We hope you will join us for some interesting thoughts and ideas from our dynamic and entertaining guest speaker, Richard Arnold, Esq.
Learn everything you need to know about estate planning including:
> What it is, Who needs it, & How to get started
> Common mistakes to avoid
> The most common legal documents you may need with a detailed explanation
> The difference between an Estate Plan and a Will
> Strategies to minimize assets lost to taxes or Long Term Care and leave the most you can to your spouse or heirs
Richard W. Arnold is the managing member of
the law firm Arnold & Associates, Ltd. and has
more than 27 years of experience advising individuals and businesses in NE Ohio in all aspects of mergers and acquisitions, business law and taxation, estate planning, succession planning, special needs planning and estate and trust administration.
For the past 7 years, he has been recognized by Best Lawyers for his work in Estate Planning and Trust Litigation. Prior to his legal career, Rick worked as a CPA with a Big Six Accounting Firm from 1985-1990. Prior to that, he served as an Army Officer.
Date and Time
March 3, 2021
6:00p - 7:30p EST
Seaman Retirement Planning Office
We invite you to bring your spouse and friends that could benefit from this event. Light snacks and refreshments will be served. Seating is very limited ! Please register in advance.