Free Workshops
300+ no-obligation educational workshops annually
We hold 5-6 seminars and webinars every week, year round, across Ohio.
These free informational workshops are designed to help you keep more of your
hard-earned money in your pocket.
Learn ways to minimize taxes and maximize your IRAs.
Find out about strategies to preserve & protect your assets
through sickness and at your death.
Topics include:
- Optimize your Social Security benefits
- Minimize taxes on retirement accounts
- Reduce or eliminate capital gains tax on real estate & investments
- Get the most from gifts to your church or charity
- Avoid the cost & delay of probate
- Protect your kid’s inheritance from creditors, predators & divorce
- Preserve your assets from long term care expenses
Free Seminars and Webinars
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
The Mount Vernon Grand Hotel, Mount Vernon, Ohio
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
The Fawcett Center, Upper Arlington, Ohio
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Lauren Cooper
Middleburg Heights - Crown Plaza, Middleburg Heights, Ohio
[FREE EVENING SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
New Prospect Baptist Church, Cincinnati, Ohio
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
Wigwam Event Center, Pickerington, Ohio
[FREE EVENING SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Ted Brown
Cooper, Adel, Vu & Associates - Chillicothe Office, Chillicothe, Ohio
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
VFW Post 8445, Wapakoneta, Ohio
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
Comfort Inn - Wadsworth, Wadsworth, Ohio
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
American Legion Post 707, Englewood, Ohio
Seminar Locator Tool
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Interested in having us speak at your workplace, club, or church?
At no cost to you we can present on a variety of topics, including:
Taxes, Retirement Planning, Social Security, Estate Planning, and Nursing Home Planning.
The presentations can be short, informative, and fun!