Death, Taxes and Retirement Plans
Join us Thursday, November 10, 2016 for the Death, Taxes and Retirement Plans business hour from Noon to 1:00 p.m. ET. During this business hour we will discuss the interaction between wealth building in retirement plans, IRAs and planning for minimization of income and estate taxes via wealth-transfer planning with timely life time withdrawals and appropriate beneficiary designations as part of one's estate plan.
11:30 a.m. to Noon ET
Noon to 1:00 p.m. ET
- Interaction between wealth building in retirement plans
- Planning for minimization of income and estate taxes
McDonald Hopkins LLC
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114
Complimentary Valet Parking is available on Superior Avenue in front of the Fifth Third Center.
The Certificate Program for Non-Professional ESOP Fiduciaries
Monday, September 11, 2017
The Ohio Employee Ownership Center is proud to announce that we have partnered with the Beyster Institute to bring their popular and well regarded program for Non-Professional ESOP Fiduciaries to Ohio.
2017 LeadingAge Ohio Annual Conference: Stronger Together!
Wednesday, September 13, 2017
Isabelle Bibet-Kalinyak will speak at the 2017 LeadingAge Ohio Annual Conference September 13 - 15, 2017.