Planning for Non-Traditional Families sponsored by PNC Wealth Management
About the Program
Non-Traditional families are the new traditional family. This presentation will review estate planning techniques and considerations for unmarried couples, grandparents raising their grandchildren, and other relatives and non-relatives living together.
About the Speaker
Kate is an attorney with McDonald Hopkins LLC, where she advises clients in the areas of estate and charitable planning, estate administration, taxation, corporate law, and employment benefits planning for both individuals and corporations.
Dana Marie DeCapite ∙ 2016-2017 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 12/12/16, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to firstname.lastname@example.org by 12/09/16). If you reserve and are unable to attend, please call the office to cancel by noon 12/12/16 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, from the Supreme Court of Ohio for Ohio attorneys, and from the Ohio Department of Insurance. 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
We are grateful for the support of our sponsor: