7:45am - 8:30am
Economic & Legislative Update
The economy and the legislature are constantly changing. Stay up to date on what they have been up to and how it affects you and your clients is no easy task.
8:30am - 9:15am
Panel Discussion | E-Discovery
More and more the important document that you need to prove your case is electronically stored. Learn the proper questions you need to ask to get access to these documents.
9:15am - 10:00am
Substance Abuse
Made mandatory by the Ohio Supreme Court.
The pitfalls of falling prey to a substance can destroy much more than just a career.
10:15am - 11:15am
Estate Planning with a Crystal Ball
You never know what the future holds, however there are ways to get a glimpse into what it might do. It is like having your very own crystal ball!
11:15am - 12:15pm
Marketing & Electronic Communications Panel
In today’s age, it is harder than ever to get new clients. Learn techniques and strategies to help you decide what the best way is for you to find new clients.
1:00pm - 2:00pm
Professionalism, Minimizing Malpractice Exposure
Another one of those mandatory hours however, being professional even with those who are not can make you and your clients money.
2:00pm - 2:30pm
Asset Documentation and Archiving
A strong document management system is important because it protects you from getting in trouble with your clients, the authorities, and the Court.
2:30pm - 3:00pm
The Cost of Investing – Advisors, Fees and Expense
How much is too much? How do I know I can trust that advisor? There are always warning signs, learn how to make sure to not miss them.
3:15pm - 4:15pm
Ethics Panel
Do not miss out on the trifecta of mandatory hours as you learn about new ways to deal with difficult situations while being ethical.
4:15pm - 5:15pm
Income & Investing for Fiduciary Accounts
There is always the age old question as to where you should put your money. That question is even more difficult when you are doing it on someone else’s behalf.