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