Planning for Non-Traditional Families sponsored by PNC Wealth Management
Please arrive at 11:30 am for networking time in advance of lunch.
Lunch will be served at noon with the meeting beginning at 12:20 pm.
About the Program
Non-Traditional families are the new traditional family. This presentation will review estate planning techniques and considerations for unmarried couples, grandparents raising their grandchildren, and other relatives and non-relatives living together.
About the Speaker
Kate is an attorney with McDonald Hopkins LLC, where she advises clients in the areas of estate and charitable planning, estate administration, taxation, corporate law, and employment benefits planning for both individuals and corporations.
Dana Marie DeCapite ∙ 2016-2017 Program Chair
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. Meeting cost is $25 for members when paid in advance before noon 12/12/16, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 12/09/16). If you reserve and are unable to attend, please call the office to cancel by noon 12/12/16 to avoid a no-show reservation billing.
Continuing Education – EPC Cleveland will request credit for this program from the CFP® Board of Standards for CFP® designation holders, from the Supreme Court of Ohio for Ohio attorneys, and from the Ohio Department of Insurance. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
To Reserve click "Register Now!" Below
We are grateful for the support of our sponsor:
Parking Options-
Option 1: Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave., entrances on Euclid & Prospect) to those who enter after 11:01 am and exit before 2:29 pm. Guests should present ticket to the reception desk at The City Club for validation. After validation and if within the timing restrictions, the parking fee is $3.
Option 2: Through a special arrangement between The City Club and The Metropolitan at the 9 (2017 E. 9th Street, Cleveland, Ohio 44115), guests are able to take advantage of a $10 valet rate. To take advantage, tell the valet you are attending an event at The City Club. Once at The City Club, pick up a blue ticket from the reception desk. Present this ticket to the valet upon claiming your car. This option is available to those who park at or later than 11:01 and pick up their vehicle before 2:29 pm.
*Prices and timing restrictions subject to change without notice.
