Presenters (click link for contact information):
- Gregory L. Allison, JD, CPA/PFS, CFP® – Tax, Estate and Succession Planning Services
- Derek J. Eichelberger, CFA, CFP®, AIFA® – Schneider Downs Wealth Management Advisors, LP
- Darin G. Schindler, CPA – Schneider Downs Private Family Office Services
Download a copy of the PPT here.
Watch a replay of the webinar here.