Past Events

December 10, 2019 Kaestner, Fielding, and State Income Taxation of Trusts sponsored by Endeavor Wealth Advisors
Maryann Thomas
November 21, 2019 Membership Meet Up (West)
November 12, 2019 Planning in a Sea of Uncertainty sponsored by Catholic Community Foundation
Leon LaBrecque, JD, CPA, CFP®, CFA
October 30, 2019 East Side Breakfast - Planning the Disposition and Management of Closely-Held Businesses sponsored by Sequoia Financial Group
James S. Aussem, Esq., AEP®
October 17, 2019 Navigating the Business Networking Event - Special Event hosted by EPC Guidestar, EPC Cleveland's mentoring group
October 8, 2019 Navigating the Charitable Landscape: A View from the Inside sponsored by Zinner & Co. LLP
Ginger F. Mlakar, Esq., CPA, AEP®
September 25, 2019 West Side Breakfast - Planning the Disposition and Management of Closely-held Businesses sponsored by Pease & Associates, CPAs
James S. Aussem, JD, AEP®
September 17, 2019 2019 Fall Social sponsored by Key Private Bank
September 10, 2019 An Inside Scoop To Personal Insurance sponsored by Wickens Herzer Panza
Michelle Hirsch
June 20, 2019 Membership Meet Up
June 11, 2019 Annual Meeting and Awards Luncheon honoring Ginger F. Mlakar sponsored by Glenmede & University Hospitals
May 22, 2019 East Side Breakfast - Insurance Planning in Today’s Marketplace sponsored by Wellspring Financial Advisors
Elaine B. Eisner, JD
May 16, 2019 Membership Meet Up
May 6, 2019 Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow) sponsored by AB Bernstein
Paul S. Lee, J.D., LL.M.
April 18, 2019 Membership Meet Up
April 9, 2019 Estate Planning for U.S. Citizens With Foreign Assets sponsored by Huntington Bank
James Spallino, Jr.
March 27, 2019 West Side Breakfast - Tax Reform Update with IRS Regulations sponsored by Wellspring Financial Advisors
Scott Swartz, JD, LL.M., AEP®
March 21, 2019 Membership Meet Up
March 12, 2019 A Modern Fiduciary’s Role and Perspective on Today’s Ever Changing Investment Landscape sponsored by Cavitch Familo & Durkin
Bart C. Carletto
February 21, 2019 Membership Meet Up
February 12, 2019 Updates from 2019 Heckerling Institute sponsored by Fifth Third Private Bank
Joseph M. Mentrek, Esq., AEP®
January 23, 2019 East Side Breakfast - Tax Reform Update with IRS Regulations sponsored by Sequoia Financial Group
Scott Swartz, JD, LL.M., AEP®
January 17, 2019 Membership Meet Up
January 8, 2019 Fiduciary Tax Considerations - Commonly Overlooked or Misunderstood 1041 Concepts sponsored by PNC Wealth Management
Jessica Tepus
December 11, 2018 Fixing Broken Trusts – The “Why and How” of Modification, Settlement Agreements and Decanting – Practical Considerations sponsored by Key Private Bank
Ronald F. Wayne, JD, AEP® and David W. Woodburn
December 4, 2018 7th Annual Volunteer Experience Serving Ronald McDonald House, Day 2
December 3, 2018 SOLD OUT! 7th Annual Volunteer Experience Serving Ronald McDonald House, Day 1
November 15, 2018 Special Joint Event with the Financial Planning Association of Northeast Ohio
Joshua Edmonds and Brenda Cummins
November 13, 2018 Effectively Using Beneficiary Designations on Retirement Accounts sponsored by Zinner & Co., LLP
J. Paul Fidler
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
October 9, 2018 ESOP Transaction Case Study – The Sale of Bettcher Industries sponsored by PNC Wealth Management
Don R. Esch, Shaylor R. Steele, and Peter Taft
September 27, 2018 2018 Fall Social sponsored by BNY Mellon Wealth Management
September 11, 2018 Donor Advised Funds—The Good, The Bad, and The Not So Ugly sponsored by Mansour Gavin, LPA
Alan Gross, Esq. and Matthew Kadish, Esq.
