Events for Professional Advisors

At least once a year, GCF offers continuing education or networking events for professional advisors in our community. Please watch your inbox or this site for information on upcoming events.

Upcoming Events

Join us for the 2013 Cannon Estate Planning Teleconference Series
Join us as we have lunch and listen to the 2013 Cannon Estate Planning Teleconference Series monthly webinars. All sessions begin with a luncheon at 12:30 p.m. Each webinar will be 1 – 2 p.m. with questions following from 2 – 2:30 p.m. Find out more.

Past Events

Best Ideas 2011   The Cincinnati Estate Planning Council and The Greater Cincinnati Foundation were pleased to once again host the annual Best Ideas presentation on May 2, 2011. Click here for more information.
     
Chris Hoyt with colleagues.   Chris Hoyt returned in 2009 to present "Charitable and Family Tax Planning in the New Tax Environment,” providing CE credits for more than 100 advisors. 
      
Bryan Clontz and a fellow advisor   Advisors join GCF to learn more about "Gifting ‘Hairy’ Client Assets" from Bryan Clontz, CFP in 2008.
     
Turney P. Berry and an advisor   A focus on estate planning brought many advisors to hear from Turney P. Berry on "Preserving Family Assets: The Marriage of Estate Planning And Charitable Giving" in 2008.
     
Advisors at Boi Na Braza   Advisors meet for networking at Boi Na Braza in 2007.
     
Chris Hoyt speaking at a seminar.   Christopher R. Hoyt, Esq. presents a continuing education seminar on "Family and Charitable Estate Planning with Retirement Assets” in 2006.

Contact Suzanne

Suzanne RohlfsFor info on how we can help you assist your clients, please e-mail Director of Professional Advisor Relations Suzanne Rohlfs or call 513-768-6136.

Contact Michele

Michele CareyFor info on how we can help you assist your clients, you can contact Michele Carey, Senior Giving Strategies Officer, by email or phone at 513-768-6171.