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DTSTART:20260113T163000Z
DTEND:20260113T183000Z
LOCATION:Union Club of Cleveland, 1211 Euclid Ave, Cleveland, OH 44115
UID:2800620260113T163000ZLuncheon: From the Silent Generation to Gen Z – Estate Planning Across the Generations sponsored by Sequoia Financial Group
DTSTAMP:20260411T022832Z
DESCRIPTION:\n \nAbout the Program\n Delivering truly client-centered solutions begins with understanding the formative experiences, values, and priorities of each generation—from the Silent Generation to Gen Z. By recognizing generational differences in wealth transfer concerns, digital asset management, and approaches to legal documentation, practitioners can tailor discussions and strategies that resonate with clients at every life stage. Join us for a collaborative exploration of generational insights designed to help address unique client needs, build trust, and enhance the effectiveness of estate planning conversations.\n \n \nAbout the Speakers\n \nGina Gurganus is a Managing Director in the Private Client Group and a Shareholder at Clearstead, where she advises several family and individual private client relationships, leveraging her technical expertise to integrate financial and estate planning, tax planning, and family education with investments for her clients. Gina brings expertise in financial planning, estate strategy, tax coordination, and client education. Before joining Clearstead, she worked as an Assistant Vice President, Business Development Officer at PNC Institutional Asset Management in Philadelphia. Throughout Gina’s career, she has led integrated planning efforts for high-net-worth families and individuals. Gina obtained her B.S. in Finance from Duquesne University and holds the Certified Financial Planner (CFP®) designation since 2021. In her free time, Gina enjoys walks with her two rescue pups, Ollie and Matilda, and volunteering at her local animal shelter.\n \nBecky Price, the founder of Ibis Legacy Law, is a dedicated legal professional passionate about guiding individuals, families, and business owners in planning for the future with confidence and clarity. She specializes in estate planning and estate administration, providing personalized, high-quality legal counsel to help clients ensure the financial security of their loved ones and navigate the complexities of probate and trust administration following a loss. Becky holds the esteemed Accredited Estate Planner® (AEP®) designation, signifying her deep commitment to a collaborative, high-standard approach to estate planning. After earning her law degree from Case Western Reserve University School of Law in 2003, she built her extensive experience through roles at Thompson Hine, the Cuyahoga County Court of Common Pleas, and Gallup & Burns before founding Ibis Legacy Law. She remains active in the legal community through the Estate Planning Council of Cleveland, the Cleveland Metropolitan Bar Association, the Board of the Cleveland Law Library, balancing her professional dedication with her roles as a devoted mom and active community member.\n \nFrank F. Gagliardi, CFP® │ 2025-2026 Program Chair\n \nContinuing Education – The following credits will be available for 1 hour of CE (as of 12/22/25):\nCFP® – APPROVED by the CFP® Board.\nCLE – APPROVED by the Supreme Court of Ohio.\nGeneral – Available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.\n \nReservation Policy –\n \nIN PERSON (ONLY OPTION): All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only.  The meeting cost is $40 for members when paid in advance before noon 01/12/26, $60 for members at the door, $60 for guests, and $240 for a table of six (can be mix of members and non-members - please submit names to admin@epccleveland.org by 01/09/26).  If you reserve and are unable to attend, please call the office to cancel by noon 01/12/26 to avoid a no-show reservation billing.\n \nTo reserve, click "Register Now" below. \n ------\n\nThank you to our sponsor: \n \n\n
SUMMARY:Luncheon: From the Silent Generation to Gen Z – Estate Planning Across the Generations sponsored by Sequoia Financial Group - Estate Planning Council of Cleveland 
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