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Toledo Chapter - "Collaborative Conversations in Family Financial Planning"
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Toledo Chapter -

When: Thursday, November 21, 2019
9:00 AM - 11:00 AM
Where: Brandywine Country Club
6904 Salisbury Rd.
Maumee, Ohio  43537
United States
Contact: Abbey Riley
(419) 764-4387

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“Collaborative Conversations in Family Financial Planning”

Date: Thursday, November 21, 2019
Time: 9:00 am – 11:00 am
Format: Lecture – 2.0 hours
Location: Brandywine Country Club, 6904 Salisbury Rd., Maumee OH 43537 Phone: 419-764-4387
Presenters: Timothy Roth, CFP, L. Paul Hood Jr., Lee Ann DuBois, Debbie Papay, Tim Roth, Donna Bogan

COURSE DESCRIPTION: This will be a case study presented to a multi-disciplinary audience (CPA’s, Estate Planning Attorney’s, Financial Planning Professionals, Planned Giving professionals and Insurance Representatives) for discussion as to elements to consider and possible solutions to the planning issues uncovered in the case. The case has multiple fictitious clients all related in a family except for the addition of a Key Man component for the business. Fact patterns and issues for each client will be presented to the group and discussion will be held as to how each profession would approach possible solutions for the client. The case is broken down into components that involve Business Succession issues, Business Owner retirement issues, Survivorship issues for the spouse, planning for equality amongst the heirs, Protection Plans, Investment planning, Tax issues, Charitable Giving planning and Long-Term Care planning issues. In addition, participants will discuss family dynamic issues involved in the planning process.

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