7:45am - 8:30am

Economic & Legislative Update

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

Panel Discussion - Electronic Filing

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

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

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

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

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

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

Asset Documentation and Archiving

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

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

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.

Organizer - DiCello Levitt & Casey

DiCello Levitt & Casey is a different kind of law firm – one that combines excellence in class action, mass tort, catastrophic injury, civil rights, and commercial litigation. Practicing nationwide – and internationally – from offices in Chicago and Cleveland, we are an aggressive, attentive, and creative plaintiffs’ firm whose work speaks for itself – billions of dollars in recoveries in some of the highest-profile matters in U.S. history.

Revered by clients and respected by defense counsel, our team gets results.

DiCello Levitt & Casey

Organizer - Carver Financial Group

The advisors/professionals at Carver Financial Services Inc. approach each client with a personalized plan to meet their objectives. Our distinctive level of service is complemented by in-depth knowledge, objective advice, and the comprehensive support and resources of one of the nation’s largest independent financial services firms.

Our clients enjoy immediate and unlimited access to a team of financial professionals with over 100 years of combined experience who are thoroughly familiar with their unique circumstances and objectives – and our clients’ needs are always addressed promptly and courteously.

Securities offered through Raymond James Financial Services Inc. member FINRA/SIPC

Carver Financial Services