EDUCATION SERIES | MAY PROGRAM

️ Event Details

Date: Wednesday, May 19, 2027
Format: Hybrid (In Person & Virtual)

 Schedule

8:30 AM
☕ Registration & Coffee Social

9:00 AM
 Bloodline & Creditor Protection Trusts 
Speaker: Jennifer Peck
Solomon Steiner & Peck

10:00 AM
️ Estate Planning
Speaker: Amanda May
Cavitch Familo & Durkin

 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.