Professional Development Meeting

December 13 | 8:00 - 9:45 am

8:00 - 8:15 am ... Breakfast and Welcome
8:15 - 8:30 am ... Annual meeting
8:30 - 9:45 am ... Program

Cohen & Company,
3500 Embassy Parkway, Suite 100 | Akron, OH 44333 directions

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$18 for members | $25 for not-yet members
Reservation/Cancellation Deadline:
Friday, December 7, 4:00 pm

Approved for 1.25 CFRE credits; documentation

Meeting has sold out. Please consider registering for the Proposal Writing SPARK TANK.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Year-End Fundraising Essentials:
Updates on Taxes and Charitable Planning

year-endAre you ready for the influx of year-end donations ... as well as the questions that go with them? Our December program will focus on easy-to-understand info on what's important to know for year-end fundraising!

Rachel Roan, CPA, will give a tax update centered around Estate and GST changes, charitable changes, and a little cryptocurrency.

Laura Springer, CFP, CRPC, from Sequoia will discuss a few case studies regarding charitable planning techniques that she has structured for her clients.

 

 

Rachel Roan, CPA

Senior Tax Accountant, Cohen & Company

Rachel RoanRachel graduated Summa Cum Laude from The University of Akron in Fall 2012 and began working at Cohen & Company in January 2013 as a Tax Accountant. In May of 2014, she graduated from the University of Akron with a Master of Taxation.

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handouts

 

Laura Springer, CFP, CRPC

Senior Manager, Private Client Services, Sequoia Financial Group

Laura SpringerLaura Springer is a CERTIFIED FINANCIAL PLANNER™ with Sequoia Financial Group. She focuses on working with individuals to understand their short and long-term financial goals and provides guidance regarding tax-efficient savings strategies, estate and insurance planning and investment management.

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handouts

 

 

Ten Star Gold ChapterFriends of Diversity Award

AFP Northeast Ohio Chapter | © 2015-2019 AFPNEO. All rights reserved.

Vondea Sheaffer, President | Vondea.Sheaffer@vased.org

PO Box 1286, Bath OH 44210 | 330-329-2472 | Fax 330-315-0399 | info@AFPNEO.org

 

Designed & hosted by Jacq Connect

 

 

Ten Star Gold Chapter

 

Friends of Diversity Award

AFP Northeast Ohio Chapter
© 2015-2017 AFPNEO.
All rights reserved.

Vivian Leggett, MSN, RN, NE-BC, President
vleggett@aultman.com

PO Box 1286, Bath OH 44210
330-329-2472 | Fax 330-315-0399
info@AFPNEO.org

 

Designed & hosted by
Jacq Connect