Free Workshops
300+ no-obligation educational workshops annually
We hold 5-6 seminars 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
26
September
The Hotel at Oberlin
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Lauren Cooper
1:00 pm
The Hotel at Oberlin, Oberlin, Ohio
26
September
The Jessing Center
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
6:30 pm
The Jessing Center, Worthington, Ohio
27
September
Blanchester Public Library
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
1:00 pm
Blanchester Public Library, Blanchester, Ohio
27
September
Coshocton Village Inn & Suites
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
Coshocton Village Inn & Suites, Coshocton, Ohio
28
September
Quality Inn & Suites Bellville-Mansfield
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
10:00 am
Quality Inn & Suites Bellville-Mansfield, Bellville, Ohio
03
October
Bent Tree Golf Club
Tuesday
[FREE EVENING SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
6:30 pm
Bent Tree Golf Club, Sunbury, Ohio
04
October
Fairfield Community Arts Center
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
1:00 pm
Fairfield Community Arts Center, Fairfield, Ohio
05
October
Vandalia Recreation Center
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
1:00 pm
Vandalia Recreation Center, Dayton, Ohio
No event found!
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!