Social Security Fundamentals and Disablity Planning for your Clients

Date: Friday, August 21, 2015
Time: 9:45am - 5:00pm
Location: Catawba Island Club
Speaker: William Schults, Esq and Kirk Roose, Esq

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.



See Upcoming Event Calendar