You are in: Events Calendar » Annual Estate & Charitable Giving Seminar

Annual Estate & Charitable Giving Seminar

Send this page to a friend Email envolope

Sep 30 2010

Date: 08:15 AM, 30 September 2010
Category: Educational

Annual Estate & Charitable Giving Seminar

The Salvation Army is pleased to present The Annual Estate & Charitable Giving Seminar in Cincinnati, Ohio on Thursday, September 30, 2010. 

The seminar will feature Marc Carmichael, JD, and John Schuman, JD, CPA, CFP, presenting valuable information about recent developments in the following topical areas:

  • Funding & Investing CRTs in the Current Tax and Investment Climate
  • Practical Estate Planning for Philanthropic Clients
  • Role of Charitable Contributions in 2010 Roth IRA Conversions
  • Role of Charitable Gift Arrangements in Pre- and Post-Retirement Planning

Six hours CFP and CLE have been approved.  Other credits pending approval: ICE, CTFA, CPE.


Cost per attendee is only $99, and includes a continental breakfast, lunch and the seminar fee.

The event will be held at The Millennium Hotel, located in downtown Cincinnati at 150 W. 5th St.  Registration and breakfast begins at 8:15 a.m.; presentations begin at 8:45 a.m. and conclude at 4:30 p.m.

For more information, or to register, please contact Janet Buck, at 513-762-5689, or  Registration deadline is September 24th.

We look forward to meeting you there!



Enter your search terms below and hit the 'go' button

Site Map Site Map

Quick Links

Find a Center

Enter your zip code to find your nearest Salvation Army




July, 2014
  01 02 03 04 05
06 07 08 09 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31

Follow us...