Agenda
Atrium Medical Center Foundation 21st Annual Estate and Tax Planning Professional Seminar Friday, November 1, 2019.
Time | Schedule | Agenda | |||
7:30 a.m. | Registration | ||||
8:30 a.m. | Welcome | ||||
Mike Stautberg | |||||
1.5 hours | 8:30 - 10 a.m. | Guide to the Markets | |||
David M. Lebovitz, MBA Peter D. McColgan | |||||
10 min | 10 - 10:10 a.m. | Break and Vendor Fair | |||
1 hour | 10:10 - 11:10 a.m. | Succession Planning for Business Owners | |||
Joel S. Brant, JD Margaret C. Gibson, JD Bradley G. Haas, JD Whitney B. Maxson, JD | |||||
10 min | 11:10 -11:20 a.m. | Break and Vendor 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 and Vendor Fair | |||
First Financial Bank Wealth Management | |||||
Presenting Sponsor | Afternoon Track Sponsors | ||||
Wells Fargo | Clark Schaefer Hackett Johnson Investment Counsel Katz Teller LCNB National Bank Lincoln Financial Advisors | ||||
Track I | Track II | Track III | Track IV | ||
*Attorneys only | *CFP only | ||||
1 hour | 1:10 - 2:10 p.m. | Preparing for and Managing Care for Seniors | All in the Family: Multigenerational Income Planning Using Annuities | Professionalism—A Lawyer’s Creed & Aspirational Ideals | CFP Ethics |
Joshua A. Shapiro, JD James A. Singler, JD Ryan O’Leary, CSA, ALCP, MBA | Thomas B. Holding, CFP, CLU, CRPC Patricia R. Taylor, MBA, ChFC, CFS | George D. Jonson, JD | William J. Schretter, MBA, CFP, CLU, ChFC | ||
10 min | 2:10 - 2:20 p.m. | Break and Vendor Fair | |||
1 hour | 2:20 - 3:20 p.m. | Maximizing Retirement Benefits for Key People | Medicaid Law | Ethics—A Code of Professional Responsibility | CFP Ethics |
Michael R. Watkins, ARPC, PRP | Ralph J. Conrad, JD | George D. Jonson, JD | |||
10 min | 3:20 - 3:30 p.m. | Break and Vendor Fair | |||
1 hour | 3:30 - 4:30 p.m. | Nuts and Bolts of Estate Planning | Social Security Update | Substance Abuse | CFP Ethics |
Michael D. Barnes, JD, CTFA Mary P. Burns, JD | Kelly S. Draggoo | Jonathan I. Lazzara, DO | |||
30 minutes presentation for a total of 6.0 CLE | Must attend all sessions for CFP Ethics Credit | ||||
6.5 hours total | 4:30 p.m. | Closing Comments and Continuing Education Procedures | |||
*Track I and II is open to all attendees (attorneys, accountants, financial planners and trust officers.)
Track III is for attorneys only and Track IV is for Certified Financial Planners only.