EDUCATION SERIES | OCTOBER PROGRAM

️ Event Details

Date: Wednesday, October 21, 2026
Format: Hybrid (In Person & Virtual)

 Schedule

8:30 AM
☕ Registration & Coffee Social

9:00 AM
 Year-End Tax Planning
Speaker: Kortni Spates
Sequoia Wealth Management

10:00 AM
️ Structured Settlements
Speaker: Roger Rangel
Vantage Financial Group / Prestwick Group

 Attending Options

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

Virtual:
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 will be filed for 2 CE credits in the following categories:

• Insurance
• CFP
• Legal
  
  Self Reporting
• Accounting
• PRP

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.