Conversations with Croghan
Our Croghan Trust & Investment Management team hosts FREE quarterly “Conversation with Croghan” events for our community! Each quarter, they present a brief overview of a specific topic, followed by an open session for questions about wealth management and investing. We hope you can join us for these informative events!
Presenters:
Leah Packard
Jr Wealth Advisor
Topic
Navigating Life's Big Expenses.
Join us for:
- A Brief Presentation – Our team will share helpful details on navigating life’s big expenses
- Open Forum – There will be a dedicated time after the presentation for questions, so please bring any you have.
- Meet the Experts – Meet our Wealth Management team and have a one-on-one conversation with them.
Event Details
Date
Wednesday, August 5
Time
6:00 pm – 7:00 pm
Location
The Garrison
209 Garrison St, Fremont, OH 43420
Past Presentation Overviews
Long-Term Care Planning – Plan for your future.
Trusts & Wills – Key takeaways about estate planning.
One Big Beautiful Bill – How it Affects Businesses
Upcoming Presentation Topics
Quarter 4
How Much Insurance Do You Need? What policies make sense, and for what purpose?
Save Your Spot
Our Trust and Investment Management team is committed to providing education and personalized financial solutions. Being well-informed and knowing whom to turn to when seeking guidance is the first step. Join us for this FREE informative event.
Important Legal Disclosures
*Investment products and services may lose value, are not a deposit, are not guaranteed by any financial institution, and are not FDIC insured or insured by any government agency.