Friday, September 30, 2011

Multi-Generational Wealth Management (BDPA Cincinnati)

Do you have a will? A trust? Do you understand the probate process? Will you receive and inheritance? Plan to leave one? These are all very important questions one must ask and answer to ensure that our wealth passes properly from generation to generation.

The constantly changing tax laws make it difficult to develop a sound, comprehensive estate plan. But fear not, Osei Bosompem, a Registered Financial Planner with AAKOBB Financial Services will share some insights that should benefit BDPA members and supporters. Osei is a former IRS taxation specialist who can provide sound advice to help you keep more of your wealth away from Uncle Sam and pass it on to your heirs.

Don’t just build wealth, leave a legacy!  Come join BDPA Cincinnati chapter at its next program meeting.

: Thursday, October 20, 2011
TIME: 6:00 PM

WHERE: Winton Hill Business Centre
Procter & Gamble
6105 Center Hill Ave.
Cincinnati, OH 45224

DRESS: Business Casual

Please click here to RSVP for this program meeting.

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