Upcoming EventsCharitable Gift Planning at Any AgeDecember 12, 2024, 7:45AM - 10:30AM DoubleTree Independence | 6200 Quarry Lane, Independence, Ohio 44131 7:45am - Registration/Breakfast Speakers: Lia Jones from Keybank Private Bank and Jennifer Barnes from Pease Bell This program will demonstrate how charitable gift planning can leave a lasting legacy while also achieving personal and financial goals for your donors and clients. There are multiple options for every life stage. Lia Jones, JD, Senior Vice President at Key Private Bank, and Jennifer Barnes, CPA, MT, Partner, Tax Advisory Services, Pease Bell will share how you can create meaningful charitable gifts at any life stage – from financial goals while building your family to managing long-term plans while career building to life transitions in retirement and beyond. Cost to Attend:
NOCGP Members: $45 Register Now |