Cannon Teleconference Series

Hosted with Key Private Bank

We invite you to join us for the Cannon Financial Institute's Estate Planning Teleconference Series, co-hosted by Greater Cincinnati Foundation and Key Private Bank. Complimentary parking and lunch are provided at each session, and professional continuing education credits can be earned. See below for additional details!


12:30 pm - 1:00 pm        Lunch
1:00 pm - 2:00 pm         Teleconference
2:00 pm - 2:30 pm         Optional Q&A



Greater Cincinnati Foundation
720 E. Pete Rose Way, Suite 120
Cincinnati, OH 45202

2024 Schedule

Date Topic
February 20 State Income Tax Issues with Trusts
May 21 Marital Agreements from A to Z
June 18 Ethics Issues in a Contemporary Estate Planning Process
August 20 Addressing the Estate Planning Needs of Modern-Day Clients
September 17 Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts
November 12 Repair or Replace? The Deficient Trustee

Professional Continuing 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.



Please contact Leah Bobbey, Senior Philanthropic Strategies Advisor, at or 513-768-6123.