Analyzing the impact of proposed legislation on tax and estate planning
After the keynote presentation, Leon will participate in a panel discussion with the following financial planning experts:
Lewis 'Trey' E. Bennett III, Partner, Stark & Knoll
Jesse W. Hurst, Financial Advisor and CEO, Impel Wealth Management
Angelina Milo, Vice President, Tax Services Group, Meaden & Moore
Event guidelines will comply with all current CDC, state and local regulations for COVID-19. Information about our health safety measures is available on our event registration page.
Presented in partnership with:
CONTINUING EDUCATION APPLICATIONS HAVE BEEN SUBMITTED to the Ohio Department of Insurance, Certified Financial Planner Board of Standards Inc., and The Supreme Court of Ohio. Accountancy credits will be self-reporting.
