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:
Mike Kelso
VP, Senior Financial Consultant
Amanda Temple
Investment Representative
Topic
The Hidden Values of Life Insurance
Join us for:
- A Brief Presentation – Our team will discuss ways to use the cash value of your life insurance to pay for long-term care expenses, buy larger insurance policies, save you money, or even provide income.
- 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, December 9
Time
6:00 pm – 7:00 pm
Location
Vanguard Sentinel Career & Technology Center
1306 Cedar St, Fremont, OH 43420
Past Presentation Overviews
Navigating Life’s Big Expenses – College to Retirement
Long-Term Care Planning – Plan for your future.
Trusts & Wills – Key takeaways about estate planning.
One Big Beautiful Bill – How it Affects Businesses
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
*Securities and financial planning services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. The Croghan Colonial Bank and Croghan Investment and Insurance Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Croghan Investment and Insurance Services, and may also be employees of The Croghan Colonial Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Croghan Colonial Bank or Croghan Investment and Insurance Services. Securities and insurance offered through LPL or its affiliates are:
| Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit | |
Croghan Colonial Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html