Financial Wellness Events

Tax-time is an important time of year as a business owner and it can be difficult to navigate on your own. Join us as we kick-off the year with tax planning tips for small businesses. We will cover: steps to take as a new business, write-offs, what to look for in a good CPA, entities, updated business tax information, and more!

Your credit score is a vital piece of your financial life. Having a low score can lead to higher interest rates, expensive insurance, and other financial issues. Join us to learn steps you can take to get your credit moving in the right direction.³

As a small business owner, there are so many retirement plans to choose from and factors to consider that it can all seem overwhelming. We can help you make the right choices by reviewing what you need to know about available plans, from the recently enacted SECURE Act to the upcoming Ohio Secure Choice Retirement Savings Program - all while helping you avoid any costly mistakes.

Financial anxiety can affect many aspects of your life from mental distress or uneasiness. These emotions can creep up on us at any time, but it’s important to know how to take a step back and regain control of your mental health in a situation when stress may be attributed to your financial situation. Gear up for the new year and join us in learning how to manage financial stress and start 2021 off fresh with Trinity Debt Management.³

Are you as prepared for retirement as you’d like to be? With longer life spans, increasing health care costs and the diminishing role of traditional pensions, planning for retirement is more complex than ever. Choices made during the final years of your career can deeply impact your retirement plan. In this webinar we will discuss: timing your retirement and determining how much you might need, potentially increasing returns in your strategy, what to expect from Social Security, and factors other than money that can have an effect on your retirement.¹

Are you aware of the unique financial challenges women face when it comes to investing? The choices you make about working, having a family, or responding to life's curveballs can have a significant impact on your financial future. Join us as Greg Kendall dives into: your instinctive investor skills, how life's priorities can impact your plan, why investing for a family can add a layer of complexity, financial implications, and more.¹

There are lifestyle habits we can adopt at any age to help maintain or even improve our health. These habits may also keep our brains healthy as we age and possibly delay the onset of cognitive decline. We're partnering with the Alzheimer's Association® to bring you healthy living tips and discussion surrounding four areas of lifestyle habits that play an important role in healthy aging. Join us to learn about the steps you can take now to improve or maintain your overall health in cognitive activity, physical health and exercise, diet and nutrition, and social engagement.

For many people, the number one concern they have when it comes to retirement is running out of money. Erik will work with you to create a comprehensive financial plan to preserve your wealth, navigate common pitfalls, and help ensure your success in retirement. With over 22 years of industry experience, he looks forward to developing an individualized plan to meet your retirement goals. Erik graduated from Ohio University with a bachelor's degree in finance. He currently has Series 7, 63, and 65 licenses. Erik is licensed to sell securities in the following states: FL, IL, IN, KY, and OH. He is licensed for insurance in the states of OH, KY, and IN. Erik's main offices are located at our Mason and Loveland branches; he is available to meet with members at any location.

Edward Bender practices in the areas of: estate planning, taxation, and estate and trust administration. The estate planning area commonly includes planning for business owners, and Edward counsels them on their succession planning issues as well as their general corporate matters. Edward advises: individuals, banks, and trust companies in their roles as fiduciaries for probate estates and private trusts. He has extensive knowledge of the four areas of taxation concerning those who are planning their estate: the estate tax, the income tax, the gift tax, and the generation-skipping transfer tax. Edward's clientele is diverse, ranging from high net worth individuals considering a Domestic Asset Protection Trust, to parents with minor children who need a Contingent Trust for Minors, to persons who have a non-U.S. citizen spouse needing a Qualified Domestic Trust. Memberships and affiliations include: Cincinnati Bar Association, Cincinnati Estate Planning Council, Ohio State Bar Association, and the University of Cincinnati Foundation Gift Planning Subcommittee.

Todd Moore serves as Director of Education for Trinity Debt Management. Working to improve the financial situation of both individuals and families through counseling and education, Todd also serves as an instructor to provide budgeting and credit education to clients struggling with debt. Todd has worked with the Ohio Treasurer's Office to promote financial education throughout Ohio and served as an instructor to the Ohio Smart Money Choices Conferences. Todd is a Certified Master Trainer for Credit Education through Credit Builders Alliance.

Steve, President of CMIT Solutions of Cincinnati, has over 30 years of experience in IT and also serves as the President of the Blue Ash Business Association. Being a business owner himself, Steve loves being able to help other small businesses achieve their goals. His expertise allows him to create enterprise class solutions, tailored to small businesses.

Jennifer McFarland Barrett, Vice President Senior Advisor Consultant Franklin Templeton Distributors, Inc. San Mateo, California, United States. Jennifer McFarland Barrett is a vice president and senior advisor consultant representing Franklin Templeton in southwestern Ohio and northern Kentucky. As a trusted business partner, she brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction. Jennifer supports financial advisors and their clients in their pursuit to reach their long-term investment goals. She began her career in the financial services industry in 2000 and joined Franklin Templeton Investments in 2007. As an advisor to the advisor, Jennifer is a resource for all of Franklin Templeton’s investment solutions, including mutual funds, separately managed accounts, 529 plans and insurance products. Jennifer is a FINRA registered representative and holds the Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor^SM designations. She earned a Bachelor of Music in Piano Performance from the Cleveland Institute of Music and currently resides in Cincinnati, Ohio with her husband, Devon.

Greg Kendall is a Senior Advisor Consultant representing Franklin Templeton in Houston and South-East Texas. As a trusted business partner, he brings perspective to financial advisors in the areas of practice management, asset allocation, and portfolio construction. Greg supports financial advisors and their clients in their pursuit to reach their long-term investment goals. He began his career in the financial services industry in 2007 and joined Franklin Templeton Investments in 2010. As an advisor to the advisor, Greg is a resource for all of Franklin Templeton's investment solutions, including: mutual funds, EFTs, separately managed accounts, 529 plans, and insurance products. Greg is a FINRA registered representative and holds the Series 6, 7, and 63 licenses. He earned a Bachelor of Arts in Radio and Television from San Francisco State University and currently resides in Houston with his wife and three children.

Brandon is an Internal Advisor Consultant covering the South Ohio area. In this position, Brandon specializes in a range of products from mutual funds, ETFs, SMAs, and other investment vehicles. He graduated from Florida State University with a Bachelors of Science degree in Finance. Brandon has been with Franklin Templeton for three years. He currently resides in sunny St. Petersburg, Florida and spends most of his weekends golfing.