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
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28
September
Circleville AMVETS
Tuesday
[LIVE SEMINAR] “Everything You Need to Know About Revocable and Irrevocable Trusts” with Attorney at Law Ted Brown
1:00 pm
Circleville AMVETS, Circleville, Ohio
29
September
Roscoe Village
Wednesday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
1:00 pm
Roscoe Village, Coshocton, Ohio
29
September
Fraternal Order of Eagles
Wednesday
[LIVE SEMINAR] “Estate Planning & Asset Protection Workshop” with Attorney Mitch Adel
1:00 pm
Fraternal Order of Eagles, Lima, Ohio
30
September
Trillium Event Center
Thursday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
1:00 pm
Trillium Event Center, Bucyrus, Ohio
30
September
Xenia Community Library
Thursday
[LIVE SEMINAR] “Estate Planning & Trusts Seminar” With Attorney Dan Vu
2:00 pm
Xenia Community Library, Xenia, Ohio
05
October
Perry Township Community Center
Tuesday
[LIVE SEMINAR] “Estate Planning & Trusts Seminar” With Attorney Dan Vu
1:00 pm
Perry Township Community Center, Fayetteville, Ohio
05
October
Tuesday
06
October
Findlay Inn
Wednesday
[LIVE SEMINAR] “Estate Planning & Asset Protection Workshop” with Attorney Mitch Adel
1:00 pm
Findlay Inn, Findlay, Ohio
06
October
Wednesday
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!