Helping Ohio Families Bridge the Gap Between Retirement Planning, Taxes, and Estate Planning

Book STEP Review

Attend Our Educational Estate & Tax Planning Workshop

Learn how retirement, taxes, and estate planning work together, so you can protect what you’ve built, reduce costly mistakes, and create a stronger legacy for your family.

A Modern Workshop For Families Who Have Built Something Worth Protecting

Our workshop is designed for individuals and families approaching or living in retirement who want more than surface-level planning.

This educational experience helps you understand how estate planning, tax strategy, retirement income, beneficiary decisions, and wealth transfer all connect, so you can make informed decisions with greater confidence.

This is not a sales pitch disguised as an event. It is a structured, high-value educational workshop designed to help you see the bigger picture and avoid mistakes that can cost families dearly over time.

What You'll Learn

How estate planning

really works

Understand the role of trusts, wills, powers of attorney, and beneficiary designations, and how they work together.

How Taxes Impact Retirement & Legacy

See how taxes can quietly erode retirement income and reduce what beneficiaries ultimately receive.

The New Rules Around Inherited Retirement Accounts

Learn how today’s laws affect IRA and 401(k) beneficiaries and why outdated planning can create major problems.

How To Avoid Costly Planning Gaps

Discover where families commonly fall short and why many plans fail when they are needed most.

How The STEP Framework Brings It Together

See how Structure, Tax Strategy, Efficiency, and Protection work together in a coordinated plan.

What Next Steps Make The Most Sense For You

Leave with more clarity about your current position and the opportunities available to strengthen your plan.

More Than A Seminar, A High-Value Educational Experience

Workshops

Learn how to protect your family's future.

Our Next Workshop

Tuesday May 5,2026

Constallation Center of Excellance

2014 Champions Gateway

Canton, Ohio 44708

Hosted inside Hall of Fame Village

@ Tom Benson Hall of Fame Stadium

3 Workshops, 1 day

Register NOW

May 5th 10 am

May 5th 2pm

May 5th 6pm

Seats are limited to preserve the quality of the experience.

Up Coming Workshops

Canton, Ohio

A modern planning approach built around the four pillars that matter most.

The S.T.E.P. Planning Framework

At the center of our workshop is the STEP Framework™, a practical way to organize the moving parts of retirement, tax, and estate planning into one coordinated strategy.

S - Structure

Build the right legal and planning foundation.

T - Tax Strategy

Reduce unnecessary tax exposure during life and after death.

E - Efficiency

Help assets move to loved ones with less friction, confusion, and loss.

P - Protection

Create stronger safeguards for income, assets, and legacy goals.

Attend A Workshop to See How STEP Applies to Your Situation

Most Families Were Never Shown How These Pieces Connect

Many people spend decades saving for retirement, only to discover later that their income plan, tax exposure, estate documents, and beneficiary strategy were never truly aligned.

That disconnect can lead to unnecessary taxes, avoidable probate issues, inefficient wealth transfer, and difficult decisions for the people left behind.

Our workshop helps bring those pieces together so you can understand what you have, where risks may exist, and what smarter planning can look like moving forward.

This Workshop is Ideal for you if.....

You are retired or approaching retirement
You have accumulated savings you want to protect
You want to avoid probate and simplify wealth transfer
You want to better understand trusts, taxes, and beneficiary planning
You want to reduce future planning mistakes for your family
You value education before making major financial decisions

If you have built something worth protecting, this workshop was designed with you in mind.

We believe important decisions deserve more than rushed conversations and generic advice. Our workshop experience is designed to give families the time, structure, and clarity they need to understand complex topics in a more meaningful way.

You will leave with a stronger understanding of:

where planning gaps may exist
how recent rule changes may affect your family
what questions you should be asking
what coordinated planning can look like

This is education built for real life. Practical, strategic, and designed to help you move forward with confidence.

TESTIMONIALS

What others are saying

“We Finally Understood How It All Fits Together”

“This workshop helped us understand how taxes, trusts, and retirement accounts actually work together. We left with far more clarity than we had before.”

- Dave & Susan, Canton, OH

“The First Time Planning Actually Made Sense”

“It was one of the first times someone explained these issues in a way that felt practical and relevant to me.”

- Linda, Cincinnati, OH

. “A Different Level of Planning Insight”

“The workshop made us realize there were important gaps in our current planning that we did not know existed.”

- Mark & Jennifer, Columbus, OH

STILL NOT SURE?

Frequently Asked Questions

Clear answers to help you feel confident about attending.

Is this workshop really free?

Yes. This is a complimentary educational workshop designed to help individuals and families better understand how estate planning, tax strategy, and retirement decisions work together.

Is this just a sales presentation?

No. The workshop is built around education first. Our goal is to help you understand the bigger picture so you can make more informed decisions. For those who want to go further, we do offer an opportunity to explore your personal situation after the workshop.

Who is this workshop designed for?

This workshop is ideal for individuals and families who are retired or approaching retirement, have accumulated savings, and want to better understand how to protect assets, reduce tax exposure, and simplify wealth transfer.

What will I actually walk away with?

You’ll leave with a clearer understanding of:

*How your current plan may be structured

*Where potential gaps or risks may exist

*How taxes could impact your retirement and legacy

*What smarter, more coordinated planning can look like

Do I need to bring anything?

No. Just come ready to learn. We will provide everything you need during the workshop.

How long is the workshop?

Most workshops run approximately 90 - 120 minutes, depending on questions from attendees During Q&A. There is a break halfway through the workshop.

Will there be an opportunity to ask questions?

Yes. We encourage questions during our Q&A sessions so you can fully understand the concepts being discussed.

Is this only about estate planning?

No. Estate planning is just one piece. The workshop also covers how taxes, retirement income, beneficiary decisions, and legacy planning all connect.

What happens after the workshop?

For those who want to go deeper, we offer a complimentary STEP Review where we can look at your situation and help you identify potential opportunities or areas for improvement.

Is there any obligation to move forward?

No. The workshop is purely educational. Any next steps are entirely up to you.

Why do people choose to attend this workshop?

Most attendees are looking for clarity. They’ve done a great job saving and planning but want to better understand how everything fits together. Especially when it comes to taxes, estate planning, and protecting what they’ve built for their family.