11:45am – 12:15pm

Registration

12:05pm – 12:15pm

Welcome and Lunch Sponsor Message

12:15pm – 1:00pm

Lunch Presentation - Cyber Security - Chris Duncan- Symantec  

1:00pm – 1:15pm

Networking and Break

1:15pm – 2:15pm

President Trump and Tax Reform - Are We There Yet? – Jane Pfeifer, CPA and Matt McKinnon, CPA, MT - Clark Schaefer Hackett

CFP CE - 1 hour has been granted by CFP Board
Ohio Insurance CE - 1 hour has been approved by ODI

2:15pm – 3:15pm

Implementing & Utilizing Estate Planning Strategies in the Real World - John Schuman, JD, CFP® - Budros, Ruhlin & Roe

CFP CE - 1 hour has been granted by CFP Board
Ohio Insurance CE - 1 hour has been approved by ODI

3:15pm – 3:45pm

Networking and Break w/ Refreshments

3:45pm – 4:45pm

Preventing Elder Financial Abuse –Sylvia Pla-Raith, Office of Ohio Attorney General Mike DeWine 

CFP CE - 1 hour has been granted by CFP Board
Ohio Insurance CE - 1 hour has been approved by ODI

4:45pm – 6:00pm

Happy Hour Reception and Raffles