Annual Election and Social
Date: Wednesday, December 7, 2022
Time: 4:00pm - 7:00pm
Location: H2's Medina Location
Speaker: Nominations Welcome
Please join us for our annual meeting, elections and social at H2 Wine Merchants Medina location (221 S. Court St., Medina OH 44256). Please let Meredith know if you plan to attend.
The EPC Board of Directors welcomes any nominations for new board members or officers. Please send those to Randy Fuerst at fuerstr@ccf.org by Monday December, 5th.
We received many responses to the 2023 suggested topic list survey at the last quarterly luncheon. If you weren’t at the meeting and have preferences from the list below please email them to Randy Fuerst. If you would be willing to speak on one of these or have a suggested speaker please let a board member know.
- Secure Act 2.0 and impacts on IRA beneficiaries
- Second marriages and estate planning
- Planning around pre-nuptial agreements
- Informing charities of intent within estate plans
- Disaster recovery/cybersecurity threats
- Year-end planning panel discussion
- Planning around second homes in different state/country of residence
- Roth conversion planning
- Qualified domestic relations orders (QDRO)
- Powers of Attorney and banks/financial institutions
- Student loan forgiveness
- Special needs estate planning
- Reasons for creating a trust
- Irrevocable Insurance Trusts
