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Third Annual Women’s Symposium: Empowering Women. Empowering You.
Tuesday, September 9 -2008 (11 a.m. – 1:30 p.m.)
Brookside Country Club
Gather around the table for the Third Annual Women’s Symposium to meet “A Taste of Ohio History” authors Debbie Nunley and Karen Jane Elliott. Their book features over 100 restaurants throughout Ohio. This symposium kicks off a series of “Lunch & Learn” programs designed to empower women to manage their finances by providing valuable information on tax strategies, investing and estate planning. A lite lunch compliments of the event sponsors: Day Ketterer Ltd., Hall Kistler & Company LLP and Raymond James Financial Services, Inc. will be served at each session. For more information, or to make a reservation for one or all of the lecturers in this series, please contact Samantha at 330.453.7633 or via email at Samantha@hallkistler.com.
Lunch & Learn Series
Identity Theft and How It Relates To Tax Returns
Tuesday, September 16 (11:45 a.m. – 1 p.m. ) at Hall Kistler & Company
Featuring Constance Aycock, EA and Amy Jo Sutterluety, PHD FACSM, Baldwin-Wallace College
Smart Money – From Credit Scores To Investing
Tuesday, September 23 (11:45 a.m. – 1 p.m.), at Raymond James Financial Services Belden Village Office
Featuring Kay Feagles, CFP and Terri Campanelli, Community Outreach Director Consumer Credit Counseling Services
Staying in Shape – Estate Planning and Nutrition
Tuesday, September 30 (11:45 a.m. – 1 p.m.), at Day Ketterer Ltd. Law Firm Day Featuring Attorney Shelia Markley Black and Kathy g. Wise, RD, LD, LDN, CPT, Employee Health & Wellness Manager Mercy Medical Center.
A lite lunch will be served at each session. For more information, or to make a reservation for one or all of the lecturers in this series, please contact Samantha at 330.453.7633 or via email at Samantha@hallkistler.com.
Forming the Family Cottage LLC for The Next Generation
Saturday, July 19 -2008 (9 - 10 a.m.)
Pelee Island, Royal Canadian Legion Hall, West Shore Road
Sharing the family cottage is becoming problematic as sons, daughters, blended families and grandchildren try to deal with a myriad of issues - everything from the logistics of scheduling summer weeks at the cottage to who is responsible for decorating decisions and maintenance. Even more distressing is the financial responsibilities associated with transferring a cottage from one generation to the next. If a succession plan is not in place, this real property asset can create a huge tax bill when the current owners pass away. Estate Planning and Taxation Attorney Richard W. Arnold will help you \ evaluate your current situation and discuss the complex tax and the legal considerations associated with establishing a Family Cottage LLC. Coffee and breakfast will be provided at no charge. Reservations Requested at cottagelaw@day-ketterer.com, or 1-330-458-2034.
If you would like to have this free seminar presented in your lakeside community, please contact Dawn L. Campanelli at dcampanelli@day-ketterer.com.
Cleveland's Women in Business Luncheon Series
Wednesday, September 17, 2008
Cleveland Bar Association
Day Ketterer Attorney John Prelac will present on “Powers of Attorney/ Living Wills/Health Care Powers of Attorney and DNRs at the Ohio Society of CPAs Women in Business Luncheon Series on Wednesday, September 17, 2008. The cost to attend is $25. The luncheon will begin at noon and will be held at the Cleveland Metropolitan Bar Association, 1301 East 9th Street, Second Level. This program is certified for one specialized knowledge credit and Local attorneys, bankers, CPAs and insurance professionals are encouraged to attend. Please register through the Ohio Society of CPAs website www.ohioscpa.com/Public/Catalog/CourseDetails.aspx?courseID=0880548CL.
Attorneys from Day Ketterer recently participated in the following seminars. If you would like more information on these topics, or would like to request one of our professionals to speak at your next event, please contact Dawn L. Campanelli, Chief Marketing Officer.
Understanding Business Real Estate Taxes
@ Walsh University Barrette Business & Community Center
8:00 Registration & Continental Breakfast
DATE: Tuesday, November 20, 2007
Recent Changes in Requirements for Qualified Retirement Plans & Deferred Compensation
@ Stark County Bar Association Conference Room
116 Cleveland Ave., N.W., Suite 400
DATE: Tuesday, November 27, 2007
Electronic Data Discovery: Same Needle/Different Haystack
@ Day Ketterer Law Firm
200 Market Ave. N. (Parking provided in Millennium Centre Deck)
DATE: Wednesday, December 12, 2007
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