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Fifteenth Annual Select Strategies for Insurance and Estate Planning Seminar
A valuable no-cost seminar for Insurance, Investment and Financial Planning Professionals and CPAs
Friday, October 10, 2008 |
|
11:30 AM - 12:15 PM | Registration |
12:15 PM - 12:30 PM | Introductory Comments |
12:30 PM - 4:30 PM | Presentations |
4:30 PM - 5:30 PM | Home Study Exam |
Embassy Suites, Rockside
5800 Rockside Woods Blvd.
Independence, Ohio 44131
216-986-9900
Dear Colleagues,
We are pleased to present this invitation to you for our 15th Annual Select Strategies Seminar. Last year, we had about 450 Financial Advisors, CPA's and Insurance Agents in attendance and are expecting a larger turnout this year. We expect a full capacity turnout for the Grand Ballroom at Embassy Suites, so please register early.
I would like to extend a special thanks to all of our sponsors who provide financial support for our seminar. As you might expect, putting on a seminar for so many attendees is a substantial expense and their contributions help us to bring this seminar to you at no cost. Please keep them in mind for the services they provide.
We look forward to seeing you on October 10!
N. Lindsey Smith
Earn up to 19 Hours of CE Credit!
Continuing Education Credits:
- Ohio Department of Insurance (19 hours) NOW REQUIRES NATIONAL PRODUCER NUMBER
- Certified Financial Planner Board of Standards (11.5 hours)
- CIMA credits (4 hours)
- Ohio Board of Accountancy (19 hours)
These CE credits represent in-class presentations (4 hours credit) and the home-study course EXAM (15 hours credit). The home-study course is Fundamentals of Estate Planning. The exam pass rate last year was 89%.
Online Registration Form
Please use the form below to register for this seminar.
You may alternately print and fax or mail this form to Smith and Condeni.
Fax: (216) 771-3387
Smith and Condeni LLP
Attn: Kim Sotak
600 East Granger Road
Second Floor
Cleveland, OH 44131
After you submit this form you will have access to additional course materials.
An email confirming your registration will be sent to the email address you provide.
