Estate Planning Forum 2019 | The Business Journals | 5 June 2019 | Frost Brown Todd, 301 E 4th St #3300, Cincinnati, OH 45202, USA
Venue
Frost Brown Todd
Frost Brown Todd, 301 E 4th St #3300, Cincinnati, OH 45202, USA
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| Event Date | Wed Jun 5 EDT (over 5 years ago) |
| Location |
Frost Brown Todd
301 E 4th St #3300, Cincinnati, OH 45202, USA |
| Region | Americas |
Details
Join a conversation centered around multi-generational estate planning. We will cover topics such as developing the right team, refreshing old plans, utilizing the increase exemptions, and creating a balance sheet to help your plan. We will talk about beneficiary designations, legacy goals, lifestyle goals as well as charitable intent as well as various types of wealth transfer strategies.
Speakers
2019 Speakers
Jason Katz, CFP
Wealth Advisor & Principal, Bartlett Wealth Management
Andrea Costa Laden
Senior Associate, Frost Brown Todd
Lisa Riccardi
Shareholder, VonLehman CPA & Advisory Firm
Sponsors & Partners
2019 Sponsors
• Bartlett
• Frost Brown Todd
• VonLehaman