Professional Seminar Series

Cincinnati Children’s is proud to offer an annual complimentary continuing education series to the Professional Advisor community.

The next seminar will be held on November 4, 2025.

Online registration has now closed. If you’d like to attend the event, please reach out to: Deborah.Ogden@cchmc.org.

Seminar offers 2.0 Continued Education Credits to:

Ohio Supreme Court and OSBA Certified Specialist for Estate Planning, Trust & Probate Law, Kentucky Bar Association, Indiana Supreme Court, Ohio Department of Insurance, Accountancy Board of Ohio, Accountancy Board of Kentucky, Certified Financial Planner Board of Standards, and American Bankers Association.

Previous Speakers & Topics Include:

• Professor Christopher R. Hoyt, JD, Charitable Uses of Retirement Assets

• Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP, Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

• Kathryn Miree, JD, Charitable Gift Planning Trends and Tactics

• Samuel A. Donaldson, What the Cool Kids Are Doing in Estate Planning 

• Turney Berry, Bright and Shiny New Ideas, Charitable and Otherwise 

• Jeff Lydenberg, Charitable Giving Under the New Tax Law