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Our panel discusses the charitable implications that may
come from the new administration, during our March 3rd program.



Marcus Owens presents ‘What to Do if the IRS
Comes Knocking’ to the Dayton Chapter of the PPP.



Michael Barnes, of the Johnson Trust Company,
addresses PPP of Greater Dayton members about
the impact of the Ohio Legacy Trust Act
during the PPP of Greater Dayton’s September program.


PPP Dayton members enjoy networking and
fellowship during the Holiday reception.
Events

Our 2017 Program Schedule:

You're invited!
 
Planning with IRAs and Life Insurance

Among the assets that clients and donors own, Individual Retirement Accounts and life insurance policies stand out. This presentation will review best practices in financial, estate and gift planning relative to these vehicles.


Edwin P. Morrow III, Director of Wealth Transfer and Tax Strategies, Key Private Bank Family Wealth Advisory Services


Location:

The Wright State University Foundation Building
3070 Presidential Drive
Fairborn, OH Ohio 45458-1840


When:

Wed, October 18, 2017
2:30p – 3:00p – Registration
3:00p – 5:00p – Program


Click here to register



Special Needs Planning

Brittany O’Diam reviews Special Needs Planning options during PPP Dayton’s May, 2017 program.





September Program Power Point – Professional Advisors and Gift Officers

Click to view Power Point

 


Presented by Marcia Inger Navrátil, JD