Legacy and Planned Giving Seminar

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Wealthquest Learning Center

50 East Business Way

Cincinnati, OH 45241

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Learn about the Benefits of Strategic Giving

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Available Virtually or In-Person. Click register to make your ticket selection.

Learn from industry experts about the impact of giving and tax advantages of using Donor Advised Funds, Appreciated Investments, IRA for Minimum Required Distributions, Charitable Gift Annuities, Wills and Estate Plans and more.

Speakers include:

Jay Kersey, Wealth Management Advisor, Northwestern Mutual, CFP, AEP, CFSJames Lenhoff, Co-founder & Director of Mission, Wealthquest, CFPJacob Samad, Attorney, Robbins, Kelly, Patterson & Tucker

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Wealthquest Learning Center

50 East Business Way

Cincinnati, OH 45241

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