Ask the pros! Please join us for complimentary coffee and get your questions answered. We will have a CPA, financial advisor, college planner and estate attorney on hand to answer your questions, like:
-Can I afford to retire, and when?
-Is my portfolio appropriate for my circumstances?
-How am I affected by the new tax laws?
-How should I approach Long Term Care needs, for myself or family members?
-What are the first steps to start a business?
-What's the most efficient way to pay for college?
-Will my family be protected if I die?
AND MORE!
Spend 20-30 minutes with any/all of the professionals so you can put your concerns to rest.
Saturday Nov 3, 2018
10:00 AM - 2:00 PM EDT
Saturday, November 3
9:30 a.m.-Introduction to the panel
10 a.m. to 1 p.m. -Available sessions
BMI Federal Credit Union
6165 Emerald Parkway
Dublin, OH 43016
Please enter using the event conference entrance.
This is a FREE event, as all sessions are complimentary.
Presented by:
Dublin Advisors - David Bentz, CPA, MBA, MTAX, CFP
J. Cook Financial Services - Jerod Cook, Financial Advisor
Resch, Root & Philipps - Ryan Welker, Attorney
College Liftoff - Aaron Greene, CEO
Jerod Cook
614-944-5710
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Printed courtesy of www.DublinChamber.org – Contact the Dublin Chamber of Commerce for more information.
129 S. High St., Dublin, OH 43017 – 614-889-2001 – info@DublinChamber.org