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Cincinnati Estate Planning Council

CINCINNATI ESTATE PLANNING COUNCIL

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Featured Listings

Lisa Mell, Wealth Advisor
BB&T Wealth

Additional Listings

Sally Alspaugh
Sally Alspaugh CAP
Keith Dershem, Wealth Advisor
Bartlett Wealth Management
Nancy Grayson, President & CEO
Horizon Community Foundation of Northern Kentucky
Gang Lu, Financial Advisor
Transamerica Financial Advisors, Inc.
Michelle Mancini Bachman, Senior Director, Wealth Consultant
American Cancer Society
Elliott Poole, Personal Risk Advisor
USI Insurance Services
John Price, Senior Vice President - Firm Development
Lion Street
Rachel Rasmussen, Investment Manager, Shareholder
Foster & Motley, Wealth Management
Tom Rich, Personal Risk Specialist
USI Insurance Services, LLC
Suzanne Rohlfs, Director, Gift Planning
Cincinnati Children's Hospital Medical Center
John Tafaro, President & CEO
Catholic Community Foundation of WC & SW Ohio

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

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National Association of Estate Planners & Councils

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