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January 2026 Back to Top

Monthly Program Meeting  
Friday, January 23, 2026 7:45 AM - 9:30 AM
Wyndham Independence, 6200 Quarry Ln, Independence, OH 44131


Working with Aging Donors

Why Attend?

  • Understand how aging and dementia impact decision-making
  • Learn legal and medical best practices when working with aging donors
  • Clarify mandatory reporting requirements
  • Gain practical strategies for proactive planning and family communication
  • Discuss real-world scenarios with expert panelists

Register Now

Speakers:
Jennifer E. Peck, Esq., Solomon, Steiner & Peck, Ltd
Dr. Jennifer Drost, Summa Health
View Speaker Bios

This program addresses critical issues faced by professionals when interacting with aging populations, particularly those experiencing cognitive changes. The session will provide essential background information on brain changes associated with aging and dementia, examining how these changes impact decision-making capacity. It will also cover mandatory reporting requirements. The program will emphasize best practices for proactive planning to minimize ambiguity in reporting or disclosing sensitive issues to family members before an incident occurs. The presentation will conclude with a panel-style discussion utilizing real-world scenarios, addressing these complex situations from both medical and legal standpoints.

Agenda:

7:45 AM - Registration/Breakfast/Networking
8:20 AM - Announcements and Introductions
8:30 AM - Program
9:30 AM - Adjourn

Cost to Attend: 
Members: $45 | Non-Members: $60
Attendance PLUS Membership: $145

February 2026 Back to Top

Monthly Program Meeting  
Friday, February 13, 2026 7:45 AM - 9:30 AM

Save the Date

Giving with Non-Cash Assets 

Speaker:
Laura Malone

March 2026 Back to Top

Monthly Program Meeting  
Friday, March 13, 2026 7:45 AM - 9:30 AM

Save the Date

Estate Administration and Donor Stewardship

Panel Discussion

April 2026 Back to Top

Monthly Program Meeting  
Friday, April 10, 2026 7:45 AM - 9:30 AM

Save the Date

Working with Family Offices - A Panel Discussion

Panel:
Brian Tullio (Moderator) 
Stacey Langal
Michael Novak

May 2026 Back to Top

Planned Giving 101-301  
Friday, May 8, 2026 8:15 AM - 12:00 PM

Save the Date

September 2026 Back to Top

Planned Giving Day  
Thursday, September 17, 2026 - All Day


SAVE THE DATE!



   
 
 
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