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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06
July
First Place Christian Church
Wednesday
[LIVE SEMINAR] “Transfer on Death Versus Trusts Seminar” with Attorney Mitch Adel
10:00 am
First Place Christian Church, Troy, Ohio
06
July
Hanover Reserve Wedding & Events
Wednesday
[LIVE SEMINAR] “Estate Planning & Trusts Seminar” with Attorney Dan Vu
1:00 pm
Hanover Reserve Wedding & Events, Millville, Ohio
06
July
Romer's Catering Greenville
Wednesday
[LIVE SEMINAR] “Transfer on Death Versus Trusts Seminar” with Attorney Mitch Adel
2:00 pm
Romer's Catering, Greenville, Ohio
12
July
The Parks Edge
Tuesday
[LIVE SEMINAR] “Transfer on Death Versus Trusts” With Attorney at Law Ted Brown
1:00 pm
The Parks Edge, Jackson, Ohio
12
July
Barberton Public Library
Tuesday
[LIVE SEMINAR] “Transfer on Death Versus Trusts Seminar” with Attorney Mitch Adel
2:00 pm
Barberton Public Library, Barberton, Ohio
13
July
Moundbuilders Country Club
Wednesday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
10:00 am
Moundbuilders Country Club, Newark, Ohio
13
July
Brunswick Comfort Suites
Wednesday
[LIVE SEMINAR] “Trusts 101: Everything You Need to Know About Making Trusts Work For You” With Attorney Lauren Cooper
1:00 pm
Brunswick Comfort Suites, Brunswick, Ohio
13
July
Ronald Reagan Lodge
Wednesday
[LIVE SEMINAR] “Estate Planning & Trusts Seminar” with Attorney Dan Vu
1:00 pm
Ronald Reagan Lodge, West Chester, Ohio
14
July
All Occasions
Thursday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
1:00 pm
All Occasions, Waldo, Ohio
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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!