Ten Takeaways for Planning with IRAs and Other Retirement Benefits sponsored by Bernstein, special Member/Guest Luncheon
Special Member / Guest Luncheon!
All active members are invited to bring a potential member** to this luncheon at no charge!
Complimentary guests must qualify for membership based on the current requirements and be registered by the current member to attend.
LOCATION: The City Club of Cleveland, 850 Euclid Ave., Cleveland, OH 44114 - see below for parking information
About the program…
This presentation will provide a survey of recent developments and perennial planning puzzles involving IRAs, including: You Say RMD, I say MRD; MYRAs and megas; planning for a surviving spouse; protecting inherited IRAs; stretching IRAs in trust; leaving IRAs to charity; rolling after-tax dollars to IRAs; the “once means once” ruling; crazy things people do with IRAs; and longevity annuities and the sunset of the stretch.
About the speaker…
Michael G. Riley is a member of McDonald Hopkins LLC practicing in the firm’s Tax and Benefits Department. He works with executives, professionals, business owners and companies in the area of executive compensation and governance. Mike also advises clients in the areas of retirement and estate planning. A graduate of the College of the Holy Cross, Mike received an M.A.T. degree from Brown University in 1980 and a law degree from Syracuse University School of Law in 1987. In addition, Mike earned a Master of Laws degree in Tax from Case Western Reserve University School of Law in 1996. He is an OSBA Board Certified Specialist in Estate Planning, Trust and Probate Law. Mike delivered the Cleveland Press to Captain Penny. He is an occasional presenter on executive compensation, estate and retirement planning topics, and is a member of the Cleveland Bar Association’s Estate Planning Probate & Trust Law Section and the Estate Planning Council of Cleveland.
Julie A. Fischer, Atty, 2014-2015 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 05/12/15, $40 for members at the door, $40 for guests, and $200 for a table of six guests (please submit names to firstname.lastname@example.org by 05/8/15). If you reserve and are unable to attend, please call the office to cancel by noon 05/12/15 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
To Reserve – Click "Register Now" below
This luncheon is sponsored by:
Option 1: Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm. Guests should present ticket to the reception desk at The City Club for validation. After validation and if within the timing restrictions, the parking fee is $3.
Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate. To take advantage, tell the valet you are attending an event at The City Club. Once at The City Club, pick up a blue ticket from the reception desk. Present this ticket to the valet upon claiming your car. This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.
*Prices and timing restrictions subject to change without notice.
**A new member, as a prerequisite of regular membership, shall be a Certified Public Accountant, Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner®, Trust Officer, Chartered Financial Analyst, Certified Wealth Strategist®, Chartered Advisor in Philanthropy®, Master of Science in Financial Services, or Attorney licensed to practice law in the State of Ohio. In addition, persons who are in the process of attaining any of the aforementioned certifications and/or has substantial work experience in the estate planning or related fields may be considered for regular membership at the discretion of the Board of Trustees.