Event Schedule

 

7:45 - 8:30 am - Check-In, Continental Breakfast, Exhibitors

 

8:30 - 10:00 am - Headline Speaker

Solving Your Client’s Puzzle: Tax and Estate Planning Amidst Uncertainty

Sam Donaldson

What estate planning techniques make particularly good sense in today’s economic climate? Can you really build an estate plan that is immune to changes in the federal tax laws? Find out in this informative and entertaining kickoff to the Project 419 event!

 

10:15 - 11:15 am - Breakout Speakers (choose one of the three options)

Estate Planning for Ohioans Living in Florida

Sarah Corney

Are your clients splitting their time between Ohio and Florida? Learn practical ways that your clients can avoid probate in two states and take advantage of state income tax savings.  

Life Settlements: Leaving a Life Insurance Policy & Solving Problems

Tyler Horning

There are many ways that a person can leave an unwanted life insurance policy and derive more value from the policy than the cash surrender value. Among the options that we will explore, Life Settlements is one option that should always be considered before surrendering coverage. Don’t let a client drop their life insurance policy until you have heard this presentation!

 

FORE!!!  Estate Planning Is a Lot Like Golf:  It’s All in the Follow-Through!!!

Carol Sobczak, Esq.

This practical presentation will leave you with valuable tools to increase your value as a trusted advisor to your clients and provide more “bang for [your client’s] buck!”  Learn what mistakes make your clients’ estate plans fail or their survivors end up in court.  Learn why estate planning is a “team effort.”

11:30 am - 12:15 pm - Lunch, Exhibitors

 

12:30 - 2:00 pm - Headline Speaker

Trust Income Tax Planning

Ed Morrow

How can you build in more flexibility for optimal income tax results for your client’s trust and their beneficiaries? Become a “Master Tax Shifter” at the Project 419 event!

4 Hours of Continuing Education has been approved for Ohio Insurance, MI Insurance, CLE, CFP, CPE & PACE

 

Download speaker handouts here - these will NOT be printed for attendees at the event:

Sam Donaldson                Edwin Morrow III                Carol Sobczak                     Sarah Corney                 Tyler Horning