EDUCATION SERIES | DECEMBER PROGRAM

WEDNESDAY, DECEMBER 18, 2024
HYBRID

8:30 AM  Registration and Coffee Social

9:00 AM  Understanding Private Banking – Defining Purpose and Value 
                Joseph F. Fragapane, MBA | First National Bank of Pennsylvania

10:00 AM  Washington Legislative Update - Tax and Estate Planning
                  Matthew F. Kadish, JD, LL.M. | Frantz Ward, LLP

Attending/Location

In Person  6000 Freedom Square Dr.

                   Independence, Ohio 44131

                   (Lower Level)

Virtually  Zoom
                Details will be provided during the registration process

Program Fees

• In Person
• • Members: $0.00
  • Nonmembers: $50.00
• Virtual
• • Members: $10.00
  • Nonmembers: $60.00

Continuing Education

Programs are submitted for 2 of the following continuing education credits: Insurance, CFP, and Legal.  Accounting and PRP are self-reporting.

NOTE: If you participate in the program virtually, you are required to answer all poll questions to receive credit. Partial credit cannot be granted for Insurance or CFP.