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Educational Seminar: Enhanced Planning
Are you nearing Retirement and wanting a plan?
Join Us!
We are having two Educational Seminars in September
September 19th & September 24th
Click the Registration Link below:___________________________________________________________________________________________
What is Enhanced Planning?
With careful planning, this educational seminar can assist in minimizing your estate's tax liabilities during the transfer of assets to future generations. We aim to provide you with insights into the advantages of comprehensive planning, encompassing wills, trusts, and other vital documents. The registration for this upcoming event will be open in September!Images
Date and Time
Thursday Mar 6, 2025
6:00 PM - 7:00 PM ESTDate: Thursday, September 19, 2024
Time: 6 PM - 7 PM (includes light meal)
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Date: Tuesday, September 24, 2024
Time: 6 PM - 7 PM (includes a light meal)
Location
Clark State College-Greene Center
3775 Pentagon Blvd
Beavercreek, OH 45431Fees/Admission
Retirement Educational Seminar-Complimentary
Contact Information
Ashley Harris Director of Operations Wk Mobile: 937-269-6088
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