Financial Wellness Events

Presenter: Niki Johnson, Regional Sales Manager, with One America¹
Presenter: Jennifer G. Anstaett, with Wood + Lamping, LLP²
Hosted by: Erik Waldron, with Investment Services, provided by CFS¹

 

Learn about Long-Term Care and Medicaid options in this 60-minute webinar!

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Presenter: Ed Bender, with Legal Services, provided by Wood + Lamping LLP²

It's important to have a plan. Join us to understand planning options in protecting your assets and income.

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Presenter: Joanne Giardini-Russell, Giardini Medicare¹
Hosted by: Erik Waldron, with Investment Services, provided by CFS¹

What is Medicare? Are you eligible? Join us as we discuss what you need to know.¹

Webinar recording coming soon!

Thursday, July 22^nd | 11 am - 12 pm EST
Presenter: Heather Dulle, Protective¹
Hosted by: Erik Waldron, with Investment Services, provided by CFS¹

There are many decisions to make when it comes to Social Security. Join us for an informational online webinar as we help you navigate your transition.¹

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Thursday, August 5^th | 11 am - 12 pm EST
Presenter: Joanne Giardini-Russell, Giardini Medicare¹
Hosted by: Erik Waldron, with Investment Services, provided by CFS¹

Is Medicare right for you? In this webinar learn about transitioning to Medicare, eligibility, coverage, costs, and more!¹

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Thursday, August 19^th | 11 am - 12 pm EST
Presenter: Jennifer Anstaett, Attorney, Wood + Lamping, LLP²

Join us as we discuss ways to protect you and your loved ones’ future by learning about: Medicaid, Guardianship, Disability, and Elder Abuse.²

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Presenter: Eric Williams, Small Business Development Center (SBDC)
Hosted by: Jason Jones, Business Services, GECU

You have big plans but how do you turn your dreams into reality? In this webinar, Small Business Development Center's Business Advisor, Eric Williams, shares the steps you need to take and what to think about when bringing an idea to market.

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Presenter: Fern Goldman, with Wood + Lamping LLP²
Hosted by: Philip Harrison, Business Services, GECU

The process of registering your business entity and all things legal can be overwhelming. Join us as we guide you through your options and the process.

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Presenter: Katie Burba, Business Services, GECU
Hosted by: Emily Skidmore, Business Services, GECU

Have a big idea? Learn about options to fund your idea to get your business idea off the ground.

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Tuesday, June 22^nd | 12 - 1 pm EST
Presenter: Susan Bosch, Bosch Tax Services
Hosted by: Derrick Tye, Business Services, GECU

There are many aspects to keeping a business running smoothly. Join us as we discuss key operational components and how to keep your financial transactions in tact.

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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.

Sonja Hayes possesses a broad depth of knowledge and experience that comes from over 20 years of service in the financial services industry. As part of Prudential Annuities' Advanced Planning Group, Sonja works extensively with financial professionals, CPAs, and attorneys to help them understand the complexities and opportunities of retirement planning, income distribution and estate planning with a focus on the use of insurance products. In addition to being a frequently requested speaker at broker/dealer and other national conferences, Sonja has authored articles for numerous industry publications and has developed continuing education curriculum and marketing materials.

Prior to joining Prudential, Sonja has worked in the Advanced Planning departments at Jackson National Life Insurance, MetLife Life Insurance, and General American Life Insurance Companies. Prior to that, Sonja was employed in the tax department of Edward Jones. She earned a B.A. from the University of Colorado-Denver, her J.D. from the University of Missouri-Columbia, her LL.M. in taxation from Washington University School of Law, and an MBA in Marketing from Strayer University. Sonja holds FINRA 6, 26, and 63 registrations, along with a Chartered Life Underwriter designation from the American College. She is a member of the bar associations in Illinois, Missouri, and Washington, D.C., the American Bar Association and the Bar Association of Metropolitan St. Louis, as well as the Society of Financial Service Professionals and the National Association for Female Executives.

Niki Johonson works with advisors in Banks and Broker/Dealer Channels covering Ohio, Pennsylvania, and West Virginia. She provides training and education in the area of Asset Based Long-Term Care planning with financial professionals and clients. She also has extensive experience with workshops, seminars, and point of sale for clients. Niki has worked exclusively with the senior market and care solutions product line since 1995. More than 25 years of experience in the areas of asset protection and income maximization. She is committed to helping advisors assist their clients in meeting their financial goals and objectives. Niki resides in Columbus, Ohio, with her husband. She enjoys spending time with family and grandchildren when she is not golfing or travelling.