Agenda

Atrium Medical Center Foundation 24^th Annual Estate and Tax Planning Professional Seminar Friday, November 4, 2022.

Time	Schedule	Agenda
	7:30 a.m.	Registration
	8:15 a.m.	Welcome
		Mike Stautberg President, Atrium Medical Center Foundation Dr. Keith Bricking Chief Clinical Officer, Premier Health, Former President, Atrium Medical Center
1.5 hours	8:30 - 10 a.m.	*Current Economic Environment & Preparing for Ownership Succession*
		Steve McConley Scott Wren
10 min	10 - 10:10 a.m.	Break with Vendor and Health Fair
1 hour	10:10 - 11:10 a.m.	Incentive Compensation Arrangements – A Discussion of Alternatives to Attract, Retain, and Reward Employee Performance and Promote Company Growth
		Christopher D. Freeman, JD Margaret G. Kubicki, JD
10 min	11:10 -11:20 a.m.	Break with Vendor and Health Fair
1 hour	11:20 a.m. - 12:20 p.m.	*Year-End Tax Update*
		Candice DeClark Peace, JD, CPA
50 min	12:20 - 1:10 p.m.	Lunch Break with Vendor and Health Fair
		LCNB National Bank
Presenting Sponsor		Afternoon Track Sponsors
Wells Fargo Advisors		Clark Schaefer Hackett Johnson Investment Counsel Katz Teller Lincoln Financial Advisors
		Track I	Track II	Track III	Track IV
				*Attorneys only	*CPAs only
1 hour	1:10 - 2:10 p.m.	Succussion Planning – The Importance of a Coordinated Strategy	All in the Family: Multigeneration Income Planning with Annuities	Professionalism	CPA Ethics Part I of II
		Karina Horton	Robert Vashko, JD, CFP, CFS	George D. Jonson, JD	Paul Fiorelli, JD, MBA
10 min	2:10 - 2:20 p.m.	Break with Vendor and Health Fair
1 hour	2:20 - 3:20 p.m.	Making Sense of the Federal Reserve	Medicaid Law	Ethics—A Code of Professional Responsibility	CPA Ethics Part II of II
		Steve P. Wilson	Ralph J. Conrad, JD	George D. Jonson, JD	Paul Fiorelli, JD, MBA
10 min	3:20 - 3:30 p.m.	Break with Vendor and Health Fair
1 hour	3:30 - 4:30 p.m.	Market Update	Social Security Update	Substance Abuse	CPA Ethics is only 2 parts
		Charles Rinehart, CFA, CAIA	Kelly S. Draggoo Theresa Busher	Craig Cleveland, MD
				30 minutes presentation for a total of 6.0 CLE	Must attend all sessions for CPA Ethics Credit
6.0 - 6.5 hours total	4:30 p.m.	Closing Comments and Continuing Education Procedures

Tracks I and II are open to all attendees (attorneys, accountants, financial planners, insurance agents, and trust officers.)

*Track III is for legal professionalism credit and Track IV is for CPA ethics credit.