Professional Seminar Series
Cincinnati Children's is proud to offer bi-annual complimentary continuing education seminars as a service to the Professional Advisor community.
The next seminar will be in November 2014. Check back for more information, or email firstname.lastname@example.org to sign up for our email list announcing all seminars.
Seminars supply 2 Continuing Education Credits.
Most Recent Topic
Beyond Gifts of Cash: Charitable Planning with Illiquid Assets
Presented by Bryan Clontz, CFP®
With an estimated $40-60 trillion market, it’s surprising that non-cash assets represent less than 2% of all charitable donations. In this session, participants learned how to help clients donate non-cash assets such as real estate, closely held stock, collectibles and more. Bryan covered how to maximize donations through untapped assets in this highly interactive session that employed case studies to illuminate key points.
Previous Topics Include:
Building Flexibility into the Estate Plan
Creative Planning: Gifts of Illiquid Assets
Overview of Charitable Planning Ideas and Estate Planning Update 2011
Legislative Update: What’s New and What Might be Right Around the Corner
Business Succession Planning: Designing, Implementing and Maintaining a Business Succession Plan
Please contact Stacy C. Blomeke at 513-636-1192 or email@example.com with questions.