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!
Presenter:
Tracy Baughman, AIF®, CIMA®, ATFA
SVP, Chief Investment Officer & Wealth Department Manager
Quarter 1 Topic
Long Term Care Planning
Join us for:
- A Brief Presentation – Our team will go over long-term care planning, Medicare, Medicaid, and help you explore the best options.
- 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, March 18, 2026
Time
6:00 pm – 7:00 pm
Location
Vanguard Sentinel Career and Technology Center
1306 Cedar St., Fremont, OH 43420
Past Presentation Overviews
One Big Beautiful Bill – How it Affects Individuals
One Big Beautiful Bill – How it Affects Businesses
Trusts & Wills – Key takeaways about estate planning.
Upcoming Presentation Topics
Quarter 2
Investing at Work. How to utilize your retirement options, whether that’s a 401 (k) plan, IRA, or SEP, to help you meet your goals.
Quarter 3
What is a Spending Plan? Getting Financially Organized.
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.