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December 11, 2018
3:45-6:15PM

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!

Attendees

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2018-12-11 15:45:00 2018-12-11 18:15:00 America/Detroit 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