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Annual Estate & Charitable Giving Seminar

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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!



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