Cannon Teleconference Series
Hosted with Key Private Bank
We invite you to join us for the Cannon Financial Institute's Estate Planning Teleconference Series, co-hosted by Greater Cincinnati Foundation and Key Private Bank. Complimentary parking and lunch are provided at each session, and professional continuing education credits can be earned. See below for additional details!
Agenda
12:30 pm - 1:00 pm Lunch
1:00 pm - 2:00 pm Teleconference
2:00 pm - 2:30 pm Optional Q&A
Location
Greater Cincinnati Foundation
720 E. Pete Rose Way, Suite 120
Cincinnati, OH 45202
2024 Schedule
| Date | Topic |
| February 20 | State Income Tax Issues with Trusts |
| May 21 | Marital Agreements from A to Z |
| June 18 | Ethics Issues in a Contemporary Estate Planning Process |
| August 20 | Addressing the Estate Planning Needs of Modern-Day Clients |
| September 17 | Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts |
| December 10 | Application of Legal Ethics Rules When There's No Attorney-Client Relationship |
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 CSPs™, CPAs, CIMAs, Enrolled Agents, CFP™ practitioners, CLUs, ChFCs and Kentucky attorneys. CTFAs™ may receive 2 credit hours. This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.5 total CLE credits instruction.
Questions?
Please contact Leah Bobbey, Senior Philanthropic Strategies Advisor, at leah.bobbey@gcfdn.org or 513-768-6123.