Agenda

Atrium Medical Center Foundation 24th Annual Estate and Tax Planning Professional Seminar Friday, November 4, 2022.

Time

Schedule

Agenda

 

7:30 a.m.

Registration

 

8:15 a.m.

Welcome

  

Mike Stautberg
President, Atrium Medical Center Foundation

Dr. Keith Bricking
Chief Clinical Officer, Premier Health, Former President, Atrium Medical Center

1.5 hours

8:30 - 10 a.m.

Current Economic Environment & Preparing for Ownership Succession

  

Steve McConley

Scott Wren

10 min

10 - 10:10 a.m.

Break with Vendor and Health Fair

1 hour

10:10 - 11:10 a.m.

Incentive Compensation Arrangements – A Discussion of Alternatives to Attract, Retain, and Reward Employee Performance and Promote Company Growth

  

Christopher D. Freeman, JD

Margaret G. Kubicki, JD

10 min

11:10 -11:20 a.m.

Break with Vendor and Health Fair

1 hour

11:20 a.m. - 12:20 p.m.

Year-End Tax Update

 

Candice DeClark Peace, JD, CPA

50 min

12:20 - 1:10 p.m.

Lunch Break with Vendor and Health Fair

  

LCNB National Bank

Presenting Sponsor

Afternoon Track Sponsors

Wells Fargo Advisors

Clark Schaefer Hackett

Johnson Investment Counsel

Katz Teller

Lincoln Financial Advisors

  

Track I

Track II

Track III

Track IV

    

*Attorneys only

*CPAs only

1 hour

1:10 - 2:10 p.m.

Succussion Planning – The Importance of a Coordinated Strategy

All in the Family:
Multigeneration Income Planning with Annuities

Professionalism

CPA Ethics
Part I of II

  

Karina Horton

Robert Vashko, JD, CFP, CFS

George D. Jonson, JD

Paul Fiorelli, JD, MBA

10 min

2:10 - 2:20 p.m.

Break with Vendor and Health Fair

1 hour

2:20 - 3:20 p.m.

Making Sense of the Federal Reserve

Medicaid Law

Ethics—A Code of Professional Responsibility

CPA Ethics
Part II of II

  

Steve P. Wilson

Ralph J. Conrad, JD

George D. Jonson, JD

Paul Fiorelli, JD, MBA

10 min

3:20 - 3:30 p.m.

Break with Vendor and Health Fair

1 hour

3:30 - 4:30 p.m.

Market Update

Social Security Update

Substance Abuse

CPA Ethics is only 2 parts

  

Charles Rinehart, CFA, CAIA

Kelly S. Draggoo

Theresa Busher

Craig Cleveland, MD

 

    

30 minutes presentation for a total of 6.0 CLE

Must attend all sessions for CPA Ethics Credit

6.0 - 6.5 hours total

4:30 p.m.

Closing Comments and Continuing Education Procedures

Tracks I and II are open to all attendees (attorneys, accountants, financial planners, insurance agents, and trust officers.)

*Track III is for legal professionalism credit and Track IV is for CPA ethics credit.