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Atrium Medical Center Foundation 17th Annual Estate & Tax Planning Professional Seminar Friday, November 6, 2015.

Schedule  Agenda 
7:30 am Registration  
8:30 am


Carol J. Turner, FACHE
President & CEO Atrium Medical Center  
8:30 - 10:00 am

Latest Developments That Are Changing The Landscape for Employee Benefits 

William M. Freedman, JD, Kevin Burch, JD, Nicole Hanna, JD, Beth Mandel, JD & David Whaley, JD

10:00 - 10:10 am Break and Fair
10:10 - 11:10 am

Investment With An Eye On Tax Strategies

Jeffrey R Clark, LUTCF, ACS, FLMI, CFS, JD & Peter McColgan 

11:10 - 11:20 am Break and Fair
11:20 am - 12:20 pm

Year-end Tax Update

Candice DeClark Peace, JD, CPA

12:20 - 1:10 pm

Lunch and Health Fair
Luncheon Sponsorship Park National Bank

Presenting Sponsor

Afternoon Track Sponsors
Johnson Investment Counsel, Graydon Head Legal Counsel, WesBanco, Clark Schaefer Hackett


Track I

Track II

Track III

Track IV

 1:10 - 2:10 pm

  Trustee and Fiduciary Obligations:What Happens When those Obligations are Overlooked

Scott K. Jones, JD, Dwight A. Packard, JD

Medicaid Law

Ralph Conrad, JD

Attorneys only

Professionalism – A Lawyer’s Creed & Aspirational Ideals

George D. Jonson, JD

Certified Financial Planners only

CFP Ethics

Bill Schretter, MBA, CFP, CLU, ChFC

 2:10 – 2:20 pm   Break and Fair  
 2:20 – 3:20 pm

Ohio Legacy Trusts 

James N. Trifelos, JD

Importance of Life 
Insurance in Estate Planning 

Joseph Santos

Attorneys only

Ethics – A Code of Professional Responsibility

George D. Jonson, JD

 3:20 – 3:30 pm   Break and Fair  
 3:30 – 4:30 pm

 Economic & Market Outlook

Brandon Zureick, CFA
Chad Maggard, CFA


Social Security Update

Sue Denny

Attorneys Only

Heroin Epidemic: The Impact on Our Community 

Tina Gregory, RN, BSN, CEN, EMT-P
(30 min. presentation 3:30 - 4:00 pm)

 4:30 pm Closing Comments and Continuing Education Procedures.
Track I & II is open to all attendees (attorneys, accountants, financial planners and trust officers).
Track III is for attorneys only.

Content Updated: October 2, 2015

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