From Setup to Success : Navigating Trusts

You’re invited to an exclusive From Setup to Success: Navigating Trusts on November 5th at 655 Metro Place South, Suite 450 Dublin, Ohio 43017.​

Why attend?

• Learn how trusts streamline inheritance and avoid probate
• Understand the differences between revocable and irrevocable trusts
• Get answers to your pressing estate planning questions in real time
• Earn 1 CE credits

This is not just a learning session—it’s an opportunity to secure your financial legacy **and** fulfill your professional education requirements.

We’ll cap attendance to keep things interactive—only 30 seats available! ​

Host or Publisher Whalen CPAs