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
Â
01
February
Romer's Catering Greenville
Tuesday
[LIVE SEMINAR] “Transfer on Death Versus Trusts Seminar” with Attorney Mitch Adel
10:00 am
Romer's Catering, Greenville, Ohio
01
February
Romer's Catering Saint Henry
Tuesday
[LIVE SEMINAR] “Transfer on Death Versus Trusts Seminar” with Attorney Mitch Adel
2:00 pm
Romer's Catering, Saint Henry, Ohio
01
February
Tuesday
02
February
Hilton Garden Inn Columbus/Dublin
Wednesday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
1:00 pm
Hilton Garden Inn Columbus/Dublin, Dublin, Ohio
02
February
Wednesday
03
February
Thursday
03
February
Hilton Akron/Fairlawn
Thursday
03
February
Cherry Valley Hotel and Ohio Event Center
Thursday
[LIVE SEMINAR] “Everything You Need to Know About Making Trusts and TODs Work for You” with Attorney Thom Cooper
1:00 pm
Cherry Valley Hotel and Ohio Event Center, Newark, 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!