Document 6557529
Transcription
Document 6557529
PRSRT STD U.S. POSTAGE PAID WILLOUGHBY, OH PERMIT NO. 111 I would like to extend a special thanks to all of our sponsors who provide financial support for our seminar. As you might expect, putting on a seminar is a substantial expense and their contributions are important. Please keep them in mind for the services they provide. This year, we are going to charge a nominal fee of $30 to help us with these expenses. The cost of putting on this event to an increasingly large audience has risen. We have made payment convenient as you will be able to pay online when you register. We look forward to seeing you on October 24, 2014! N. Lindsey Smith *****IMPORTANT ANNOUNCEMENT REGARDING THE HOME STUDY COURSE PROGRAM***** The Ohio Department of Insurance will approve 1 credit hour for each 10 test questions. Our 100 question test will provide 10 credit hours. The Department of Insurance requires that two tests be offered and each test will have at least 50 different questions. This seminar has been approved for continuing education credits with the Ohio Department of Insurance for 4 hours of credit for the in class portion and 10 credit hours for the home study program. The Certified Financial Planning Board of Standards, Inc. has approved 4 hours for the in-class portion and 5 hours for the home study portion (CFP only grants credits for 1/2 of the home study hours). We are registered with the Accountancy Board of Ohio for continuing education and this seminar and home study qualify for 14 credit hours for accountants. THANK YOU TO OUR SPONSORS We are pleased to present to you this invitation for our 21st Annual Select Strategies Seminar. SMITH AND CONDENI LLP The Estate and Business Planning Law Attorneys The TOLI Group 2035 Crocker Road Suite 105 Westlake, OH 44145 866-998-TOLI (8654) Dear Colleagues... presented by Cleveland/Akron Society of Financial Service Professionals P.O. Box 31416 Independence, OH 44131 440-429-8430 ✓ Business Planning ✓ Real Estate ✓Workers Compensation ✓ Business Law Home Instead Crossroads Hospice Senior Care 9775 Rockside Road 7650 First Place Suite H, Suite 270 Building B Valley View, OH 44125 Oakwood Village, OH 216-654-9300 44146 440-914-1400 Probate Litigation Personal Injury Wrongful Death Employment Law Business Litigation Ohio Employee Ownership Center Kent State University 113 McGilvrey Hall Kent, OH 44242 330-672-3028 ✓ ✓ ✓ ✓ ✓ RETURN SERVICE REQUESTED Estate Planning Asset Protection Life Care Planning Special Needs Estates & Trusts SMITH AND CONDENI 600 E. Granger Road Second Floor Cleveland, Ohio 44131 216-771-1760 www.smith-condeni.com ✓ ✓ ✓ ✓ ✓ MassMutual Financial Group 2012 West 25th Street, Suite 900 Cleveland, OH 44113 216-592-7359 Areas Represented: Northstar Advisory Group 2000 Auburn Drive, Suite 415 Beachwood, OH 44122 216-202-0202 Joseph A. Condeni • Stacey Kiene Of Counsel: Jeffrey W. Krueger TWENTY FIRST ANNUAL SELECT STRATEGIES FOR INSURANCE AND ESTATE PLANNING SEMINAR Our Lady of the Wayside 38135 Colorado Avenue Avon, OH 44011 440-871-2139 Personal Injury / Business Litigation Group Berson-Sokol Agency, Inc. 23500 Mercantile Road #C Cleveland, OH 44122 216-464-1542 800-543-6000 N. Lindsey Smith • Jennifer B. Cusimano • Allison M. McMeechan Matthew E. Henoch • John R. Tullio, Jr. • Stephanie M. Glavinos Of Counsel: James A. Keating NorthCoast Brokerage Agency, Inc., a Capitas Financial Partner 1360 E. 9th Street Suite 800 Cleveland, OH 44114 216-566-7400 Estate Planning & Business Law Group TWENTY FIRST ANNUAL SELECT STRATEGIES FOR INSURANCE AND ESTATE PLANNING SEMINAR 600 E. Granger Road • Second Floor • Cleveland, Ohio 44131 Phone 216-771-1760 • Fax 216-771-3387 www.smith-condeni.com Friday, October 24, 2014 Registration: 11:30 a.m. - 12:15 p.m. Presentations: 12:15 p.m. - 4:30 p.m. HOLIDAY INN INDEPENDENCE 6001 Rockside Road Independence, Ohio 44131 216-524-8050 A valuable seminar for Insurance, Investment and Financial Planning Professionals and Certified Public Accountants Earn up to 14 hours of CE credits! ON-LINE REGISTRATION at www.smith-condeni.com We strongly recommend on-line registration to help expedite the process and invite you to visit our website at www.smith-condeni.com to complete your registration. The registration form will be processed by our secure server (please see our website for more information about internet security). Once you have completed the registration, you will receive an email confirmation. AGENDA: OCTOBER 24, 2014 1. 12:15 pm - 12:30 pm Introductory Comments N. Lindsey Smith, Esq., Smith and Condeni LLP Joseph A. Condeni, Esq., Smith and Condeni LLP 2. 12:30 pm - 1:10 pm “Business Planning with Life Insurance” N. Lindsey Smith, Esq., Smith and Condeni LLP Anthony DiSantis, Sales Vice President NorthCoast Brokerage, Inc., Capitas Financial Presenters will be surveying the many applications of life insurance that are used to help business owners address a variety of planning needs, including liquidity needs, key man insurance, life insurance for business succession planning, funding of phantom stock arrangements, split dollar ownership as well as how to structure ownership and beneficiary designations of insurance policies used to achieve these varied objectives. 3. 