Join us for a can’t miss panel discussion about a number of wealth transfer and legacy planning topics |
TUESDAY, OCTOBER 22 7:30 to 9:30 AM at the Cincinnati USA Regional Chamber |
Join us next week for our Estate Planning Forum, where a panel of experts will discuss critical topics that will better prepare you and your family for all your estate planning needs. At the event, you’ll have the opportunity to: Explore how to determine the right capacity to gift now and in the future Understand the impact of tax law changes on your estate Learn about charitable giving vehicles to support your philanthropic goals Discover how to align estate planning with your family's culture and values Recognize the importance of periodic reviews for your estate strategies Secure your spot today to ensure you have the latest tools for effective estate planning! |
THANK YOU TO OUR SPONSORS |
|