July 26, 2018 Webinar Replay:
"What the Estate Planner Needs to Know about Roth Retirement Plans"
Webinar Presenter: Natalie B. Choate, Esq., AEP® (Distinguished); Roundtable led by M. Elizabeth Monihan, AEP® with Benjamin Golsky, J.D., CISP, Karen M. McCarthy, CPA, AEP®, and Kimberly Stein
June 12, 2018 Annual Meeting & Awards Luncheon honoring Alan Gross sponsored by Glenmede & University Hospitals
May 30, 2018 East Side Breakfast - Choosing the Right Business Entity sponsored by Sequoia Financial Group
Gary A. Zwick, AEP®
May 14, 2018 Dealing with Today’s IRS – A Primer, War Stories, What’s Changed, and Practical Suggestions sponsored by BNY Mellon Wealth Management
Michelle Hervey and
Matthew F. Kadish, Esq
April 10, 2018 The Ohio Family Trust Company Act in Review sponsored by The Cleveland Foundation
Cindy L. Steeb, MBA, J.D.
March 13, 2018 Reduced Speed Ahead: An Economic Update sponsored by Huntington Bank
Matthew D. Palazzolo, CFA
February 28, 2018 East Side Breakfast - So There is this New Tax Law, What Does an Estate Planner Do Now? sponsored by Wellspring Financial Advisors
Scott E. Swartz, JD, LL.M., AEP®
February 22, 2018 EPC Guidestar Kick-Off Event
February 13, 2018 Top Ten Take-A-Ways from Heckerling sponsored by Fifth Third Private Bank
Joseph M. Mentrek, Esq., AEP®
January 24, 2018 West Side Breakfast - Digital Assets and Electronic Wills sponsored by Sequoia Financial Group
Kyle B. Gee, Atty and David M. Lenz, Atty
January 9, 2018 Rockin' Greater Cleveland: The Impact of the Rock & Roll Hall of Fame sponsored by AB Bernstein
Greg Harris
December 12, 2017 Entrepreneurs: Their Story, Their Vision, and Their Advisors sponsored by Zinner & Co.
Charlie Lougheed, Daniel T. Moore, III, and Ed Rivalsky moderated by Jennifer L. Stapleton
December 5, 2017 6th Annual Volunteer Experience Serving Ronald McDonald House, Day 2
December 4, 2017 6th Annual Volunteer Experience Serving Ronald McDonald House, Day 1
November 30, 2017 EPC Webinar Replay:
Business Succession Planning
Webinar Presenter: Louis A. Mezzullo, JD, AEP® (Distinguished)
Panelists: James S. Aussem, AEP®, Timothy P. Malloy, Atty, CAP®, Thomas B. Strauchon, CFP®
November 15, 2017 Special Joint Event with Financial Planning Association of Northeast Ohio: Partnering with the Cleveland Foundation: Charitable Strategies to meet your Clients’ Philanthropic Goals
Terri Bradford Eason, MBA; Kevin J. Lenhard, JD, LLM; and Katherine E. Collin, Esq.
November 14, 2017 You’re Letting Foxes in the Data Hen House: Managing Cyber Risks in Third Party Service Arrangements sponsored by PNC Bank
Thomas F. Zych
October 25, 2017 East Side Breakfast - Digital Assets and Electronic Wills: Tomorrow’s Estate Planning Is Here Today sponsored by Wellspring Financial Advisors
Kyle B. Gee, Atty and David M. Lenz, Atty
October 10, 2017 Investing for Impact, Investing for Return
Casey C. Clark, CFA
September 25, 2017 Fall Social at Market Garden Brewery
September 12, 2017 Estate Planning and Valuation Issues in Today’s Trumped-Up Environment: A New World Order? sponsored by Key Private Bank
Radd L. Riebe, J.D., ASA and Patrick J. Saccogna, J.D., LL.M., CPA (inactive), AEP®
June 13, 2017 Annual Meeting & Awards Luncheon honoring Patrick J. Saccogna sponsored by Glenmede & University Hospitals
May 24, 2017 EPC Webinar Replay:
“Effective Estate Planning for Diminished Capacity; Can You Really Avoid Guardianship”
Webinar Presenter: Diana Zeydel, JD, LL.M., AEP® (Distinguished)
Roundtable Experts:
Mohammed Bidar, Esq. │ Cavitch, Familo & Durkin
Erica E. McGregor, Esq. │ Tucker Ellis
Margaret Mendenhall, RN │ Client Care Manager, Zeigler Metzger
Lisa J. Roth, Esq. │ Zeigler Metzger
May 16, 2017 East Side Breakfast - Why Don’t My Kids Listen to Me? – Family Governance, Communication and Engaging the Next Generation sponsored by Wellspring Financial Advisors
Michael T. Novak, CPA, PFS, AEP®
May 9, 2017 2017 Social Security Basics sponsored by Heirmark
Brandon Smith
April 11, 2017 Complexities of Business Succession Planning (with Advanced and Basic session breakouts) sponsored by Huntington Bank
Linda L. Bluso, JD (Advanced Session) and Andrew R. Connors, CFP®, CEPA (Basic Session)
March 6, 2017 Legislative Update from Washington, hosted jointly with the Tax Club of Cleveland sponsored by Cleveland Clinic
Mike Ferguson, Jeff Paravano, Paul Schmidt
February 14, 2017 Heckerling Institute Highlights sponsored by Zinner & Co.
