legacy_planning_event

Legacy Planning Workshop

Do you want to leave a legacy? Join us for a panel discussion with industry professionals to learn how planning now can bring lasting benefits to those you love.

We will address questions, such as:

  • Can I afford to help my grandkids pay for college?
  • How do I make sure my spouse is well taken care of after I pass away?
  • Will my kids know what to do when I’m gone?
  • How can I leave a lasting legacy for my community and the causes I care about

Featured Panelists:

Laura Menge, The Greater Cincinnati Foundation

Maria Moyer, Graydon

Darren Wurz, Wurz Financial Services

Please RSVP to Sam Rossell at srossell@graydon.law.