Fall Client Event:

Guidance through Grief: Next Steps After a Loss

We are hosting a complimentary informational event focused on what to do after the passing of a loved one.


A panel of experts will provide valuable insights and practical guidance to help you navigate the challenging decisions and steps that come during this difficult time.

Don't navigate this journey alone.

Where?

Wyman Woods Park

1520 Goodale Blvd

Grandview Heights, OH 43212


Event will be held in the Wyman Woods Shelter House. There is free onsite parking.

When?

Thursday, October 23rd, from 6:30 pm - 8:30 pm



Meet the Panelists:


Elizabeth Schmitz, JD - Elizabeth Schmitz Attorney

James Steffes, Esq - John Quint Funeral Home

Teri Alexander CFP®, MSFP, CeFT®, AIF® - Alexander Financial Planning, Inc.


Moderated by Nathan Swab CFP®, AWMA®


DOOR PRIZE: Post-Mortem Planning Workbook


You are welcome to bring guests, family, friends, coworkers, or neighbors

RSVP Appreciated by October 20th

Independent ● Fee-Only ● RIA

Providing Financial Life Planning & Wealth Management.

Celebrating over 28 Years of Enriching Your Life Story.

www.alexanderfinancialplanning.com

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