Upcoming Chapter Meetings



2018 Programming Dates – Additional Information Coming Soon!


Monthly Education Programs are held on the third Thursday of the month from 8:00-11:00am at the following location, unless otherwise indicated:
Crowne Plaza Cleveland South
5300 Rockside Rd. │ Independence, OH 44131 │ 216.524.0700

All morning sessions include breakfast



Thursday, January 18, 2018:  2018 Updates

Session 1: Tax Update

Session 2: Economic Update


Thursday, February 15, 2018:  Small business owner issues

Session 1: Small Business Retirement Plans

Session 2: Small business Insurance Issues


Thursday, March 15, 2018:  IRS/Tax Topics

Session 1: Client IRS Issues

Session 2: 10 Tax Planning Strategies


Thursday, April 19, 2018:  Unique planning situations

Session 1: Special Needs Trusts & STABLE Accounts

Session 2: Same-sex marriage planning


Thursday, May 17, 2018: Technology for your practice

Session 1: Social Media

Session 2: Cyber security


Thursday, October 18, 2018: Annual Fall Symposium At Tri-C Corporate College East


November TBD: Philanthropic strategies session