News & Events
Paying for College – Know Before You Go™!
Spring Workshop Wednesday, April 14, 2021 6:00 pm – 7:30 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...
Tax Reminder – Ready, Set, File by May 17th
TAX PREP BLOG: Tax Reminder – Ready, Set, File by May 17th Key information and reminders during this busy TAX SEASON from WPC! For anyone who files their return or works with other tax professionals, below is a checklist of what you need to get started. For those...
FAFSA, FAFSA, FAFSA
College admissions for high school seniors is well underway; and we all know this can be a stressful time for students and parents. I know firsthand having gone through it recently with my two daughters and having two sons who are fast approaching the college...
WPC Blog: Greater Cincinnati Foundation Names Wealth Planning Corporation As Designated Advisor
We are proud to share that Wealth Planning Corporation is one of 23 Cincinnati-area firms to be named an advisor by the Greater Cincinnati Foundation. This distinction means Wealth Planning Corporation can continue to manage client funds that are designated for...
WPC Blog: Patrick Scarborough Celebrates 10th Anniversary and Promotion to Chief Investment Officer
We are pleased to announce the promotion of Patrick Scarborough to Chief Investment Officer. Patrick has been an integral part of our team since 2011, and we’re thrilled to celebrate his 10th Anniversary as part of the Wealth Planning Corporation team. Patrick is...
Welcome to Our New Website!
Wealth Planning Corporation has a new website! If you’ve made it to this article, there’s a good chance you’ve noticed some changes on our website. Over the past year, we’ve worked hard to create an enhanced website that makes it even easier to learn more about our...
WPC Quarterly Newsletter
Come read our latest news, tips and events information from the team at Wealth Planning Corporation. Check out our news & events page for the detailed postings about Patrick's promotion Access our newsletter here...
Virtual Webcast – Featuring Todd Steinbrink, CFP® Hosted by Confident Living
Protecting your nest egg can make or break your future. Join us to successfully plan, understand, and manage your financial foundation to sustain your lifestyle for the remainder of your years. This free virtual program will cover: • Resources: Determining what you...
WPC Market Update – November 25, 2020
Read our latest Market Update regarding the DJIA reaching 30,000, current market sentiment and conditions by following this link: Market Update 11.25.2020
A Reflection from C. Michael Johnson, CFP®
Living on the Other Side By C. Michael Johnson, CFP® I get asked all the time, so now that you are on the other side (translation old and retired), do you think the financial advice you shared for the past 40 years as a wealth advisor was useful and made a...
