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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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Diana Veid, CPA/ABV, CVA

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Veid & Veid
635 W. Seventh Street
Suite 408
Cincinnati, OH 45203
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Phone: 513-721-8299
Fax: 513-721-1373
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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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