Events

Conversation & Coffee – Monthly meeting on the 3rd Wednesday morning of each month.
Knowledge @ Noon (formerly Virtual Seminars) – Quarterly meetings, that include pre-recorded sessions and live seminars.
Networking & Social Events – Quarterly events

We look forward to you joining us soon!

wholeset
Aug
21
2019

August Conversation & Coffee - NEW LOCATION!

August 21st, 2019 at 7:30 am, Fifth Third Madisonville Operations Center

TOPIC: Raise More Money Now! Gifts from Retirement Savings Assets held in retirement accounts represent over 40%* of the value of all public U.S. companies!  Not only is the value of the assets Americans hold in retirement plans almost unimaginably…

wholeset
Sep
11
2019

Knowledge @ Noon - September 11, 2019

September 11th, 2019 at 12:00 pm, American Red Cross

Topic:  The Do’s and (a few) Don’ts of Gifts from IRAs Charitable gifts from IRA accounts, once an afterthought, have moved to center stage since the charitable IRA rollover law was made permanent at the end of 2015. However, often over…

wholeset
Sep
18
2019

September Conversation & Coffee

September 18th, 2019 at 7:30 am, Fifth Third Madisonville Center Operations Center

TOPIC: Reclaim Your Workspace: Conquer Your Office Clutter Even for the most motivated employees, working in a disorganized workspace can prove to be a detriment to morale and productivity. Whether you’re working from home or in a corporate setti…

wholeset
Oct
16
2019

October Conversation & Coffee

October 16th, 2019 at 7:30 am, Fifth Third Madisonville Center Operations Center

TOPIC: TBA SPEAKER: TBA WHAT: Conversation & Coffee WHEN: Wednesday, October 16, 2019 TIME: 7:30 – 8:00 a.m. – Networking with the Speaker 8:00 – 9:00 a.m. – Program NEW LOCATION! Fifth Third Madisonville Center Oper…

wholeset
Nov
13
2019

Knowledge @ Noon - November 13, 2019

November 13th, 2019 at 12:00 pm, American Red Cross

Topic:  TBA Presenter:  TBA Where:  American Red Cross 2111 Dana Ave. Cincinnati, OH 45207 Directions Time: 12:00pm – 1:15pm     Cost:  Members – Free Non Members – $10 Questions: Ask Event Chair, Kathann Koehler at koehler@x…

wholeset
Nov
20
2019

November Conversation & Coffee

November 20th, 2019 at 7:30 am, Fifth Third Madisonville Center Operations Center

TOPIC: TBA SPEAKER: TBA WHAT: Conversation & Coffee WHEN: Wednesday, November 20, 2019 TIME: 7:30 – 8:00 a.m. – Networking with the Speaker 8:00 – 9:00 a.m. – Program  WHERE: Cincinnati Playhouse in the Park, 962…

wholeset
Dec
18
2019

December Conversation & Coffee

December 18th, 2019 at 7:30 am, Fifth Third Madisonville Center Operations Center

TOPIC: TBA SPEAKER: TBA WHAT: Conversation & Coffee WHEN: Wednesday, December 18, 2019 TIME: 7:30 – 8:00 a.m. – Networking with the Speaker 8:00 – 9:00 a.m. – Program NEW LOCATION! Fifth Third Madisonville Center Ope…

wholeset
Feb
12
2020

Knowledge @ Noon - February 12, 2020

February 12th, 2020 at 12:00 pm, American Red Cross

Topic:  TBA Presenter:  TBA Where:  American Red Cross 2111 Dana Ave. Cincinnati, OH 45207 Directions Time: 12:00pm – 1:15pm     Cost:  Members – Free Non Members – $10 Questions: Ask Event Chair, Kathann Koehler at koehler@x…

wholeset
May
13
2020

Knowledge @ Noon - May 13, 2020

May 13th, 2020 at 12:00 pm, American Red Cross

Topic:  TBA Presenter:  TBA Where:  American Red Cross 2111 Dana Ave. Cincinnati, OH 45207 Directions Time: 12:00pm – 1:15pm     Cost:  Members – Free Non Members – $10 Questions: Ask Event Chair, Kathann Koehler at koehler@x…