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May 14, 2019
7:45-9:30AM

FPA Central Ohio presents Recent Developments in Estate Planning and Elder Law

presented by Matthew Gibson, JD

Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210

Recent Developments in Estate Planning and Elder Law

presented by

Matthew Gibson, JD

The presentation will cover how recent changes to the federal estate tax laws have impacted clients’ estate planning objectives and decisions, common and increasing mistakes made on IRA beneficiary designations, developments regarding VA benefits and Medicaid planning, the continued importance of life insurance in estate planning, and common mistakes made with irrevocable Medicaid trust planning.

The Learning Objective is to alert and educate financial planners regarding legal developments and common legal mistakes or myths that affect their clients.

Tuesday, May 14, 2019The Fawcett Center, 2400 Olentangy River Road - Clinton Room

7:40am - 7:55am - Registration, Breakfast & Networking
7:55am - 8:15am - FPA Business/featured Sponsor
8:15am - 9:15am - Program (complete attendance for CE credits is required)
9:15am - 9:30am - After-program Q &A/Networking

Click Here to Register Today!

2nd Quarter Parking Pass 2019 (be sure to click on the pass and print to bring to meeting)  This pass may be used for meetings at the Fawcett Center for the 2nd Quarter, so you may print it and use it through the June meeting.

Members - $25,
Student Members - No charge!

Season Pass Holders - No charge! (Member's Only. If you did not purchase and pay for a 2019 Season Pass, you will be invoiced the member rate)
Non-members/Guests* - $50
Student Non-members** - $25

*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.

**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration.  Once paid, you cannot be refunded. Please bring valid student ID to meeting.

We have been granted 1 hour of CFP CE  from the CFP Board and 1 hour of Ohio Insurance CE credit. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions! 

Please register by NOON on May 8, we cannot guarantee availability after that date. Cancellations accepted up until NOON on May 8 after that no refunds or credits will be given.

See Who's Coming

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2019-05-14 07:45:00 2019-05-14 09:30:00 America/Detroit FPA Central Ohio presents Recent Developments in Estate Planning and Elder Law Recent Developments in Estate Planning and Elder Law presented by Matthew Gibson, JD The presentation will cover how recent changes to the federal estate tax laws have impacted clients’ estate planning objectives and decisions, common and increasing mistakes made on IRA beneficiary designations, developments regarding VA benefits and Medicaid planning, the continued importance of life insurance in estate planning, and common mistakes made with irrevocable Medicaid trust planning. The Learning Objective is to alert and educate financial planners regarding legal developments and common legal mistakes or myths that affect their clients. Tuesday, May 14, 2019, The Fawcett Center, 2400 Olentangy River Road - Clinton Room 7:40am - 7:55am - Registration, Breakfast & Networking7:55am - 8:15am - FPA Business/featured Sponsor8:15am - 9:15am - Program (complete attendance for CE credits is required)9:15am - 9:30am - After-program Q &A/Networking Click Here to Register Today! 2nd Quarter Parking Pass 2019 (be sure to click on the pass and print to bring to meeting)  This pass may be used for meetings at the Fawcett Center for the 2nd Quarter, so you may print it and use it through the June meeting. Members - $25,Student Members - No charge!Season Pass Holders - No charge! (Member's Only. If you did not purchase and pay for a 2019 Season Pass, you will be invoiced the member rate)Non-members/Guests* - $50Student Non-members** - $25 *First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50. **Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact admin@fpacentralohio.org to complete a comp registration.  Once paid, you cannot be refunded. Please bring valid student ID to meeting. We have been granted 1 hour of CFP CE  from the CFP Board and 1 hour of Ohio Insurance CE credit. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!  Please register by NOON on May 8, we cannot guarantee availability after that date. Cancellations accepted up until NOON on May 8 after that no refunds or credits will be given. See Who's Coming Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210