Annual Retreat

Date: Friday, August 15, 2014
Time: 8:45am - 5:30pm
Location: Put--In-Bay Ohio
Speaker: Richard Naegele, M.A., J.D., partner in the Wickens, Herzer, Panza, Cook and Batista and Brian Crowe, Regional Representative, Long Term Care Specialist, Pacific Life Insurance

The North Coast Estate Planning Council  

Invites You to Attend their Annual Summer Retreat and Seminar Series at Put-in-Bay

Friday, August 15, 2014

*2 hours of Continuing Education is included and will be offered

Seminar Speakers and Topics are:

Nationally known pension and employee benefits attorney, Richard Naegele, M.A., J.D., partner in the  Wickens, Herzer, Panza, Cook and Batista law firm of Avon, Ohio; Seminar Topic- “Is Your Retirement Plan Really Safe?”

 

Brian Crowe, Regional Representative, Long Term Care Specialist, Pacific Life Insurance Company; Seminar Topic- “Planning and Products for Long Term Care: How to Better Protect Your Client’s Wealth and Retirement!” 

 

Retreat and Seminar Itinerary:

 

            8:45 a.m.      Miller Ferry (www.millerferry.com) leaves promptly from Catawba Island   

                                 Parking is remote so add an extra 10 – 15 minutes to your transportation time!!! 

                                 Address for GPS is 5174 East Water Street Port Clinton, Ohio 43452                                   

         10:00 a.m.   Seminar begins at Put-in-Bay Yacht Club

           12:00 p.m.    Seminar ends and Lunch is served at Put-in-Bay Yacht Club; Cash Bar

             1:00 p.m.    Lunch concludes

             1:15 p.m.    Transport to Heineman Winery and Crystal Cave for Tours

             2:30 p.m.    Transport from Heineman Winery to Downtown

             3:15 p.m.    Socialization, shopping and island exploration

             5:30 p.m.     Miller Ferry Leaves Put-in-Bay for Catawba Island

 

Location of Seminar is :

Put-In-Bay Yacht Club,

536 Bayview Ave.,

Put-in-Bay, Ohio 43456

www.pibyc.org;

                                              

See Upcoming Event Calendar