Next Meeting:
Thursday, September 25, 2025
A Deep Dive Into Ohio Legacy Trusts
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September 25, 2025
Panelists: Mary P. Burns, Esq.; Todd Durham, J.D.; Christopher J. Geiss; Jessica Rawe, J.D., CFP®; Michael Stegman, Esq.
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October 16, 2025
A Hard Look at the Soft Issues of Family Wealth
Susan Schoenfeld
December 4, 2025
Joint Lunch with FPA Southwestern Ohio
Ken Coyne
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