A Closer Look: Wealth Transfer

We touched on wealth transfer at our last monthly meeting and now we’re going to take a closer look.

Join Meredith Sugar of Taft/ Law on April 14th as she covers:

  • Real Estate Transfers
  • Insurance needs, including key employee
  • Philanthropy
  • Equity for family members who don’t work in the company
  • Trusts

and more…

This one-hour, dynamic session will equip you with tools you need to start planning and saving wealth for generations to come. Come with questions and be prepared to learn!

Register Online

Location:
Ohio Dominican University
Griffin Student Center – ROOM 274
1215 Sunbury Rd.
Columbus, Ohio 43219
Date/Time Information:
April 14, 2017
8:00 – 9:00 a.m.
Contact Information:
Amy Dotts