Plant the Seed – Estate Planning Seminar

Plant the Seed – Estate Planning Seminar

A few simple steps today will give you peace of mind tomorrow.

During this in-person and virtual event, our expert panel of local professionals will talk about the estate planning process.

Learn how to get started or when to revisit your current plan, what information to gather, how to work with your advisors, and how to think about your family and legacy plans.

There will also be an open-ended question and answer session after the discussion.

Featuring:

The moderator and panelists are volunteers from the CET Planned Giving Committee and are all experts in their respective fields.

Guest Moderator and Panelist

Mike Miller
Executive Vice President & Chief Wealth Officer – LCNB National Bank

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Panelist

Shiri Ayalon
Certified Financial Planner – Ameriprise Financial Services, LLC

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Panelist

David Bross
Sr. Estate Planner and Shareholder – Truepoint Wealth Counsel

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Panelist

Kristin Lenhart
Partner, Estate Planning, Trust and Probate Law – Dinsmore & Shohl LLp

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Panelist

Jami Vallandingham
Shareholder, CPA – VonLehman CPA & Advisory Firm

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