Professional Advisors Seminar
28th Annual Estate and Tax Planning Professional Seminar
NEW DATE! Friday, October 30, 2026
On behalf of the Premier Health Hospital Foundations and our seminar sponsors, thank you for your interest in our annual seminar. The Foundations are proud to offer this seminar free to area estate and tax planning professionals thanks to the generous support from presenting sponsor Wells Fargo Advisors; session sponsors Clark Schaefer Hackett, Johnson Investment Counsel, Katz Teller, and Northwestern Mutual; breakfast and lunch sponsors Park National Bank and LCNB Wealth; and break sponsors www.OhioLocalTax.com and Thompson Hine.
On Friday, October 30, seminar check-in will start at 7:30 a.m. and will have more than six hours of presentations from 8:30 a.m. to 4:30 p.m.
Attendees will have the opportunity to earn continuing education credits from the Accountancy Board of Ohio, Certified Financial Planners Board of Standards, Institute of Certified Bankers, Ohio Supreme Court Commission on CLE and Ohio Department of Insurance. (Approximately six hours are expected from each of the different CE organizations. Insurance credit requires all-day attendance).
Savannah Center
5533 Chappell Crossing Boulevard
West Chester, Ohio 45069
Located conveniently near I-75 and Union Centre Boulevard.
Thanks to an outstanding team of volunteers, speakers, and sponsors, we anticipate more than 400 guests. This informative event offers knowledgeable speakers, the opportunity to visit sponsor tables, a hospital health fair, and valuable networking opportunities. If you have questions, please contact us by email or call (513) 974-5144.