Multi-Generational Wealth Management (Cincinnati)

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When:
6pm - 7:30pm EDT Thursday, October 20 2011
Where:
Cincinnati, OH
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Submitted by:
Wayne on Oct 13, 2011
Description:

Do you have a will? A trust? Do you understand the probate process? Will you receive and inheritance? Plan to leave one? These are all very important questions one must ask and answer to ensure that our wealth passes properly from generation to generation.

The constantly changing tax laws make it difficult to develop a sound, comprehensive estate plan.

But fear not, Osei Bosompem, a Registered Financial Planner with AAKOBB Financial Services is here to help!! As a former IRS tax specialist, he can provide sound advice to help you keep more of your wealth away from Uncle Sam and pass it on to your heirs.

Don’t just build wealth, leave a legacy!! Come join us and learn which financial products/strategies will allow you to do so.

When: Thursday, October 20, 2011

Where: ENTRANCE 1 of the Winton Hill Business Centre, Family Care 1 Bldg, Champions Hall A 6105 Center Hill Ave. Cincinnati, OH 45224

Time: 6:00pm - 7:30pm -- Refreshments Serve

Dress: Business Casual

RSVP: http://cincy-2011sep.eventbrite.com

 

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