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.
Find out how you can maximize your retirement income by reducing taxes and take advantage of strategies to preserve and protect your assets through sickness and at your death.
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
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!