Professional Advisors
SAVE THE DATE
Featuring Presentations by_ Barbara Culver _ Thomas Pauloski
Barbara Culver - Presentation Topics
  • Client-centered conversation starters
  • Connecting money values and meaningful giving
  • A new look at the concept of legacy
Thomas Pauloski - Presentation Topics
  • Advanced estate planning techniques
  • Tax-efficient wealth transfer strategies
EVENT DETAILS
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Date: Sept. 18, 2019
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Time:  7:30 to 11:30 a.m.
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Cost:   $100 per person
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Continuing education credits have been approved by the Ohio Department of Insurance, Certified Financial Planner Board of Standards Inc., and The Supreme Court of Ohio. Accountancy credits will be self-reporting.
 
Plus: Invite your clients to our free family philanthropy seminar. Learn More  

Questions? Contact Laura Fink at  lfink@akroncf.org or
330-436-5611.


Presented by the Professional Advisor Council of 
Akron Community Foundation


Akron Community Foundation
345 West Cedar St.
Akron, OH 44307
Office Hours:
9 a.m. to 5 p.m.,
Monday through Friday
Phone: 330-376-8522
Fax: 330-376-0202
www.akroncf.org
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