Sweet Spot Strategies: Insights for Your Wealth Plan
Cincinnati, OH/Northern Kentucky
November 6 @ 5:30 pm – 7:30 pm
Join us for a dynamic panel discussion geared towards high-net-worth individuals, seasoned investors, and financial professionals interested in exploring potential advanced wealth management concepts.
In today’s evolving financial landscape, traditional strategies may face new challenges. Our panel of industry professionals will share their sophisticated and innovative approaches that may help unlock new levels of financial perspective, potentially preserve capital, and help long-term legacy planning. Whether you’re looking to refine your current portfolio or explore new avenues, this event offers thought-provoking insights designed to inform your approach to wealth management.
Following the panel, guests are invited to enjoy an assortment of sweets and handcrafted coffee drinks while networking in a relaxed and welcoming setting.
Event Details:
Thursday, November 6th, 2025
5:30 PM – 7:30PM
Agenda:
5:30PM: Check in
5:45PM – 6:45PM: Panel discussion
6:45PM: Networking with coffee and desserts
Event Panelists:
- -Diego Vallota- Dean Dorton Private Wealth
- -Amy Wagner- Dean Dorton Private Wealth
- -Sara Hunt- Dean Dorton
- -Jennifer Leonard – Leonard Law
Location:
Dean Dorton- First Floor Training Room
810 Wright’s Summit Parkway
Ft. Wright, KY 41011
Questions about the event? Contact Sally Fisk at sfisk@deandorton.com
Disclosure:
This event is intended for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities. The views expressed by panelists are their own and do not necessarily reflect those of the hosting organization.
Register Now