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
07
February
The Venue on Lake Grant
Tuesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
1:00 pm
The Venue on Lake Grant, Mt Orab, Ohio
07
February
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
08
February
Beavercreek Golf Club
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
1:00 pm
Beavercreek Golf Club, Beavercreek, Ohio
08
February
Old Dutch Banquet Haus
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Ted Brown
1:00 pm
Old Dutch Banquet Haus, Logan, Ohio
09
February
Muskingum County Welcome Center
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
205 North 5th Street Zanesville, OH
09
February
Middleburg Heights - Crown Plaza
Thursday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Mitch Adel
1:00 pm
Middleburg Heights - Crown Plaza, Middleburg Heights, Ohio
15
February
The Mount Vernon Grand Hotel
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Thom Cooper
1:00 pm
The Mount Vernon Grand Hotel, Mount Vernon, Ohio
15
February
Blanchester Public Library
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Dan Vu
1:00 pm
Blanchester Public Library, Blanchester, Ohio
15
February
Howard Johnson
Wednesday
[FREE SEMINAR] “Everything You Need to Know about Estate Planning – Making Trusts & TODs Work for You” with Attorney Nathan Simpson
6:30 pm
Howard Johnson, Lima, 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!