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Estate Planning Town Hall

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Four Points By Sheraton Cleveland-Eastlake

35000 Curtis Boulevard

Eastlake, OH 44095

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This exclusive Estate Planning Town Hall panel discussion will be held at the newly renovated Four Points in Eastlake. Panelist will include Carver Financial advisors Nik Wearsch, Kale Schulz, Nancy Williams and Dan McGreevy. The discussion will be moderated by Randy Carver.

HERE'S WHAT YOU’LL LEARN:

• Common Estate Planning blunders to avoid
• New Ohio law to protect your digital assets
• Crucial conversations to have before you die
• Asset protection from creditors and predators
• Best ways to donate to charity effectively

There is neither a cost nor any obligation, but space is extremely limited. Reservations are required and will be limited to the first 400, so please RSVP early.

We hope you will join us!



Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. Carver Financial Services, Inc. 7473 Center St. Mentor OH 44060.

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Date and Time

Location

Four Points By Sheraton Cleveland-Eastlake

35000 Curtis Boulevard

Eastlake, OH 44095

View Map

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