Joseph M. Mentrek, Esq., AEP®
January 26, 2017 EPC Webinar Replay:
Top Ten Estate Planning and Estate Tax Developments of 2016
Webinar Presenter: Ronald D. Aucutt
January 10, 2017 Using Emotional Intelligence to Better Communicate with Your Clients, Colleagues and Your Family sponsored by Fifth Third Private Bank
Thomas G. Kruczek
December 13, 2016 Planning for Non-Traditional Families sponsored by PNC Wealth Management
Katherine E. Wensink
December 6, 2016 5th Annual Volunteer Experience Serving Ronald McDonald House, Day 2
December 5, 2016 5th Annual Volunteer Experience Serving Ronald McDonald House, Day 1
November 10, 2016 Community Event: CFA Society of Cleveland hosts Drinks, Appetizers & Nature at the Cleveland Botanical Garden, An Investment Perspective on ESG
November 8, 2016 Proposed Section 2704 Regulations: Valuation and Planning Insights sponsored by Key Private Bank
Tami Bolder, CPA/ABV, ASA, MBA, DBA & Joshua Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA
October 18, 2016 Estate Planning “War Stories,” an East Side Breakfast Panel Discussion sponsored by Bernstein
Deviani Kuhar, Gary A. Zwick, AEP® & Scott E. Swartz, JD, LL.M., AEP®
October 11, 2016 Hosting RNC: Sustaining the Momentum sponsored by BNY Mellon
David E. Gilbert
September 13, 2016 Parent & Grandparent Life Insurance Gifting: Unique Uses of this Tax-Advantaged Property sponsored by F.N.B. Wealth Management
Howard B. Edelstein, CLU®, AEP®
July 24, 2016 EPC Cleveland Visits The Cleveland Orchestra, Blockbuster Film Tribute
June 14, 2016 Annual Meeting & Awards Luncheon honoring Howard B. Edelstein sponsored by Glenmede & University Hospitals
May 19, 2016 Community Event: Project 419, THE Event for Estate and Financial Planners
Headline Speakers: Natalie Choate and Steve Leimberg
May 10, 2016 Special Joint Meeting with the Tax Club of Cleveland, "Taxpayer and Practitioner Needs in the IRS Current and Future State", sponsored by Cornerstone Consulting Group
Nina E. Olson, Internal Revenue Service
April 12, 2016 What the Republican National Convention means to Cleveland and Northeast Ohio sponsored by Bernstein Private Wealth Management
Diane Downing, Chief Operating Officer Cleveland 2016 Host Committee for the Republican National Convention
March 8, 2016 2016 Federal Legislative Update – Prospects for Tax or Estate Planning Changes in 2016-2017, sponsored by Cleveland Clinic
Matthew F. Kadish, Esq.
February 9, 2016 Heckerling Institute Highlights sponsored by Fifth Third Bank
Joseph M. Mentrek, Esq., AEP®
January 12, 2016 Afterlife on the Cloud: Creating a Heavenly Plan for Digital Assets sponsored by Wellspring Financial Advisors
David M. Lenz
December 8, 2015 Representation of Multiple Generations in Family Business Succession Planning sponsored by Oswald
James G. Dickinson, Esq.
