The University of Toledo

Events

Mini-Forums (members only)

 

Protecting Your Assets

Tuesday, October 8, 7:30-9 a.m.
Stranahan Hall-North Room 2160
UT’s Main Campus

A 2013 Ohio law has created new opportunities for individuals to preserve and protect their assets. Thanks to the Ohio Legacy Trust, Ohio residents have a new estate-planning resource that can hold non-IRA accounts, real estate and other assets to keep them protected from legal predators and creditors.

At this mini-forum presented by Chris McGraw and Jane Marie Rahe of Fifth Third Private Bank, you’ll learn:

• All aspects of this new Ohio law
• How the law affects family businesses
• How to realign your financial interests to take advantage of this new law

Business owners, lawyers, accountants and any other professional who has increased exposure to potential liability should attend this mini-forum.

When Loyalty Becomes Liability: Safeguarding Trade Secrets

Tuesday, October 22, 7:30-9 a.m.
Stranahan Hall-North Room 2160 UT’s Main Campus

Barry Fissel with Eastman & Smith will discuss what you need to have in place to ensure when employees or family members leave the business, they don't take the trade secrets with them. More information coming soon!

Forums (open to the public)

 

How to get to Yes, When the Road is Paved with No

Tuesday, November 19, 2013
5:30 p.m., The Sylvania Country Club 

World-renowned negotiation expert Joshua Weiss will talk about the negotiator in you, how to approach negotiations in your work, family and within yourself.

Networking and a light supper will begin at 5:30 p.m. The program will start at 6 p.m. with recognition of the outgoing advisory board members with the presentation by Joshua Weiss beginning at 6:30 p.m.