ESTATE PLANNING COUNCIL OF CLEVELAND

October 24, 2018

West Side Breakfast - Insurance Planning in Today’s Marketplace - It is not your Grandfathers Buick! sponsored by Sequoia Financial Group

Elaine B. Eisner, JD

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November 13, 2018

Effectively Using Beneficiary Designations on Retirement Accounts sponsored by Zinner & Co., LLP

J. Paul Fidler

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December 11, 2018

Reforming Trusts via Decanting, PSAs and Other Techniques sponsored by Key Private Bank

TBD

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January 8, 2019

Fiduciary Tax Considerations sponsored by PNC Wealth Management

Jessica Tepas

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