Join the Cleveland Foundation for a virtual Continuing Education Seminar on Wednesday, September 23, 2020
The Unprecedented New Normal: How Professional Advisors Can Navigate Through the Current Environment
David Lenz, Managing Partner at Schneider Smeltz Spieth Bell will be part of a distinguished group who will engage a conversation surrounding COVID-19 and its ongoing effects on the economy, stock markets, racial equity, advisor-client relations and estate and tax planning opportunities.
REPLY BY TUESDAY, SEPTEMBER 22 to: rsvp@clevefdn.org
Zoom information to be sent upon receipt of RSVP
Speakers:
Susan D. Krantz, CPA, CGMA
Partner
Zinner & Co.
David M. Lenz, Esq.
Managing Partner
Schneider Smeltz Spieth Bell LLP
Michael T. Novak, CPA, PFS, AEP
Founder & Managing Director
Wellspring Financial Advisors
AGENDA
12:10 p.m. Welcome remarks
12:15 p.m. Panel discussion
1:15 p.m. Q & A
1:30 p.m. Program concludes
