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Thursday, March 19, 2026

Understanding Wealth Transfer Planning for Clients with Large IRAs

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Cincinnati Estate Planning Council

CINCINNATI ESTATE PLANNING COUNCIL

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Links

American Bar Association Specialists
http://www.abanet.org/legalservices/specialization/
American Institute of Certified Public Accountants
http://www.aicpa.org/
Bessemer Trust
https://www.bessemer.com/portal/site/bessemernew/#
CFP Board
http://www.cfp.net/
Foundation for Fiduciary Studies
http://www.stetson.edu/celebration/trone.shtml
Internal Revenue Service
http://www.irs.gov/
Leave a Legacy
http://www.leavealegacy.org/
National Association of Personal Financial Advisors
http://www.napfa.org/
Partnership for Philanthropic Planning
http://www.pppnet.org/
The American College
http://www.theamericancollege.edu/

FEATURED EVENTS

February 12, 2026

Leading Conversations: How to Deepen Client Relationships Through Charitable Giving Discussions

Michele Carey, CAPĀ® - Vice President, Philanthropic Strategies at Greater Cincinnati Foundation

See Event Details

UPCOMING EVENTS

March 19, 2026

Understanding Wealth Transfer Planning for Clients with Large IRAs

Bob Keebler

See Event Details

See Full Calendar

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