December 2, 2015 4th Annual Volunteer Experience, Day 2
December 1, 2015 SOLD OUT: 4th Annual Volunteer Experience, Day 1
November 10, 2015 Update on Special Needs Planning sponsored by Zinner & Co.
Janet Lowder, JD, CELA
October 13, 2015 Taxation of Insurance Products and Trust Owned Annuities sponsored by Taft
J. Gary Underwood, JD, CLU®, ChFC®
October 1, 2015 Special Luncheon: Sea Change: Estate Planning in a Changing World (Please note special location)
Jeremiah W. Doyle, IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
September 26, 2015 EPC Consumer Education Event
September 8, 2015 Gifts, Inheritances and Trusts – What Happens When Beneficiaries Divorce? sponsored by BNY Mellon Wealth Management
Carl A. Murway, Taft Stettinius & Hollister LLP
August 16, 2015 EPC Visits the Cleveland Orchestra at Blossom Music Center, "The British Invasion"
June 9, 2015 Annual Meeting & Awards Luncheon honoring Joseph M. Mentrek sponsored by Glenmede & University Hospitals
May 12, 2015 Ten Takeaways for Planning with IRAs and Other Retirement Benefits sponsored by Bernstein, special Member/Guest Luncheon
Michael G. Riley
April 14, 2015 Charitable Planning Updates and Strategies sponsored by American Endowment Foundation
Nancy Hancock Griffith, Esq.
March 10, 2015 An Update on Urban Education in Cleveland sponsored by The Cleveland Foundation
Alan Rosskamm, CEO Breakthrough Charter Schools
February 10, 2015 Heckerling Institute Highlights sponsored by Walter & Haverfield
Joseph M. Mentrek, Esq.
January 12, 2015 Selected Tax Planning Ideas for Closely Held Businesses and Their Owner Operators, sponsored by Walthall CPAs
Gary A. Zwick
December 9, 2014 Tax Policy and Planning Considerations sponsored by Key Private Bank
Gregg Muresan & Chris Essig
December 2, 2014 3rd Annual Volunteer Experience, Day 2
December 1, 2014 3rd Annual Volunteer Experience, Day 1
November 11, 2014 Valuation Opportunities on the Roads Less Travelled sponsored by Benesch, Friedlander, Coplan & Aronoff
Radd Riebe
October 14, 2014 Shale Energy in Northeast Ohio Today in the Aftermath of the 2012 Boom sponsored by Cornerstone Consulting Group, LLC
Rich Cochran & Thomas M. Turner, Esq.
October 2, 2014 Annual Social & Open House at Mitchell's Ice Cream (Ohio City)
September 9, 2014 Beyond Medicaid, an Elder-Centered Approach to Life Care Planning sponsored by Zinner & Co.
Rachel A. Kabb-Effron, JD
August 10, 2014 Summer Outing: EPC Cleveland & The Cleveland Orchestra
June 10, 2014 Annual Meeting & Awards Luncheon honoring Radd L. Riebe
May 13, 2014 What’s Up in Washington, a Legislative Update (special Member/Guest Luncheon)
Matthew F. Kadish, Esq.
April 8, 2014 Engaging, Serving and Retaining Female Clients: Strategies for Building a Successful Practice, joint meeting with FPA
Marie Dzanis, CIMA®, Heather R. Ettinger, Suzanne Siracuse
March 11, 2014 Is Your Retirement Plan Really Safe? Protecting Qualified Plan and IRA Assets From Creditors
Richard A. Naegele
February 11, 2014 15th Annual Heckerling Institute Highlights
Jeffry L. Weiler
January 14, 2014 Global High Wealth Examinations
James C. Fee, Jr., JD, LL.M., Internal Revenue Service
December 10, 2013 Life Insurance in a Low Interest Rate Environment
Larry Rothstein, CLU®, AEP®
December 3, 2013 2nd Annual Volunteer Experience, Night 2
December 2, 2013 2nd Annual Volunteer Experience, Night 1
November 12, 2013 Multi-Generational Estate Planning
M. Elizabeth Monihan, 2013 Distinguished Estate Planner
October 24, 2013 9th Annual Fall Open House, Clambake & Cornhole
October 8, 2013 The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012 sponsored by Taft Stettinius & Hollister LLP
Thomas J. Pauloski, JD
September 10, 2013 Exit Planning is Not What You Think sponsored by American Endowment Foundation
Christopher M. Snider, CEPA
June 19, 2013 2013 Summer Gathering
June 11, 2013 Annual Meeting & Awards Luncheon sprd by Glenmede & University Hospitals
May 14, 2013 2013 Federal Legislative Update hosted jointly with FPA of Northeast Ohio sprd by Key Private Bank
Matthew F. Kadish, Esq.
