Conway Center hosting panel on Cyber Security
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7 in 10 Advisors Say Navigating Interfamily Dynamics is the Hardest Part of Estate Planning
Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll,
Interesting Reading – March 2019
Finding workers a bigger concern than marijuana, say central Ohio’s family businesses The Columbus Dispatch The state’s new medical marijuana law isn’t triggering alarms so far among central Ohio’s family-owned businesses. Only about a third of the… Daughters are Taking Over Family Businesses Forbes.com “It’s really about breaking down the rigidity of gender norms,” says
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Members in the News & Upcoming Member Events – March 2019
Members in the News! Dager: Connecting with customers in the age of e-commerce The Newark Advocate While the world moves towards e–commerce, at Velvet Ice Cream, we keep the values my father, Joe Dager, taught us about staying close to our… Ricart buying AD Farrow Harley dealership The Columbus Dispatch With locations in Sunbury,
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Five Rules When Talking to Adult Children about Money
More than 22 million adult children between the ages of 18 and 34 are living at home with their parents. 1 This phenomenon is partially driven by the financial realities facing 20-somethings today, but it also illustrates the strong ties that exist between boomer parents – who have been scrutinized for “helicopter parenting” – and
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Tax Season
Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They
Employee Retention Strategies
The Ohio Bankers League (OBL) recently hosted bankers from across Ohio to convene on topics that affect our industry. The tireless efforts of the OBL are incredible and we couldn’t move forward as an industry without its support. The experts at the OBL build an engaging agenda that addressed the regulatory requirements affecting our industry,
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Member News & Events – February 2019
Sales Connection Breakfast Series -March 1, 2019 Mike Schoedinger, President of Schoedinger Funeral & Cremation Service, will discuss the sales process in an industry that nobody wants to think about but everybody eventually needs. Being the leading deathcare provider in Columbus and the Central Ohio region requires them to offer more than just the “standard”
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