Events Calendar

Join us as we discuss best practices and the various ways to transfer/manage assets, including: Succession of family cottages and vacation homes; valuable personal property such as jewelry, art, collectibles, and furniture; Cars/boats; Memberships; Keys; Digital Assets; Pets (including horses), and more! Michael Schoedinger from Schoedinger Funeral & Cremation Services will share with us some of the complexities associated with cemetery plots and the steps that should be taken to avert possible disputes or quarrels between family members or the cemetery. Do you think your kids are allowed to be buried in your family plot? Maybe not ... Finally, the importance of health documents, including POA and health directives will be addressed. ... read more

Starting a business is quite an undertaking…running a business is even more complex. As business owners, it is easy to get stuck in the “tyranny of the urgent”...emails, phone calls, HR issues etc. When owners are stuck in the urgent tasks of the business, the business itself is not worked on. We have all heard the phrase, “work on the business, not in the business” and it is much easier said than done. Presented by Ryan Yeoman: Ryan Yeoman is a Professional EOS Implementer and business coach who loves working with entrepreneurs and their leadership teams to run great businesses. A coach at heart, Ryan has a passion for building strong cultures and highly-functional teams and would be coaching the Buckeyes if they'd just call back. As an Implementer, he teaches, facilitates, and coaches the entire leadership team to reach their full potential. Ryan also grew up in a family business and has experienced the ups and downs of managing expectations, responsibilities, and, ultimately, succession and exit. ... read more

As we head into the second half of 2024, family businesses continue to feel the burden of rising healthcare costs on their bottom lines. Renewals will come, and the 20% increases will continue. Join Christina King from C&A Benefits Group as she discusses how the Ohio Employers Health Plan brings together Ohio Owned insurance providers, networks, and healthcare providers to help family-owned businesses break free from the modern healthcare nightmare. Using local independent partners and active plan management, you can finally be in control of the second largest line item in your budget. The Ohio Employers Health Plan was designed with family businesses in mind to help with: Lower premiums Lower Deductibles Lower Copays Don't miss this in-person opportunity to learn how to stop wasting money on health care that your employees cannot afford to use. ... read more