$0 – $50

The John L. Sauter Estate Planning Seminar 2017

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The Boat House Restaurant

679 West Spring Street

Confluence Park

Columbus, OH 43215

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We welcome all professionals to attend the 7th annual John L. Sauter Estate Planning Seminar on November 17, 2017.

This event is held at the Boathouse of Confluence Park restaurant in downtown Columbus with free parking!

Applications have been made to the Ohio Supreme Court, Ohio Department of Insurance, Accountancy Board of Ohio and Certified Financial Planners Board of Standards.

The morning will consist of 4 presentations by our invited speakers.


Probate Court Update by Judge Terre L. Vandervoort of the Fairfield County Probate Court

The Donor Fund- Augmenting Excellent Philanthropic Planning by Christopher Kelly, VP Planned Giving Product Specialist at PNC Bank

Social Security Claiming Strategies by Tom Vorisek & Erica Thomas, Vorisek Financial Corporation

Update from Washington by Michael Kenyon, National Association of Charitable Gift Planners


Brief schedule of seminar
7:30am Registration and continental breakfast available
8:00am Introduction & Welcome from PNC
8:10am Speaker #1
8:55am Speaker #2
9:55am Break and snack available
10:10am The Catholic Foundation
10:15am Speaker #3
11:00am Speaker #4
11:45am Lunch reception


Plese register via Eventbrite and choose the applicable ticket type. If you are a sustaining member of our Professional Advisor Group for FY18, please select the sustaining PAG ticket and register. If you are NOT a sustaining PAG member, please select the General Entry pass and complete registration and payment for attendance ($50). If you are an employee of PNC Bank, co-sponsor of the seminar, please select the PNC ticket and register. The organizer of this event will confirm correct registration.

As a sustaining member of the Professional Advisors Group at The Catholic Foundation, one may attend the seminar at no cost. Please contact The Catholic Foundation to learn more about this group and how to join!

After registering via Eventbrite, you will recieve email notification of any updates made on the event. Please direct all quesitons or comments to Megan Polk, Administrative Coordinator at The Catholic Foundation. Her email is mpolk@catholic-foundation.org and may be reached by phone at 614-443-8893.









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Date and Time

Location

The Boat House Restaurant

679 West Spring Street

Confluence Park

Columbus, OH 43215

View Map

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