Top Takeaways for Advising Your Clients Under 45: Estate Planning, Tax and Insurance

When: April 30, 2019 11:45 AM to 1:15 PM
Where: The Oswald Conference Center, Oswald Companies
1100 Superior Ave.
Cleveland, OH 44114
Contact: Matt Kaliff at mkaliff@jcfcleve.org (216-593-2831)
Cost: $20.00
Summary: Early and mid-career individuals are in their prime for acquiring assets and obligations.

Event Details

Description

Early and mid-career individuals are in their prime for acquiring assets and obligations. For many it is the first time they are experiencing growing income, business ownership, marriage, home ownership and children. What are the key questions and planning points to consider when advising this demographic?

Please join us for a panel discussion featuring:

- Elizabeth Perla, Esq., The Perla Law Firm
- David J. Silverman, CPA, JD, Skoda Minotti
- Jeffrey M. Wasserman, Oswald Companies
- Zach Abrams, CFP, Capital Advisors (moderator)

11:45 am Registration
12:00 pm Program

CLE/CE credits requested for law, CPA, and CFP.
1.0 hours of CLE/CE credits requested from the Supreme Court of Ohio and the Certified Financial Planner Board of Standards.
The Federation is registered with the Accountancy Board of Ohio.

Paid parking is available at Oswald Centre garage (Superior Avenue or Walnut Avenue) and Huntington Parking Garage (Walnut Avenue).

Lunch will be provided.
Kosher dietary laws observed

Cost: $20/person

Register Here:
https://www.jewishcleveland.org/news/event_rsvp/top_takeaways_for_advising_your_clients_under_45

Address

The Oswald Conference Center, Oswald Companies

1100 Superior Ave.

Cleveland, OH 44114

Directions

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  • 2019-04-30 11:45:00 2019-04-30 13:15:00 America/New_York Top Takeaways for Advising Your Clients Under 45: Estate Planning, Tax and Insurance Early and mid-career individuals are in their prime for acquiring assets and obligations. (http://www.jewishcleveland.org/news/upcoming-events/top_takeaways_for_advising_your_clients_under_45) The Oswald Conference Center, Oswald Companies mkaliff@jcfcleve.org
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