Past Events

November 19, 2020 November Luncheon
September 17, 2020 September Luncheon
July 16, 2020 July Luncheon
May 21, 2020 May Luncheon
March 19, 2020 "We’ll Take It From Here: Full-Service Solutions for Your Estate Planning & Probate Needs"
Amy Wright with reSettled Life
January 16, 2020 "The Market Outlook for 2020"
Dr. Martin Giesbrecht & Mr. John Melville
November 21, 2019 "Easterseals and its Military and Veteran Services"
Scott Robinson and Danielle Gentry-Barth with Easterseals Serving Greater Cincinnati
September 19, 2019 "A Planning-Based Guide to Financial Literacy”
Sean Dempsey, JD, CFP® and Julie Dusing, CFP®
July 18, 2019 "DAFs, QCDs, and SII, OH MY! Decoding the Alphabet Soup of Charitable Giving to Maximize Tax Savings and Create Community Impact"
Michele Carey, CAP® & Robert Killins, CAP®, from Greater Cincinnati Foundation (GCF)
May 16, 2019 "Charitable Planned Vehicles & Techniques"
Jeff Lydenberg with PG Calc
March 21, 2019 "New Tax Laws & Planning Strategies for 2018 & 2019"
Bill Hesch with William E. Hesch Law Firm
January 17, 2019 "The Market Outlook for 2019"
Dr. Martin Giesbrecht & Mr. John Melville
November 15, 2018 "Connecting your clients to their Northern Kentucky roots: Partnering with Horizon Community Funds"
Nancy Grayson with Horizon Community Funds of Northern Kentucky
September 20, 2018 "Aging: Costs and Considerations of Senior Care"
July 19, 2018 “Post-Mortem Planning Opportunities”
Mark Noel with Graydon Law
March 15, 2018 "Business Owners Tax Savings Strategies & Top 10 Mistakes in Tax Planning"
Bill Hesch
November 16, 2017 TBD
September 21, 2017 "Elder Law"
Robert L. McClelland, JD, LLM, CELA with ElderLawLexington, the firm of McClelland & Associates, PLLC
July 20, 2017 "LIRP & Alternative Retirement Strategies for High Wage Earners."
Mr. Mark Berry, CFP, CLU with Lincoln Financial Distributors
May 18, 2017 "Cyber Security"
Ms. Lauren Gorte, with Chubb's Financial Lines division
March 16, 2017 "News from the Heckerling Institute"
Chris Staples with Hilliard Lyons Trust Company
January 19, 2017 2017 Economic & Market Outlook
Dr. Martin Giesbrecht & Mr. John Melville
November 17, 2016 Business Transition Planning
Chad Forsberg, J.D., LL.M.
September 15, 2016 Daughters in Charge: Learning to Lead in Your Family’s Business
Dr. Amy Katz with Daughters in Charge
July 21, 2016 Little Things Mean A Lot: Tips for Dividing Art and Collectibles in Divorce or Death
Morgan Rigaud with BRYSON Estates & Appraisal Services
May 19, 2016 2016 Social Security Update
Marc Kiner with Premier Social Security Consulting
November 19, 2015 December Tax planning for 2016
Greg Lamping,CPA with Rudler & Associates, Inc., CPA's
September 17, 2015 New Face of Estate Planning in Light of Portability
Panel Discussion
July 16, 2015 Planning for the Future: Retirement and Elder Care
May 21, 2015 New KY Trust Code: What You Need to Know (includes comparison to OH Trust Code)
Jill Scherff, Esq. with Dinsmore & Shohl LLP
March 19, 2015 News from the Heckerling Institute
Robert Beuchner, Esq. with Buechner Haffer Meyers & Koenig Co., L.P.A.
January 15, 2015 2015 Economic & Market Outlook
Dr. Martin Giesbrecht & Mr. John Melville
November 20, 2014 Income Tax Update for You and Your Clients
Scott Malof - Malof & Associates CPA's
September 18, 2014 Affordable Care Act (ACA) Timelines: Past, Present, and Future
Dan Morse - Benefits Network Insurance
July 17, 2014 Avoiding Pitfalls and Roadblocks in Business Succession Planning
Aaron H. Kaplan from Taft Stettinius & Hollister LLP
May 15, 2014 Working with Next Gen Clients
Brent Boden, CFP® of Tri-City Insurance Service, Inc., Chris Flores of Lincoln Financial Advisors and Deren Worrell, J.D. of PNC Wealth Management
March 20, 2014 Hot Topics from the Heckerling Institute
Julie Tarvin with Taft Law
January 16, 2014 2013 Status Check on the Economy and Markets
Mr. John Melville, CFA (with introductory economic perspectives by Wayne Jankowske)
November 21, 2013 Estate Planning – The top 5 things to do by year-end
William E. Hesch, Esq, CPA, PFS
September 19, 2013 Retirement Distribution Planning
Thomas M. Zalla, CFP®
July 18, 2013 Living Wills & DNR’s
Sr. Mary Luann Bender, SND of St. Charles Community
May 16, 2013 The Endow Kentucky Tax Credit
Suzanne Rolhfs of The Greater Cincinnati Foundation
March 21, 2013 Hot Topics from the Heckerling Institute
Bob Buechner of Buechner, Haffer, Meyers & Koenig, Co., LPA
November 15, 2012 The Kentucky Inheritance Tax - Improving the Return Preparation Process
Jim Orr of the Kentucky Department of Revenue
September 20, 2012 KFC: KNOWLEDGE, FLEXIBILITY & CONTROL: The Good, the Bad & the Ugly of Life Insurance for Estate Planning in the Current Environment
Joe Steele, CLU, ChFC of Metropolitan Life
July 19, 2012 Behavioral Selling: What is your Style?
Ms. Antonette Lucente
May 17, 2012 The “SLAT" or Spousal Lifetime Access Trust
Mr. John Price
March 15, 2012 The V.A. Aid & Attendance Benefit
Mr. Al Whitehead of U.S. Benefits Analysts
January 19, 2012 2012 Economic & Market Outlook
Dr. Martin Giesbrecht & Mr. John Melville
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