Social Security Fundamentals and Disablity Planning for your Clients
The North Coast Estate Planning Council
Invites You to Attend their Annual Summer Retreat at The Catawba Island Club
Social Security Fundamentals and How It Fits Into Your Client’s Retirement Planning Strategy.
William Schults, Esq.; Underwriters Brokerage Services, Cleveland, Ohio/Pittsburgh, PA
Everything Planners Need to Know about Social Security Disability
Kirk Roose, Esq. of Roose and Ressler, Attorneys at Law, Lorain, Ohio
Friday, August 21st, 2015
*1 hours of Continuing Education is included and will be offered
Retreat and Seminar Itinerary:
9:45 a.m. Golf cart tour of the CIC and surrounding communities
11: 30 a.m. Seminar and lunch begin at the Catawba Island Club - Room location TBD
1:45 p.m. Cruise on the Stouffer’s yacht, the Gemini, around the Lake Erie Islands (Cash
5:00 p.m. Disembark from the yacht
Please see below for optional activities!
Location of Seminar is :
Catawba Island Club
4235 E. Beachclub Road
Port Clinton, OH 43452
Optional Activities that are not sanctioned by the NCEPC:
Golf at the CIC! Tee time is 8:30 a.m. Cost is $85.00 per person and is payable at the time of check-in.
Dinner at the CIC! You and your guest are welcome to stay after the boat ride for a delicious dinner at the CIC! Cost of the dinner will have to be paid by cash or check to one of our CIC/NCEPC members at the conclusion of the meal.