April 9, 2013 Ohio Legacy Trust Act sprd by Jewish Federation of Cleveland
John E. Sullivan, III
March 12, 2013 Beyond the 529 Plan, How to Finance a College Education sprd by Cleveland Clinic
Robert Durham & Kittie Warshawsky, JD
February 12, 2013 Heckerling Institute Highlights sprd by Hickman & Lowder Co., L.P.A.
Herbert L. Braverman & Jeffry L. Weiler
January 7, 2013 Economic Update hosted jointly with the Tax Club of Cleveland sprd by Key Private Bank
Brent Meyer, Economist, The Federal Reserve Bank of Cleveland
December 11, 2012 Captive Insurance Companies sprd by Zinner & Co., hosted jointly with CMBA Estate Planning Section
Jeffrey T. Getty, Esq., MS(tax), CFP
December 3, 2012 Volunteer Experience
November 14, 2012 8th Annual Fall Open House sponsored by PNC Wealth Management & Stout Risius Ross
November 13, 2012 Medicare Options 101 sprd by Fifth Third Private Bank
Kelly L. Walter
October 9, 2012 Opportunities and Complexities Under Ohios Newly Discovered Wealth sprd by Fidelity Charitable
Rich Cochran & Thomas M. Turner, Esq.
September 11, 2012 Using 2012’s Best Estate Planning Techniques before the Ball Drops sprd by Hahn Loeser & Parks LLP
Stephen H. Gariepy
June 12, 2012 Annual Meeting & Awards Luncheon sprd by Key Private Bank & University Hospitals
May 8, 2012 Family and Wealth Sustainability: Integrating Family Values with Wealth Planning for Lasting Legacy
Joan Crain, CFP, CTFA
April 10, 2012 Crossing Borders: Intl Estate Plng and Compliance Fundamentals sprd Western Reserve Land Conservancy
Michael A. Spielman, JD, LL.M., CPA
March 14, 2012 2012 Spring Outing: Taco Demonstration & Happy Hour
March 13, 2012 Joint meeting with Tax Club: Forecasting a Perfect Storm....sprd by FirstMerit Bank
Matthew F. Kadish, Esq.
February 14, 2012 Heckerling Institute Highlights sprd by Fifth Third Bank
Jeffry Weiler & Herb Braverman
January 10, 2012 Digital Assets sprd by Key Private Bank
Cristin R. Snodgrass
December 13, 2011 What Every Tax Adviser Needs to Know about Hedge Funds sprd by Howard Wershbale & Co.
Paul S. Lee, JD, LL.M.
November 8, 2011 Lifting the Veil of Mystery Regarding Social Security sprd by Cedar Brook Financial Partners
Brandon P. Smith, Social Security Administration
October 26, 2011 7th Annual Fall Open House & Deconstructed Clambake
Social Event
October 11, 2011 Connecting with the Generations - a Discussion on Philanthropy sprd by The Cleveland Clinic
Nancy McCann & Nelson J. Wittenmyer Jr., JD, LL.M.
September 13, 2011 Advanced Post-Mortem Issues and Planning Related to the Ownership of S Corporation Stock
Gary Zwick
June 14, 2011 Annual Meeting & Awards Luncheon honoring Gary A. Zwick sprd by Glenmede & University Hospitals
Keynote Address by Joy Roller, Gordon Square Arts District
May 10, 2011 Washington Update - What Happened? And So Now What? sprd by FirstMerit Wealth Management Services
Matthew F. Kadish, Esq.
