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

2025 Schedule

Date	Topic
March 18	Mathematics and Economics of Estate Planning
April 22	Picking Up the Pieces – Pre- and Post-Divorce Planning
June 17	Ethics-Based Obligations in Specific Client Engagements
July 22	Balancing Income Tax Planning and Estate Tax Planning
October 21	Charitable Giving – Seeking the Perfect Match Between Donor and Donee
November 18	Asset Protection Planning – What Can Succeed and What’s Doomed to Failure

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.