From Setup to Success : Navigating Trusts

From Setup to Success : Navigating Trusts

By Whalen CPAs

Learn how trusts streamline inheritance and avoid probate

Date and time

Location

655 Metro Pl S suite 450

655 Metro Place South #suite 450 Dublin, OH 43017

Good to know

Highlights

  • 1 hour
  • In person

About this event

Business • Finance

You’re invited to an exclusive From Setup to Success: Navigating Trusts on November 5th at 655 Metro Place South, Suite 450 Dublin, Ohio 43017.​


Why attend?

  • Learn how trusts streamline inheritance and avoid probate
  • Understand the differences between revocable and irrevocable trusts
  • Get answers to your pressing estate planning questions in real time
  • Earn 1 CE credits


This is not just a learning session—it’s an opportunity to secure your financial legacy **and** fulfill your professional education requirements.


We’ll cap attendance to keep things interactive—only 30 seats available! ​

Frequently asked questions

Organized by

Whalen CPAs

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Free
Nov 5 · 9:00 AM EST