A Closer Look: Wealth Transfer - Conway Center for Family Business

A Closer Look: Wealth Transfer

Do you make more

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

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
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