Wednesday, March 25, 2020 7:00 PM – 8:30 PM Wealth Planning Corporation 8370 East Kemper Road Cincinnati, OH 45249 Presented by: Todd Lyon, CFP® and Jerry Yox, CFP® What is the reality of college pricing and how can you save on the costs? High schools focus on how to navigate the admissions process and meet
View the 2020 Wealth Planning Corporation eBrochure to learn more about our team and our practice. Flip through the pages, zoom in to see details, and get a sense of how the Wealth Planning Corporation team can best serve you–this year and beyond.
About Us Wealth Planning Corporation has been a private, independent wealth management company since 1984. WPC was founded when C. Michael Johnson left E.F. Hutton, which based a broker’s compensation on the frequency of investments transactions with poor disclosure to the clients as to their costs. Mike saw a need to better align the client’s
Stewards of a Sacred Trust Trust is the common thread in any successful relationship, and must be earned over time. Since its inception in 1984, WPC has embraced the role of a fiduciary – to act only in the best interest of the client. While many other firms were founded on “selling” investments, our commitment
Dedicated to providing the Unique Client Experience, WPC is a team of experienced, credentialed professionals committed to understanding each client’s concerns, opportunities and goals, and to enhancing our clients’ lives by being worthy stewards of the sacred trust they place in us. Different from many advisory practices, clients of WPC benefit from the collaboration of