Professional Seminar Series

Cincinnati Children’s is proud to offer an annual complimentary continuing education series to the Professional Advisor community.

The next seminar will be in November, 2019. Check back for more information or email plannedgiving@cchmc.org to sign up to receive our monthly newsletter or seminar announcement.

If you are interested in sponsoring the series, please contact Suzanne Rohlfs, JD, CAP® at suzanne.rohlfs@cchmc.org or 513-636-1192.

Seminar offers 2 Continue Education Credits
Ohio Supreme Court and OSBA Certified Specialist for Estate Planning, Trust & Probate Law, Kentucky Bar Association, Indiana Supreme Court, Ohio Department of Insurance, Kentucky Department of Insurance, Accountancy Board of Ohio, Accountancy Board of Kentucky, Certified Financial Planner Board of Standards, and American Bankers Association.

Previous Topics Include:

  • Jeff Lyndenberg, Charitable Giving Under the New Tax Law
  • Christopher R. Hoyt, JD, Retirement Accounts: Challenges with Second Marriages and Charitable Bequests
  • Bryan Clontz, CFP®, Creative Charitable Planning with Real Estate, S-Corp Stock and Beyond: A Case Study Approach
  • Christopher R. Hoyt, JD, Retirement Accounts: Planning Optimal Outcomes for Family and Charitable Objectives
  • Emanual J. Kallina, II, JD, The Best Financial Planning Vehicle – the CRUT

Continuing Education Credits: 2.0 Hours
Continuing education applications are submitted to the following agencies: Ohio Supreme Court and OSBA Certified Specialist for Estate Planning, Trust & Probate Law, Kentucky Bar Association, Indiana Supreme Court, Ohio Department of Insurance, Kentucky Department of Insurance, Accountancy Board of Ohio, Accountancy Board of Kentucky, Certified Financial Planner Board of Standards, and American Bankers Association. Although we apply for accreditation, continuing education credits are not guaranteed. For more information on continuing education credits, please contact Cindi Rothert at 513-803-0568 or cindi.rothert@cchmc.org.