Creating an Effective Estate Plan, Patrick R. Veith, Esq. April 18, 2012

Presented by The Todd Group at Morgan Stanley Smith Barney

Creating an Effective Estate Plan, Guest speaker Patrick R. Veith, Esq.

Date: April 18, 2012 (Wednesday) – Lunch will be served
Time: 12:00 noon – 1:00pm
Place: Atrium II Second Floor – “Learning Commons” Conference Room 
               221 E. 4th Street Cincinnati OH 45202

This seminar will help you understand and make decisions around issues such as:

  1. Do you need an estate plan
  2. Helping to avoid probate
  3. Who needs a will and what types can be effective
  4. Common Pitfalls of estate plans
RSVP to Jeff Scheper, Financial Advisor 513-762-5289  or jeffrey.a.scheper@smithbarney.com

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