April 28, 2011 2011 Spring Outing: Wine 101, a Systematic Approach to Wine Tasting
April 12, 2011 Estate and Financial Planning for Disabled Children sponsored by Key Private Bank
Laurie G. Steiner
March 8, 2011 Business Ethics for the Estate Planning Professional sprd by Cleveland Clinic
Patrick Kuhse
February 8, 2011 Heckerling Institute Highlights Including the 2010 Act sprd by Fifth Third Private Bank
Herbert L. Braverman & Jeffry L. Weiler
January 11, 2011 What's Happening in Cleveland? sprd by Wellspring Financial Advisors
Ronald B. Richard, The Cleveland Foundation
December 14, 2010 CANCELLED: Crossing Borders: Int'l Estate Plng and Compliance Fundamentals sprd by Jewish Federation
Michael A. Spielman, TEP, CPA, LL.M., JD, MBA
November 9, 2010 Long-Term Care Insurance - Past, Present & Future sprd by Howard Wershbale & Associates
Elaine B. Eisner, JD & Scott Gohn
October 22, 2010 SPECIAL LUNCHEON - Estate Planning for Chronic Illness
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP
October 14, 2010 Annual Open House & Membership Social sponsored by FirstMerit Wealth Management Services
No formal program
October 12, 2010 Advance Care Planning sprd by Key Private Bank
Erica E. McGregor and David Simpson & Dr. Charles Wellman, Hospice of the Western Reserve
September 14, 2010 Generation Skipping Opportunities for 2010 sponsored by HAWTHORN, PNC Family Wealth
Martyn S. Babitz, JD
August 12, 2010 2010 Summer Outing - Cleveland Rocks! Sunset Kayaking Tour
June 8, 2010 Annual Mtg & Awards Luncheon hon. M. Patricia Culler sprd by Key Private Bank & University Hospitals
Blake Andres, Great Lakes Science Center
May 11, 2010 Legislative Developments Affecting Estate Planners sponsored by Cleveland Clinic
Matthew F. Kadish, Esq
April 20, 2010 An Estate Planner's Guide to Life Insurance sponsored by PNC Wealth Management
Charles L. Ratner, JD, CLU, ChFC, AEP (Distinguished)
March 11, 2010 2010 Winter Outing - Social & Brew Tour
No speaker, this event is social in nature
March 9, 2010 Mission and Program Related Investing by Private Foundations sprd by Spieth, Bell, McCurdy & Newell
Rebecca H. Dent, Esq.
February 9, 2010 Heckerling Institute Highlights sponsored by Fifth Third Bank
Herbert L. Braverman & Jeffry L. Weiler
January 12, 2010 A National Economic Outlook sponsored by SS&G Financial Services, Inc.
Mark E. Schweitzer, Ph.D., Federal Reserve Bank of Cleveland
December 8, 2009 Plng for the Possibility of Divorce – Estate Planning and Asset Mgmt Issues sprd by Cleveland Clinic
Deanna L. DiPetta, Esq. & Jennifer A. Savage, Esq.
November 10, 2009 Retirement Planning for Professionals: Core Capital, Roth Conversions & Other Key Questions sprd by
Thomas Pauloski, JD
October 13, 2009 The State of Estate Planning - What's Hot and What's Not sprd by Barnes Wendling Valuation Services
Stephen H. Gariepy
September 24, 2009 5th Annual Open House & Networking Social sprd by National City Bank, now a part of PNC
September 8, 2009 2010 is Almost Here – Estate Tax Legislative Developments sprd by U.S. Bank
Christopher P. Bray, CPA, JD
August 27, 2009 EPC Cleveland Summer Outing at the Lake Erie Crushers Game
June 10, 2009 Annual Meeting & Awards Luncheon honoring Stephen H. Gariepy
Keynote Address by Michael J. Ryan of the Cleveland Museum of Natural History
May 12, 2009 Estate Planning for Non-Traditional Families sprd by Glenmede Trust Company
Tamara E. Kolz of Boston, MA
April 14, 2009 Serving Our Clients: Teaming Up with Allied Professionals sprd by Lincoln Financial Advisors
Sandra J. Buzney, Esq. & Carol A. Miller, MSN, RN-BC, AHN-BC
March 10, 2009 Split Dollar: Using Life Insurance in Split Dollar Arrangements sprd by The Cleveland Clinic
Arthur K. Sobczak, III, CLU, ChFC
February 10, 2009 Heckerling Institute Highlights sprd by Spero-Smith Investment Advisors
Herbert L. Braverman & Jeffry L. Weiler, Benesch, Friedlander, Coplan and Aronoff LLP
January 13, 2009 Business Valuation for the Estate Planner sponsored by Fifth Third Bank
Lloyd W. Bell, III, CBA, CMAA
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