Event Calendar

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.
October 16, 2025 A Hard Look at the Soft Issues of Family Wealth
Susan Schoenfeld
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
November 12, 2025
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B.
December 4, 2025 Joint Lunch with FPA Southwestern Ohio
Ken Coyne
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