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Learn how to protect your finances when preparing for a new season of life.
See other dates and locations for this program on our events calendar.
During this workshop, we will explore the various options to protect your nest egg through trust planning strategies. Using real-life examples and a hands-on approach, we will discuss the following topics: asset protection trusts, irrevocable vs. revocable trusts, and LTC insurance.
Attorney Dan A. Baron focuses his practice in the areas of estate planning and elder law. He is a member of the Ohio Bar Association, Cleveland Metropolitan Bar Association and Elder Counsel. He is a published author and creator of Dollars and Sense© magazine. For 2019, 2020, and 2021, 2022, 2023 and 2024, he was nominated by his professional peers as Ohio’s Super Lawyer, rising star along with the designation of 2024 “Best Lawyer, One to watch."
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The Brook Park Branch offers community meeting space and study rooms.
This branch is a Student Success Center and a Greater Cleveland Food Bank Kids Café location.