$100 – $700

Continuing Education Course

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Hilton Akron/Fairlawn

3180 West Market Street

Akron, OH 44333

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Join us for the Continuing Education Course featuring presentations by Barbara Culver, the founder of Resonate Inc., and Thomas Pauloski, the national managing director of wealth strategies at AllianceBerstein. Topics will include:

  • Client-centered conversation starters
  • Connecting money values and meaningful giving
  • A new look at the concept of legacy
  • Advanced estate planning techniques
  • Tax-savvy charitable giving strategies


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. Three total credit hours (1.5 for each speaker) can be earned.

Plus: Invite your clients to our free family philanthropy seminar featuring Jim McCool, retired executive vice president of Charles Schwab. Learn More

Tickets are $100 per person or $700 for a table of 8.

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

This event is presented by the Professional Advisor Council of Akron Community Foundation.

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Hilton Akron/Fairlawn

3180 West Market Street

Akron, OH 44333

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