News & Updates Blog

Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll, […]

Finding workers a bigger concern than marijuana, say central Ohio’s family businesses The Columbus Dispatch The state’s new medical marijuana law isn’t triggering alarms so far among central Ohio’s family-owned businesses. Only about a third of the… Daughters are Taking Over Family Businesses Forbes.com “It’s really about breaking down the rigidity of gender norms,” says […]

Members in the News! Dager: Connecting with customers in the age of e-commerce The Newark Advocate While the world moves towards e–commerce, at Velvet Ice Cream, we keep the values my father, Joe Dager, taught us about staying close to our…   Ricart buying AD Farrow Harley dealership The Columbus Dispatch With locations in Sunbury, […]

More than 22 million adult children between the ages of 18 and 34 are living at home with their parents. 1 This phenomenon is partially driven by the financial realities facing 20-somethings today, but it also illustrates the strong ties that exist between boomer parents – who have been scrutinized for “helicopter parenting” – and […]

Some reminders and tips on how to help protect yourself from identity theft this tax season from Conway Center Service Provider Gryphon Financial Partners. Do not respond to emails or phone calls from individuals or companies pretending to be the IRS especially if they exhibit threatening tones. The IRS does not call or email. They […]

The Ohio Bankers League (OBL) recently hosted bankers from across Ohio to convene on topics that affect our industry. The tireless efforts of the OBL are incredible and we couldn’t move forward as an industry without its support. The experts at the OBL build an engaging agenda that addressed the regulatory requirements affecting our industry, […]

Sales Connection Breakfast Series -March 1, 2019 Mike Schoedinger, President of Schoedinger Funeral & Cremation Service, will discuss the sales process in an industry that nobody wants to think about but everybody eventually needs. Being the leading deathcare provider in Columbus and the Central Ohio region requires them to offer more than just the “standard” […]

Member News Lori Kaiser of Kaiser Consulting Named Small Business Award Finalist The Columbus Chamber and First Merchants Bank will honor finalists and announce the recipient of the Small Business Leader Award at the Chamber’s 2019 Annual Meeting… Safex named Small Business of the Year at Westerville Chamber 2018SMALL BUSINESS OF THE YEARSafeX, Inc. 2018 […]