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Name: Round Table: A Closer Look - Wealth Transfer
Date: April 14, 2017
Time: 8:00 AM - 9:00 AM EDT
Registration: Register Now
Event Description:
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! 

Come with questions and be prepared to learn how to transfer and preserve wealth for generations to come.
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
Free to Conway Center members

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