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December 11, 2018
3:45PM - 6:15PM
FPA Central Ohio presents Ways to Utilize Trusts for Family Planning
& Holiday Networking
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210
Ways To Utilize Trusts For Family Planning Presentation
We will review six case studies during the presentation. The purpose of each case study is to look at a particular family, review their unique character and discuss how they used a trust to accomplish a family goal. In certain cases, the family began with a goal in mind but over time changes in life circumstances altered the desired outcome of the trust. We will discuss how trusts can be used to achieve a family’s goal of preserving assets and passing wealth to the next generation at the right time and in the right manner.
We have been granted 1 hour of CFP CE by the CFP Board and 1 hour of Ohio Insurance CE credit. Please arrive prior to 4:15pm to ensure that you can sign in for CE credits - No Exceptions!
Attendees
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12/11/2018 03:45 PM
12/11/2018 06:15 PM
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FPA Central Ohio presents Ways to Utilize Trusts for Family Planning
presented by Damon Howarth & David Lundregan
Ways To Utilize Trusts For Family Planning Presentation
We will review six case studies during the presentation. The purpose of each case study is to look at a particular family, review their unique character and discuss how they used a trust to accomplish a family goal. In certain cases, the family began with a goal in mind but over time changes in life circumstances altered the desired outcome of the trust. We will discuss how trusts can be used to achieve a family’s goal of preserving assets and passing wealth to the next generation at the right time and in the right manner.
We have been granted 1 hour of CFP CE by the CFP Board and 1 hour of Ohio Insurance CE credit. Please arrive prior to 4:15pm to ensure that you can sign in for CE credits - No Exceptions!
Attendees
Fawcett Center,2400 Olentangy River Rd, Columbus, OH 43210