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
09
March
Lima Fraternal Order of Eagles
Tuesday
[LIVE SEMINAR] “Estate Planning & Asset Protection Workshop” With Attorney Mitch Adel
1:00 pm
Fraternal Order of Eagles, Lima, Ohio
09
March
Wingate by Wyndham
Tuesday
[LIVE SEMINAR] “Trusts 101: Everything You Need to Know About Revocable and Irrevocable Trusts” With Attorney Dan Vu
1:00 pm
Wingate by Wyndham, Blue Ash, Ohio
10
March
Hyatt Place Columbus/Dublin
Wednesday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts Work For You” With Attorney Thom Cooper
1:00 pm
Hyatt Place Columbus/Dublin, Dublin, Ohio
10
March
Wednesday
11
March
Radisson Akron/Fairlawn
Thursday
[LIVE SEMINAR] “Everything You Need to Know About Trusts” With Attorney Lauren Cooper
1:00 pm
Radisson Akron/Fairlawn, Akron, Ohio
11
March
Marriott at the University of Dayton
Thursday
[LIVE SEMINAR] “Trusts 101: Everything You Need to Know About Revocable and Irrevocable Trusts” With Attorney Dan Vu
2:00 pm
Marriott at the University of Dayton, Dayton, 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!