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Barbara Culver - Presentation Topics
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- Client-centered conversation starters
- Connecting money values and meaningful giving
- A new look at the concept of legacy
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Thomas Pauloski - Presentation Topics
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- Advanced estate planning techniques
- Tax-efficient wealth transfer strategies
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EVENT DETAILS
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Cost:
$100 per person
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Continuing education credits have been approved by the Ohio Department of Insurance, Certified Financial Planner Board of Standards Inc., and The Supreme Court of Ohio. Accountancy credits will be self-reporting.
Plus: Invite your clients to our free family philanthropy seminar. Learn More
330-436-5611.
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Akron Community Foundation
345 West Cedar St.
Akron, OH 44307 |
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Office Hours:
9 a.m. to 5 p.m.,
Monday through Friday |
Phone: 330-376-8522
Fax: 330-376-0202 |
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