Succession Planning Using Charitable
Planning Alternatives

Join us for a free continuing education seminar on family business succession using charitable planning techniques


Seating is Limited

Please Respond by Tuesday, November 11, 2014
at 216-615-7579 or

Register Online

FEATURED SPEAKERS

James S. Aussem, J.D., AEP®

Cavitch Familo & Durkin Co., LPA

Andrew R. Connors, CFP®, CEPA

Fairport Asset Management


TUESDAY, NOVEMBER 18, 2014
11:30 AM TO 1:30 PM

CHECK-IN AND COMPLIMENTARY LUNCH

11:30 AM

PRESENTATION

12:15 PM TO 1:30 PM

Steven A. Minter Conference Center

1422 Euclid Avenue, Suite 1200
Cleveland, Ohio 44115

CONTINUING EDUCATION ACCREDITATION

An application for accreditation has been submitted to the Certified Financial Planner Board of Standards, Inc. for 1.0 credit hour. The Cleveland Foundation is a registered provider of CPE by the Accountancy Board of Ohio. CPAs will earn 1.0 CPE credit for participation. An application also has been submitted for approval to the Ohio Department of Insurance for 1.0 hour of general continuing education credit and the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 total CLE hour(s) instruction.