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Tuesday, September 8, 2026

Luncheon: Checking for Updates… Estate Planning for Digital Assets 9+ years after Ohio Adopted RUFADAA sponsored by Stout

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Estate Planning Council of Cleveland

ESTATE PLANNING COUNCIL OF CLEVELAND

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Richard Tanner, CLU®

Life Insurance Professional
Ownership Advisors, Inc.
6100 Oak Tree Blvd. South, Ste. 420
Cleveland, OH 44131
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Phone: 216-328-5538
Fax: 216-328-5531
Send a Message to Richard Tanner
Website: www.ownershipadvisors.com

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UPCOMING EVENTS

September 8, 2026

Luncheon: Checking for Updates… Estate Planning for Digital Assets 9+ years after Ohio Adopted RUFADAA sponsored by Stout

David M. Lenz

See Event Details

October 6, 2026

Fall Membership Social sponsored by Clearstead and Cleveland Foundation

See Event Details

October 20, 2026

Luncheon: From the Code to the Cloud: New Tax Law, FinCEN Rules, and Modern Estate Planning sponsored by Sequoia Financial Group

Mark R. Parthemer, JD, ACTEC Fellow, AEP®

See Event Details

November 10, 2026

November Luncheon: Topic TBD sponsored by U.S. Bank Private Wealth Management

See Event Details

See Full Calendar

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