ESTATE PLANNING COUNCIL OF CLEVELAND

Please note the special time and location of this program!
8:00 am - 9:30 am
Corporate College East, 4400 Richmond Rd., Warrensville Hts., OH 44128

About the Program
The purpose of this presentation is to help financial advisors answer the difficult questions of “how much do I give my family?” and “when do I tell them about my wealth?” Attendees will gain a greater understanding of the steps that families can take to healthy governance, and ways to better engage the next generation. The presenter will also discuss how to understand the differences in generations, and how those impact family communication.   An overview of how philanthropy can play a part in this process, and description of exercises that advisors can use in their practice to help with family issues,  will round out the seminar.

About the Speaker
Michael has spent over twenty years in the field of wealth management, working with ultra-high net worth individuals and families, managing their overall financial, estate, investment and income tax affairs.  In 2007 he founded Wellspring, a boutique multi-family office.  Wellspring currently services around 45 individual families with assets of over $2.4 billion. Professional affiliations include the Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, Personal Financial Specialist of the AICPA, and Accredited Estate Planner.  He was a former President and Board Member of the Estate Planning Council of Cleveland, serves on the Cleveland Museum of Art’s Gift Planning Advisory Committee, the Jewish Community Federation’s Professional Advisory Council Steering Committee, The Cleveland Foundation’s Philanthropy Committee, and University Hospital’s Diamond Advisory Group. Michael is also civically engaged in the Cleveland community.  He is a graduate of Leadership Cleveland and Cleveland Bridge Builders.  He is the current Vice Chair and board member of Bluecoats, board member of the Ronald McDonald House of Cleveland, and Chairman of the Board of the Gesu Endowment Fund. 

Dana Marie DeCapite ∙ 2016-2017 Program Chair

Reservation Policy – All attendees are encouraged to register on or before 05/15/17 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 05/15/17, $40 for members at the door, $40 for guests, and $200 for a table of six (please submit names to admin@epccleveland.org by 05/12/17).  If you reserve and are unable to attend, please call the office to cancel by noon 05/15/17 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.  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.

EPC Cleveland is grateful for the support of our sponsor: