The John L. Sauter Estate Planning Seminar
Date and Time
Friday Nov 18, 2016
7:30 AM - 12:00 PM EST
Fri, November 18, 2016 | 7:30 AM – 12:00 PM EST
Location
This event is held at the Boathouse of Confluence Park restaurant in downtown Columbus, with free parking!
679 West Spring Street | Confluence Park | Columbus, OH 43215
Fees/Admission
Please register via Eventbrite and choose the applicable ticket type. If you are a Sustaining member of our Professional Advisor Group for FY17, please select the Sustaining PAG ticket and register. If you are NOT a sustaining PAG member, please select the General Entry pass and complete registration and payment of attendance ($50.00). If you are an employee of PNC Bank, co-sponsor of this seminar, please select the PNC ticket and register. The organizer of this event will confirm correct registration. As a Sustaining member of The Professional Advisors Group at The Catholic Foundation, one may attend this seminar at no cost. Please contact The Catholic Foundation to learn more about this group, and how to join!
?
After registering via Eventbrite, you will receive email notifications of any updates made on the event. Please direct any questions or comments to Sara Ireland, Development Coordinator at The Catholic Foundation.
Contact Information
Sara Ireland | 614-443-8893
Send Email
Description
We welcome all professionals to attend the 6th annual John L. Sauter Estate Planning Seminar on November 18, 2016.
The following applicable credits have been approved for this seminar:
- 3.0 hours CPE
- 3.0 hours CE/INS.
- 3.0 hours of CLE
> 3.0 hours of CLE specialty hours towards OSBA Estate Planning, Trust & Probate Law Certification
- 3.0 hours of CFP
The morning will consist of four presentations by our invited Sauter speakers.
Update on Franklin County Probate local rules and guardianship rules/guidelines by Benjamin Suffron, Franklin County Probate Court Magistrate
"Strategic Gift Planning- What your High Net-Worth Donors Expect You to Know" by Christopher Kelly, Vice President/Planned Giving Product Specialist, PNC Bank
Medicaid Planning by Maggie Sutton, Attorney, Law Office of Richard Tap
Ohio Trust Company Act by Robert Galloway, Attorney, Baker Hostetler:
Brief schedule of seminar
7:30 am: Registration & Continental Breakfast available
8:00 am: Introduction
8:10 am: Speaker #1
8:55 am: Speaker #2
9:55 am: Break & Snack available
10:10 am: The Catholic Foundation
10:15 am: Speaker #3
10:45 am: Speaker #4
11:30 am: Lunch Reception & Idea exchange
