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Thursday, October 16, 2025

A Hard Look at the "Soft" Issues of Family Wealth

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Cincinnati Estate Planning Council

CINCINNATI ESTATE PLANNING COUNCIL

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Services Directory

Category: Certified Public Accountant

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Harry D. Badanes, Principal
Clark Schaefer Hackett & Co.
Robert Bernard, Partner
Brush Bernard LLP
April Caudill, Director of Advanced Solutions
Principal Financial Group
Janie Evans, Tax Partner
KSM CPAs & Advisors
Amy Gartner, Associate Director of Family Office Services
Dean Dorton Allen Ford
Mark Gaudet
Clark, Schaefer, Hackett
William Hesch, Mr.
William E. Hesch Law Firm/CPA
Jason Katz, Wealth Advisor & Principal
Bartlett Wealth Management
Ling Liu, Owner
LL Business Solutions, ltd
James McGrath, Director & Senior Wealth Advisor
Mariner Wealth Advisors
Lisa Riccardi, Tax Director
Dean Dorton (fka VonLehman & Company, Inc.)
William Schult, Managing Director
Trinity Aging Life Advisors
Bryan Setz, Owner, Managing Director
Value Edge Advisory, LLC
Diana Veid
Veid & Veid

UPCOMING EVENTS

October 16, 2025

A Hard Look at the "Soft" Issues of Family Wealth

Susan Schoenfeld

See Event Details

December 4, 2025

Joint Lunch with FPA Southwestern Ohio

Ken Coyne

See Event Details

January 8, 2026

Volunteer Packing & Happy Hour

See Event Details

See Full Calendar

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