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
29
September
The Anderson Center
Tuesday
[LIVE SEMINAR – ANDERSON] “Estate Planning & Asset Protection Seminar” – With Attorney Dan Vu
1:00 pm - 2:00 pm
The Anderson Center, Anderson Twp., Ohio
29
September
First United Methodist Church
Tuesday
[LIVE SEMINAR – TROY] “Understanding Estate Planning” – with Certified Elder Law Attorney* Mitch Adel
1:00 pm - 2:00 pm
First United Methodist Church, Troy, Ohio
30
September
Wednesday
30
September
Wednesday
30
September
Wednesday
01
October
Holiday Inn Express & Suites
Thursday
[LIVE SEMINAR – MEDINA] “Understanding Estate Planning” – with Certified Elder Law Attorney* Mitch Adel
1:00 pm - 2:00 pm
Holiday Inn Express & Suites, Medina, 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!