Update on Special Needs Planning sponsored by Zinner & Co.

Date: Tuesday, November 10, 2015
Time: 12:00pm - 1:30pm
Location: The City Club, 850 Euclid Ave., Cleveland OH 44114
Speaker: Janet Lowder, JD, CELA

Please see below for information on parking options near The City Club.

About the program…
ABLE, ACA, CFMF, SSI, HCBS – the special needs world is full of acronyms and is constantly transforming.  Keeping up with changes in the programs and benefits available to individuals with disabilities is critical to properly plan for the person with special needs.  Janet Lowder will discuss some recent and impending law and program modifications which impact this type of planning, as well as some new tools available to the planner.

About the speaker…
Janet L. Lowder is nationally known in the areas of elder law and planning for families with special needs. She is a member of the National Academy of Elder Law Attorneys, is certified in Elder Law (CELA) by the National Elder Law Foundation, and is certified as an Elder Law Specialist by the Ohio State Bar Association.  Janet served as Co-chair of the Long Term Care, Medicaid and Special Needs Trust Committee of the American Bar Association from 2012 - 2014.  She is a member and past president of the Special Needs Alliance, a national non-profit, invitation-only association of special needs attorneys.  Janet was named one of the top 25 women lawyers in Cleveland and top 50 women lawyers in Ohio for 2015 by Super Lawyers, and is listed in Best Lawyers in America for Elder Law, Litigation – Trusts and Estates, and Trusts and Estates.  She was named as the Cleveland Trusts and Estates lawyer of the year for 2014, and Cleveland Elder Law Lawyer of the year for 2016. Janet received her law degree in 1992, summa cum laude, from Cleveland Marshall College of Law, while also working full time and raising three children on her own.

Peter Balunek, CFP®, CLU®, ChFC® ∙ 2015-2016 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 11/09/15, $40 for members at the door, $40 for guests, and $200 for a table of six guests (please submit names to admin@epccleveland.org by 11/09/15).  If you reserve and are unable to attend, please call the office to cancel by noon 11/09/15 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. 

This program is sponsored by:

Parking Options
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.

See Upcoming Event Calendar