Details
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
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!
