UPCOMING FINANCIAL EDUCATION

Tracking Endowments, Investments, and Fiduciary Responsibility

• A deeper understanding of how community foundations steward endowed funds
• Insight into balancing donor intent with prudent investment practices
• Strategies for helping clients align their charitable planning with long-term financial goals
• A refresher on fiduciary obligations related to charitable assets. 

Presenter:

Larry Carone, CFA, CAIA
Clearstead, Institutional Consulting Group

Lawrence M. Carone joined Clearstead in 2019. As a Senior Managing Director, he provides strategic advice to foundation and endowment clients. Larry has over 20 years of experience working with institutional investment clients ranging from $1 million non-profits to a $900 billion sovereign wealth fund. 

Lunch is provided at no cost. Space is limited and reservations are required. Click the link below or call the office at 614-764-2332 by Thursday, July 17, 2025, to reserve your space.

• For pending CFP credit, provide full name and last 4 digits of SSN or CFP Board ID
• For pending CLE credit, provide full name and Ohio Bar #

PAST PROFESSIONAL ADVISORS EDUCATION

Regulatory & Legislative Update for Professional Advisors

Thursday, September 12 2024 | 11:45 AM – 1:15 PM

Stay ahead of the curve with critical insights into Ohio’s fiscal landscape, emerging economic trends, and the legislative and regulatory environment impacting professional advisors. Gain a comprehensive understanding of key issues shaping the state’s business community, the Ohio General Assembly’s priorities, and the potential implications of the upcoming state and federal elections.

Unlock the Potential of Private Markets: In today’s fast-evolving financial landscape, the private market emerges as a frontier of opportunity for high-net-worth individuals and institutions. Discover why and how affluent investors are turning their gaze towards these exclusive markets, from the allure of portfolio diversification to the tantalizing promise of greater returns.

Key takeaways that will be explored:

• Why invest in private markets?
• Private Equity to Private Debt and everything in between
• How to access top private market managers for individuals
• Strategy and Risk Management

Protecting Vulnerable Clients’ Independence & Quality of Life

Thursday, July 27th 2023 | 11:45 – 1:15 PM

Guardianships and Special Needs Trusts (SNT) provide for the long-term care of individuals with physical or intellectual impairments who cannot provide for themselves, regardless of age. Having the right professional advisors at the table is critical for preserving benefit eligibility and maximizing client independence and quality of life.

Join us as the key takeaways are explored. 

• Types of Guardianships & SNTs, and the situations in which each is most appropriate
• Preservation of public benefit eligibility
• STABLE accounts and distribution provisions
• Administrative issues and best practices to avoid them

SECURE Act 2.0 – Reshaping Retirement

Wednesday, April 5th 2023 | 11:45 – 1:15 PM

The long-awaited and much anticipated “SECURE Act 2.0” has arrived. This bill, signed into law before the end of last year, significantly changes the retirement landscape, including expanded contribution limits and credits, new RMD start dates, enhancements of the SIMPLE and SEP IRA contribution arrangements, penalty-free withdrawal options in 401(k) plans, and matching of certain student loan payments.

Join us as the key takeaways are explored.

Success Beyond the Numbers

June 14, 2022, 4:30 – 6:30 pm

Jen Ostberg – National Director of Family Engagment

Serving clients with a multi-disciplinary team

September 17, 2020

Professional advisor education focused on using a multi-disciplinary team to create a harmonious estate plan for the client.

Presented By

Family based philanthropy & one-time giving opportunities

July 22, 2020

Presented By