Join Us for a Deep Dive into Estate Planning

   Wednesday, June 7, 2023
   Registration opens at 5:45 with presentation starting at 6:15

Come join Dan and Derek, as they discuss the very important issue of estate planning. The presentation will discuss the following topics:
  • What is Estate Planning?
  • What are some simple Estate Planning techniques everyone can do?
  • What Estate Planning documents do I need?
  • Is a Trust right for Me?
  • How to protect against the high costs of nursing homes.
The presentation will be followed by a Q&A as time permits. Come join us for a fun and informative evening! Snacks and refreshments will be provided. Space is limited to 45 registrants, once full you will be placed on a waiting list for a future date. Park where convenient and one can enter through the Lobby entrance doors and take the elevators to the lower level. The presentation should take approximately one hour.

Meet Your Instructors:

Dan A. Baron is the founding member of Baron Law LLC, focusing his practice to the areas of estate planning and elder law. In addition to the practice of law, Dan teaches at several local colleges including Cuyahoga Community College, Lorain County Community College, and Baldwin Wallace. Dan is a published author of several articles that have been published in the CMBA bar journal. In addition he is the founder of the annual publication, “Dollars & Sense” magazine. He is a member of the Cleveland Metropolitan, West Shore, Ohio, and American Bar Associations. Dan is also on the board of Trustees for the Parma Bar Association and Bridgeboard, a non-profit that raises money for the Boys and Girls Club. Finally, most recently Dan was selected as a Super Lawyer, Rising Star, a nomination that only the top 2.5% of attorneys achieve, but as Dan says, it’s most likely a nomination made by his mother.
Derek Gabrielsen delights in forging personal relationships with clients and putting them at ease about their financial future. Derek knows that retirement is a huge milestone in a client’s life and he’s honored to be a part of that journey, empowering clients with the confidence and tools they need to retire comfortably. As a wealth advisor and A Chartered Retirement Planning Counselor™ (CRPC®), Derek specializes in the advanced planning aspects of wealth management, including risk management, retirement planning, and wealth transfer. Above all else, Derek believes that establishing a deep, personal relationship with a client is the bedrock to building a strong financial plan. Derek’s financial career began in tax accounting before moving on to work in a variety of advisory and management roles. Before joining Strategic Wealth Partners over a decade ago, he worked with a wide range of businesses, including manufacturing firms, third-party logistics companies, and large eCommerce sites.

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