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4665 Cornell Rd # 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 235 Carmel, IN 46032
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About
About Total Wealth Planning
Our Team
History
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
Retirement Planning
Virtual Services
Who We Serve
Corporate Executives
Family
Pre-Retirees / Retirees
Business Owners
Emerging Affluent
Resources
Economic & Investment Outlook
Total Wealth Plan
Blog & News
Video Library
5 Reasons
Fiduciary Duty
10 Questions
Secure File Upload
FAQ
Contact
Schedule Introductory Conversation
Call Us: 513-984-6696
4665 Cornell Rd # 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 235 Carmel, IN 46032
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Future Shred Day Event Planning Feedback
Please check all that apply:
Our shredding event is of value to you, your family or friends.
We gave enough notice to prepare for our June 8th shredding event.
You suggest we should also collect gently used books for donation to www.AdoptABookohio.org.
Would you prefer we host future shredding events on:
Friday afternoon and serve lunch (11:30-1:30)
Saturday morning and serve coffee with donuts and bagels (9-11am)
Saturday afternoon and serve lunch (11:30-1:30)
Do you have any other suggestions for us to improve this annual event?
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