Hosted with Key Private Bank
Cannon Teleconference Series
Join us
The Cannon Financial Institute’s Estate Planning Teleconference Series, co-hosted by Greater Cincinnati Foundation and Key Private Bank, is an opportunity for professional advisors to earn professional continuing education credits. Complimentary parking and lunch are provided at each session.
Session agenda
Lunch
12:30 – 1:00pm
Teleconference
1:00pm – 2:00pm
Optional Q&A
2:00pm – 2:30pm
2026 Schedule
February 17
Brave New World – Estate Planning with Digital Assets
March 24
The Role of Life Insurance in Estate Planning
May 19
Trust Administration Challenges Faced by 21st Century Trustees
October 20
Best Designs for the Exercise of Discretion by a Trustee
November 17
Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
December 8
Ethics Dilemmas Arising in Various Joint Representation Scenarios
Earn credits for continuing legal education
The program consists of one hour of lecture and 30 minutes of Q&A. It has been approved for 1.5 professional education credits for CSPs™, CPAs, CIMAs, Enrolled Agents, CFP™ practitioners, CLUs, ChFCs and Kentucky attorneys. CTFAs™ may receive 2 credit hours. This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.5 total CLE credits instruction.
To receive more information about the Cannon Teleconference Series, registration links for professional advisor events, and philanthropic insights from GCF, please fill out the form below.
Questions?
Connect with Leah Bobbey, CAP®, CFRE, Director of Professional Advisor Relations, at [email protected] or 513-768-6123.
