Ohio Chamber Estate Planning Seminar

October 6 @ Outerbelt Brewery

560 Dolson Ct

Carroll, OH 43112

Details

In conjunction with the Fairfield County Bar Association, the Ohio Chamber is hosting an estate planning seminar. The goal of the seminar will be to empower attorneys who are counseling business owners on best practices for tax and financial planning. CLE and CPE credits will be available at this event.

Please feel free to contact Lindsey Perkins with any questions at (614) 629-0911.

Agenda

8:30am – Registration
9am-10am – Protecting Your Clients Assets through Estate Planning
10am-11am – SECURE ACT
11am-12pm – Ethics & Professionalism for Estate Planning Attorneys
12pm -1pm - Lunch Break
1pm-2pm – Tax & Financial Planning for Closely Held Family Businesses
2pm-3pm – IRA Distributions & Capital Gains Taxes
3pm-4pm (Happy Hour) – Trustee Selection and the Use of Alternative Advisors

Location: Outerbelt Brewing & Taproom (3560 Dolson Court Carroll, OH 43112)

Date: Thursday October 6, 2022

Ticket

$ 145.00

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