Latest Past Events

Medicaid, Long-term Care and Elder Law Planning for Baby Boomers

Northwestern Mutual Building - Rookwood 3805 Edwards Road, Cincinnati

Presenters: William E. Hesch, Esq. CPA, PFS and Amy Pennekamp, ESQ May 18, 2022 8:30am- 10:00am Introduction, this seminar is intended to provide planning strategies for financial service professionals, attorneys and CPAs in assisting Baby Boomers who seek strategies for … Continue reading

2022 Financial ConNEXTion Educational Cruise

2022 Financial ConNEXTion Educational Cruise Long Beach, CA to Cabo San Lucas March 29 - april 3, 2022 Deadline 11/25/21 Please click the link for more information on the cruise!  2022 Cruise Save the Date Flyer - Professionals Please click … Continue reading