1:10 pm - 2:00 pm “Life Insurance You Don’t Have to Die to Use!” Joe Ross, Vice President, Sales Productivity and Business Development AIG Life and Retirement We’ll discuss how you can turn illiquid death benefits into a liquid pool of money your clients can use to protect their portfolio assets from the costs of severe illness and the risk of outliving their assets, so they can achieve a higher sense of financial security during their retirement. 4. 2:00 pm - 2:30 pm Break 5. 2:30 pm - 3:00 pm “Panel Discussion on Asset Protection Planning Strategies” Stephanie M. Glavinos, Esq., Smith and Condeni LLP Matthew E. Henoch, Esq., Smith and Condeni LLP John R. Tullio, Esq., Smith and Condeni LLP This presentation provides a basic overview of the current asset protection planning laws and relevant issues facing clients today. We will provide a brief summary of the pertinent provisions from the recently enacted Ohio Asset Management Modernization Act. There will be a discussion of the various asset protection planning pitfalls to avoid. We will also highlight the current strategies being employed to insulate assets from creditors. REGISTRATION 7. 3:30 pm - 4:20 pm “EXCLUSIVE INTERACTIVE WEBINAR WITH LIVE Q & A 2014 Update and 2015 Outlook” Robert C. Doll, Chief Equity Strategist, Senior Portfolio Manager Nuveen Asset Management The economy has healed considerably since the Great Recession, but the effects still linger. The current economic rebound has been slow, uneven and not without fears that the United States would sink back into recession. Mr. Doll will provide an update on the economic facts driving his Ten Predictions for 2014 and insight into his outlook for 2015. 8. 4:30 pm - 5:30 pm “Test On Estate Planning Concepts” Sponsored and Administered by NorthCoast Brokerage Agency, Inc., a Capitas Financial Partner This home-study test focuses on basic concepts of estate and financial planning and the uses of life insurance in a comprehensive estate plan. The pass rate for this test last year was 91%! STEP 1 — CHECK CLASS REQUESTED q IN CLASS & HOME STUDY (14 Hours Insurance and 9 CFP) q IN CLASS ONLY (4 Hours) STEP 2 — CHECK CREDITS REQUIRED q INSURANCE CREDITS ONLY NATIONAL PRODUCER # (NPN)______________________________________________ q CFP CREDITS ONLY. LAST 4 DIGITS OF SS# __________________________________ q CPA q NONE STEP 3 — PLEASE COMPLETE ALL INFORMATION Name: _______________________________________________________________________ Phone #: _____________________________________________________________________ Business Name: ______________________________________________________________ 6. 3:00 pm - 3:30 pm “Veteran’s Benefits Administration” Business Address:_____________________________________________________________ Allison Mantz McMeechan, Esq., Smith and Condeni LLP This presentation focuses on the Veterans Administration and the benefits that may be available to your clients. Topics to be covered include: 1) VA pension benefits including the service, income, and asset requirements; 2) Household benefits; 3) Aid and attendance benefits. The presentation will also cover VA compensation benefits, as well as lesser known benefits such as home based primary care, burial benefits, VA nursing homes, life insurance and prescription benefits. Register as soon as possible, but no later than October 19 for the October 24th seminar. The tuition fee is $30.00 and must be prepaid at registration. If you do not want to register on-line, please complete the registration form below and either fax or mail it to us with your check or your credit card information. All of the information is needed to complete your registration. Home study materials will be provided to you on our website. If you have any questions regarding registration or the seminar, please feel free to contact Donna at 216-574-2039. Again, please keep in mind that ALL of the information below is required for registration and course credit. __________________________________________________________________________ Email: _______________________________________________________________________ (Confirmation will be sent via email) Don’t miss your opportunity to hear Bob Doll at our fall seminar! Below you will find a sample of what Bob will be covering: Improving U.S. Economy Bear Arguments Fear Recedes/Confidence Builds Valuations Are Not Expensive Fiscal Drag Peaking in 2013 U.S. Private Employment U.S. Manufacturing Renaissance Accelerating Earnings Growth Municipal vs. Taxable Bonds STEP 4 — PLEASE REGISTER. TUITION MUST BE PREPAID REGISTER ON-LINE: www.smith-condeni.com REGISTER BY MAIL OR FAX: SEND COMPLETE FORM AND CREDIT CARD PAYMENT: Smith and Condeni LLP — Attn: Donna Davis 600 E. Granger Road, Second Floor Cleveland, Ohio 44131-6721 FAX: 216-771-3387 ATTN: Donna Davis INDICATE METHOD OF PAYMENT: TUITION FEE: $30.00 q Check enclosed payable to Smith and Condeni LLP q MC q VISA q DISCOVER Card #: ______________________________________________________________________ Card Expires: _________________________________________________________________ V-Code (3-digit # on back of card): _______________________________________________ Signature: ____________________________________________________________________ NOTICE Approved for continuing education credits with The Ohio Department of Insurance and The Certified Financial Planning Board of Standards, Inc. and Registered with the Accountancy Board of Ohio for continuing education. HASSLE-FREE CANCELLATION POLICY: RECEIVE A FULL TUITION REFUND IF YOU CANCEL 48 HOURS PRIOR TO SEMINAR DATE - OR - RECEIVE A TUITION CREDIT TO ATTEND THE MAY 1, 2015 SEMINAR. FOR MORE INFORMATION, PLEASE CALL DONNA AT 216-574-2039.