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
05
April
The Parks Edge
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Ted Brown
1:00 pm
The Parks Edge, Jackson, Ohio
05
April
RIchfield Quality Inn & Suites
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
1:00 pm
Quality Inn & Suites, Richfield, Ohio
06
April
Coshocton Village Inn & Suites
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
Coshocton Village Inn & Suites, Coshocton, Ohio
12
April
The Landing
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
1:00 pm
The Landing, Loveland, Ohio
12
April
Elks 83
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
Elks 83, Upper Sandusky, Ohio
18
April
Westbrook Country Club
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
6:30 pm
Westbrook Country Club, Mansfield, Ohio
19
April
Highland Country Club
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
1:00 pm
Highland Country Club, Ft. Thomas, Kentucky
19
April
Radisson Hotel Cleveland Airport West
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
1:00 pm
Radisson Hotel Cleveland Airport West, North Olmsted, Ohio
20
April
Fraternal Order of Eagles - 767
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
10:00 am
Saint Marys - Fraternal Order of Eagles - 767, Saint Marys, 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!