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
27
September
Radisson Hotel Cleveland Airport West
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Lauren Cooper
1:00 pm
Radisson Hotel Cleveland Airport West, North Olmsted, Ohio
27
September
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
6:30 pm
The Mount Vernon Grand Hotel, Mount Vernon, Ohio
28
September
Knights of Columbus
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
1:00 pm
Knights of Columbus, Versailles, Ohio
29
September
Choctaw Lake Lodge
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
1:00 pm
Choctaw Lake Lodge, London, Ohio
29
September
Courtyard by Marriott Hamilton
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
1:00 pm
Courtyard by Marriott Hamilton, Hamilton, Ohio
04
October
West Licking County Family YMCA
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
West Licking County Family YMCA, Pataskala, Ohio
04
October
Fire Station Community Room
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Ted Brown
1:00 pm
Fire Station Community Room, Leesburg, Ohio
04
October
West Carrollton Civic Center
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
1:00 pm
West Carrollton Civic Center, West Carrollton, Ohio
05
October
Kenton County Public Library - Erlanger Branch
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
1:00 pm
Kenton County Public Library - Erlanger Branch, Erlanger, Kentucky
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!