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.