2012 Cannon Estate Planning Teleconference Series
Below is a list of 2012 Cannon Estate Planning Teleconference Series. Join us as we have lunch and listen to the webinar. For more information or to RSVP for an upcoming date, contact Linda Hillyer at 513-241-2880 or by email. All sessions begin with a luncheon at 12:30 p.m. The webinar will be 1 – 2 p.m. with questions following from 2 – 2:30 p.m.
TUESDAY, FEB. 21, 2012
Practical retirement benefits planning for your clients’ needs
Location: The Greater Cincinnati Foundation, 200 West Fourth St., Cincinnati, Ohio 45202
TUESDAY, MARCH 20, 2012
Getting ready for April 15 - Trust Income Tax issues faced by Estate Planning Practitioners
Location: KeyBank Trust, 303 Broadway St., Suite 1700, Cincinnati, Ohio 45202-4253
TUESDAY, APRIL 24, 2012
Winning the battles between Fiduciaries and Beneficiaries in Trust and Estate Administration
Location: The Greater Cincinnati Foundation, 200 West Fourth St., Cincinnati, Ohio 45202
TUESDAY, MAY 22, 2012
Is your ethical house in order? Critical issues and serious consequences for Estate Planning Practitioners
Location: The Greater Cincinnati Foundation, 200 West Fourth St., Cincinnati, Ohio 45202
TUESDAY, JUNE 19, 2012
Passing the torch without dousing the flame: Estate Planning for Closely-Held business owners
Location: KeyBank Trust, 303 Broadway St., Suite 1700, Cincinnati, Ohio 45202-4253
TUESDAY, JULY 24, 2012
Helping clients identify and achieve their asset protection objectives
Location: The Greater Cincinnati Foundation, 200 West Fourth St., Cincinnati, Ohio 45202
TUESDAY, AUG. 21, 2012
Trust funding issues from the trenches
Location: KeyBank Trust, 303 Broadway St., Suite 1700, Cincinnati, Ohio 45202-4253
TUESDAY, SEPT. 18, 2012
Estate Planning with Life Insurance: ILITs and More
Location: KeyBank Trust, 303 Broadway St., Suite 1700, Cincinnati, Ohio 45202-4253
TUESDAY, OCT. 16, 2012
Making a difference in advising philanthropic clients
Location: The Greater Cincinnati Foundation, 200 West Fourth St., Cincinnati, Ohio 45202
TUESDAY, NOV. 13, 2012
If you’re not paranoid, you’re not paying attention: Fiduciary Liability and Ethical concerns
Location: The Greater Cincinnati Foundation, 200 West Fourth St., Cincinnati, Ohio 45202
TUESDAY, DEC. 11, 2012
Recent Developments in Estate Planning: Round 2
Location: KeyBank Trust, 303 Broadway St., Suite 1700, Cincinnati, Ohio 45202-4253