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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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Keith Dershem, CFP®, AEP®

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

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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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