27
Jan
Estate Planning — Protecting Your Legacy
Description
At this free, lunch-time financial planning seminar, we'll discuss:
- How to organize and help preserve your assets.
- Communicating your wishes.
- Trusts, wills, beneficiary planning, powers of attorney, and more.
Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation
Date and Time
Wed, Jan 27, 2027
11:30a - 12:30p EST
Location
Sharonville Fire Department, Station 86
11637 Chester Road
Sharonville ,
OH
45246
Note
Please arrive 15 minutes early to get settled so we can start the seminar on time. Thank you!