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Thursday, September 25, 2025

A Deep Dive Into Ohio Legacy Trusts

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Cincinnati Estate Planning Council

CINCINNATI ESTATE PLANNING COUNCIL

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Keith Dershem, Wealth Advisor
Bartlett Wealth Management
600 Vine Street Suite 2100 Cincinnati, OH 45202
Phone: 513-345-6246
Send a Message to Keith Dershem
Website: https://bartlett1898.com/

UPCOMING EVENTS

September 25, 2025

A Deep Dive Into Ohio Legacy Trusts

Panelists: Mary P. Burns, Esq.; Todd Durham, J.D.; Christopher J. Geiss; Jessica Rawe, J.D., CFP®; Michael Stegman, Esq.

See Event Details

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

See Full Calendar

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