Atrium Medical Center Foundation 21st Annual Estate and Tax Planning Professional Seminar Friday, November 1, 2019.





7:30 a.m.



8:30 a.m.



Mike Stautberg
president, Atrium Medical Center Foundation

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
Part I of III


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
Part II of III


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
Part III of III


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.