Stifel | You're Invited!

“Zoom-In” with The Todd Group:
Estate Planning – What You Should Know NOW

Zoom Webinar:
Tuesday, August 26, 2025
12:00 Noon & 4:30 p.m. Eastern Time

Join us for a Zoom webinar!
What is Estate Planning?
Document it!
Powers of Attorney
Last Will & Testament
Trusts
Next Steps

Speaker:
Annie Warner
Principal
Warner Law Firm, LLC

RSVP Instructions:
Zoom Webinar | 12:00 noon & 4:30 p.m.
(click below to register)
Register for 12:00 noon | Register for 4:30 p.m.
or visit www.TheToddGroupAdvisors.com/events
or call (513) 794-5014
or e-mail TheToddGroup@Stifel.com

To RSVP, please register by Tuesday, August 26.

Hosted by:

Todd A. Haacke, CPM^®, CRPC^TM Managing Director/Investments	Todd A. Hicks, CRPC^TM Senior Vice President/Investments
Jeff A. Scheper, CFP^® Senior Vice President/Investments	Bradley A. Clasen Vice President/Investments
Michele A. Behling, CFP^® Client Relationship Manager	Andrew Hicks Financial Advisor
Adam G. Higgins Financial Advisor Associate	Matthew Cipri Registered Client Service Associate
Samuel Clarke Registered Client Service Associate	Bailey Hedrick Client Service Associate
Claire Hulgin Client Service Associate

9999 Carver Road, Suite 350 | Cincinnati, Ohio 45242
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Stifel is not affiliated with Warner Law Firm, LLC.
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Stifel does not provide legal or tax advice. You should consult with your
legal or tax advisor regarding your particular situation.

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