Practical Estate Planning

Please join us for a workshop where you will learn useful and practical information on how to successfully plan your estate.

Register here

Dayton Workshop
Wednesday, March 8, 2017
McGohan Brabender | Conference Center
3931 South Dixie Drive
Dayton, OH 45439

Columbus Workshop
Tuesday, March 14, 2017
The Fawcett Center | Clinton Room
2400 Olentangy River Road
Columbus, OH 43210

*Please choose which location you would like to attend when registering.

AGENDA:

• 6:30 – 6:45pm Introduction
  • Everhart Advisors | Matt Romeo & Jon Hlavac

• 6:45 – 7:30pm Practical Estate Planning
  • Sebaly Shillito + Dyer | Deborah Hunt (Dayton)
  • Carlile Patchen & Murphy | Bryan Hogue (Columbus)

• 7:30 – 8:00pm Market Update
  • American Funds | Jim Maher & Earnie Niemi

Register here

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