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
06
June
The Mount Vernon Grand Hotel
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
The Mount Vernon Grand Hotel, Mount Vernon, Ohio
07
June
The Fawcett Center
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
6:30 pm
The Fawcett Center, Upper Arlington, Ohio
08
June
Middleburg Heights - Crown Plaza
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Lauren Cooper
1:00 pm
Middleburg Heights - Crown Plaza, Middleburg Heights, Ohio
13
June
New Prospect Baptist Church
Tuesday
[FREE EVENING SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
6:00 pm
New Prospect Baptist Church, Cincinnati, Ohio
14
June
Wigwam Event Center
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
Wigwam Event Center, Pickerington, Ohio
14
June
Cooper, Adel, Vu & Associates - Chillicothe Office
Wednesday
[FREE EVENING SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Ted Brown
6:00 pm
Cooper, Adel, Vu & Associates - Chillicothe Office, Chillicothe, Ohio
15
June
VFW Post 8445
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
10:00 am
VFW Post 8445, Wapakoneta, Ohio
15
June
Comfort Inn - Wadsworth
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
1:00 pm
Comfort Inn - Wadsworth, Wadsworth, Ohio
15
June
American Legion Post 707
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
2:00 pm
American Legion Post 707, Englewood, 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!