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• Identifying Partnership Opportunities for Philanthropic Families | April 9, 2020

  • When
    Thursday, April 09, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    6100 Oak Tree Blvd. | Independence

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

  8:15AM   Registration | Coffee & Networking

  8:30AM   Welcome & Announcements

  8:45AM   Presentation
                      Topic | Identifying Partnership Opportunities for
                                    Philanthropic Families
                      Presenter | Brenda Cummins of The Cleveland Foundation

  9:45AM   Adjourn

  This program will be filed with the Ohio Department of Insurance for 1 CE.

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• Value Enhancing Your Business | April 30, 2020

  • When
    Thursday, April 30, 2020
  •  
    8:15 AM - 10:30 AM
  • Location
    6100 Oak Tree Blvd. | Independence

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

  8:15AM   Registration | Coffee & Networking

  8:30AM   Welcome & Announcements

  8:45AM   Presentation
                      Topic |Value Enhancing Your Business
                      Presenter | Amy Wirtz of Family & Business Success

  9:45AM   Adjourn

  This program will be filed with the Ohio Department of Insurance for 1 CE.

  Show details
• Advisor Succession | June 11, 2020

  • When
    Thursday, June 11, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    6100 Oak Tree Blvd. | Independence

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

  8:15AM   Registration | Coffee & Networking

  8:30AM   Welcome & Announcements

  8:45AM   Presentation
                      Topic | Advisor Succession
                      Presenters | TBA

  9:45AM   Adjourn

  This program will be filed with the Ohio Department of Insurance for 1 CE.

  Show details
• TBA | September 10, 2020

  • When
    Thursday, September 10, 2020
  •  
    8:15 AM - 9:40 AM
  • Location
    6100 Oak Tree Blvd. | Independence

  Register

  
  
  
  EDUCATION PROGRAM AGENDA
  
  

  8:15AM   Registration | Coffee & Networking

  8:30AM   Welcome & Announcements

  8:45AM   Presentation
                      Topic | TBA
                      Presenters | Jim Goldsmith of Ulmer & Berne, LLP

  9:45AM   Adjourn

  This program will be filed with the Ohio Department of Insurance for 1 CE.

  Show details