photo from advisor seminarAt least once a year, GCF offers continuing education or networking events for professional advisors in our community. If you've worked with GCF in the past or have contacted us for information to help a client, you are on our invitation list. Please watch your inbox or this site for information on upcoming events.

2010 Cannon/Roy Adams Teleconference Series
Presented by The Greater Cincinnati Foundation (GCF) and KeyBank N.A. All sessions begin with a complimentary luncheon at 12:30 p.m. The teleconferences are from 1-2 p.m. with questions to follow until 2:30 p.m.

Professional Continuing Education
The program consists of one hour of lecture and 30 minutes of Q & A. It has been approved for 1.5 professional education credits for CPA’s™, Enrolled Agents, CFP™ practitioners, CLU’s, ChFC’s and Kentucky attorneys. CTFA’s™ may receive 2 credit hours. (NOTE: Ohio CLE credit has NOT been approved).

Upcoming Teleconferences:

May 25, 2010 at The Greater Cincinnati Foundation
“The Use of Wealth to Modify Behavior”

June 15, 2010 at KeyBank Trust
“GRITs and GRATs for Traditional Family Planning – Protecting State and Federal
Exemption Levels”

July 27, 2010 at The Greater Cincinnati Foundation
“Fiduciary Mistakes and Learning from Them & Knowing Fiduciary Boundaries”

August 17, 2010 at KeyBank Trust
“Suing Estate Planners – New Opportunities for Litigators?”

September 21, 2010 at The Greater Cincinnati Foundation
“The World of Irrevocable Life Insurance Trusts – Funding and Maintenance”

October 19, 2010 at KeyBank Trust
“Retirement Benefit Planning for the Non- Retirement Benefits Specialist”

November 16, 2010 at The Greater Cincinnati Foundation
“The Rocky Road Ahead for Charitable Giving”

December 7, 2010 at KeyBank Trust
“Gathering Necessary Data for Estate Planning from Prospective or Existing
Clients and Obtaining New Business from Prior or Existing Clients”

For reservations, or to be added to our invitation list, please contact Tara Block at blockt@gcfdn.org or 513-768-6135.

Past events have included:

"Charitable and Family Tax Planning in the New Tax Environment-Especially With Retirement Accounts," Christopher R. Hoyt, Esq. (2009)

"Gifting Hairy Client Assets: Best Practices and Solutions," Bryan Clontz, CFP (2008)

advisor networking event"Preserving Family Assets: The Marriage of Estate Planning And Charitable Giving," Turney P. Berry (2008)

"Family and Charitable Estate Planning with Retirement Assets," Christopher R. Hoyt, Esq.
(2006)

Networking events around the openings of Hofbrauhaus, Freedom Center, and Boi Na Braza