Round Table: A Closer Look - Wealth Transfer
Date and Time
Friday Apr 14, 2017
8:00 AM - 9:00 AM EDT
April 14, 2017
8:00 - 9:00 a.m.
Location
Ohio Dominican University
Griffin Student Center - ROOM 274
1215 Sunbury Rd.
Columbus, Ohio 43219
Fees/Admission
Free to Conway Center members
Contact Information
Amy Dotts
Send Email
Round Table: A Closer Look - Wealth T...
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.
