Fees

Continuing Education

This program is filed for 2 CE credits in the following categories:

• Insurance
• CFP
• Legal

Accounting and PRP are self-reporting.

Important for Virtual Attendees:
To receive CE credit, you must answer all poll questions during the session. Partial credit cannot be granted for Insurance or CFP.