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
- Equity for family members who don’t work in the company
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!
Griffin Student Center – ROOM 274
1215 Sunbury Rd.
Columbus, Ohio 43219
8:00 – 9:00 a.m.