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Professional Seminar Series

Cincinnati Children's is proud to offer a complimentary continuing education seminar annually as a service to the Professional Advisor community.

The next seminar will be in November, 2018. Check back with us for more information, or email [email protected] to be invited to all seminars.

Continuing Education Credits: 2.0 Hours

Our Professional Seminars supply 2 Continuing Education Credits. Continuing education applications are submitted to the following agencies: Ohio Supreme Court and OSBA Certified Specialist for Estate Planning, Trust & Probate Law, Kentucky Bar Association, Indiana Supreme Court, Ohio Department of Insurance, Kentucky Department of Insurance, Accountancy Board of Ohio, Accountancy Board of Kentucky, Certified Financial Planner Board of Standards, and Institute of Certified Bankers. Although we apply for accreditation, continuing education credits are not guaranteed. For more information on continuing education credits, please contact Cindi Rothert at 513-803-0568 or [email protected].

Most Recent Topic

• Retirement Accounts: Challenges with Second Marriages and Charitable Bequests
• Beyond Gifts of Cash: Charitable Planning w/Illiquid Assets
• Creative Charitable Planning with Real Estate, S-Corp, Stock And Beyond: A Case Study Approach
• Retirement Accounts: Planning Optimal Outcomes for Family And Charitable Objectives
• The Best Financial Planning Vehicle - The CRT

Please contact Suzanne Rohlfs at 513-636-1192 or [email protected] with any questions.