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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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Services Directory

Category: Life Insurance

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Jay Cranley
John J Cranley Co.
Jonathan Dannemiller
Marsh & McLennan Agency
Gregory Hoernschemeyer, Mr.
HORAN
Terence L. Horan, President
HORAN Wealth
Robert Larkins, Managing Partner
Larkins & Larkins LLC
Dominique Lotz, Vice President / Advisor
Goldman Sachs & Co. LLC
Gang Lu, Financial Advisor
Transamerica Financial Advisors, Inc.
Mose Richardson, Wealth Management Advisor
Fifth Third Private Bank

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

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UPCOMING EVENTS

March 19, 2026

Understanding Wealth Transfer Planning for Clients with Large IRAs

Bob Keebler

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