NAIFA Cleveland

 Educational Program – 2 hrs LIVE CE

 Voucher for up to 12 Additional CE online

 Wine Tasting Social following CE

Developments in Estate Planning Trust Law-Forecast

for 2009 and Beyond

PRESENTERS: Hillary B. Taylor, Buckingham, Doolittle & Burroughs, LLP

David W. Woodburn, Buckingham, Doolittle & Burroughs, LLP

Ronald F. Wayne, Buckingham, Doolittle & Burroughs, LLP

Present economic stability and stock market woes seem to be the topic of discussion in many circles these days. Financial advisors, planners and insurance professionals are fielding questions from clients addressing these and many other planning topics. Join us for an educational forum presented by Buckingham Doolittle & Burroughs attorneys Hillary Taylor, Ronald Wayne and David Woodburn. The discussion will cover current developments in Estate Planning including an update on the Ohio Trust Code, ILITs and Life Insurance, Gifting/Estate Planning in the low interest rate market, and what to expect with the Federal Estate Tax under the new Presidency. This presentation is a MUST SEE for everyone in the insurance and financial services profession. Applications for continuing education credits for 2 hours of insurance CE, CLE, PACE, & CFP credits have been made with approval pending.

Your attendance will also earn you a CE Voucher for up to 12 additional hours of insurance continuing education, valid for 13 months from date of issue. Even if you don’t need extra CE this year, you won’t want to miss this fantastic presentation.

Wine Tasting Event: 5:30 to 7:00 PM – Wine Tasting Event – Enjoy tasty hors d’oeuvres paired with carefully selected red and white wines. A wine purveyor will be on hand to share tasting tips and a description of each wine and the vineyard from which it originated.

For Reservations:

Fax this form to 216-696-2582, call 216-241.3909 ~ or ~

Mail to: NAIFA Cleveland 1120 Chester Avenue, Suite 470 Cleveland, OH 44114

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Fall Education Program & Wine Tasting: $60 Members $ 70 Non Members

Fall Education Program Only: $35 Members $40 Non Members

Wine Tasting Only: $35 Members $40 Non Members

* Cancellation Policy: If registered, you are responsible for the fee even if you do not attend. To receive a full refund, reservations must be cancelled before noon the day prior.

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Checks can be made payable to: NAIFA Cleveland& mail to:1120 Chester Avenue, Suite 470Cleveland, OH44114

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