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
07
December
Young's Event Center at Young's Dairy Farm
Tuesday
[LIVE SEMINAR] “Estate Planning & Trusts Seminar” With Attorney Dan Vu
1:00 pm
Young's Event Center at Young's Dairy Farm, Yellow Springs, Ohio
07
December
Blair Conference Center
Tuesday
[LIVE SEMINAR] “Estate Planning & Asset Protection Workshop” with Attorney Mitch Adel
1:00 pm
Blair Conference Center, Westfield Center, Ohio
08
December
The Mount Vernon Grand Hotel
Wednesday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
1:00 pm
The Mount Vernon Grand Hotel, Mount Vernon, Ohio
09
December
Pinnacle Golf Club
Thursday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
1:00 pm
Pinnacle Golf Club, Grove City, 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!