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Using Financial Products with Four Charitable Planning Tools

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Tuesday, April 28 | 11:00 am
Attend this panel discussion and learn to use financial products such as annuities and life insurance in developmental philanthropic planning strategies. 

Sponsored by Nationwide  
Steve Hamilton, JD, CLU, ChFC, CLTC is a Technical Director for Nationwide’s Advanced Consulting Group.   Steve has over 25 years of experience in the financial services industry.  He has worked for two trust companies and held various positions in the insurance industry including: multi-line agent, Director of Advanced Markets, and Senior Counsel for Compliance.    His areas of specialty include: estate planning, business succession, and IRA/annuity distribution options. 

Les Winston,
Insurance and Financial Services Inc and the Advisors in Philanthropy Foundation

Ted Batson, Renaissance
Steve Hamilton, JD, CLU, ChFC, CLTC

Dave Holaday, Wealth Design Consultants, LLC;

Panelist: Suzanne M. Rohlfs, Esq., CAP(r), The Greater Cincinnati Foundation

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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