April 14 Richmond Estate Planning Council Meeting 

Our speaker will be
Derek Welch, JD, CLTC
Senior Director
Advanced Consulting Group
Nationwide Financial

The topic is:   “Advanced Planning and Long-Term Care”

As a member of Nationwide’s Advanced Consulting Group, Derek concentrates his efforts on creating solutions for Nationwide clientele that incorporate life insurance and annuities into estate and income tax planning and wealth transfer strategies.

Prior to joining Nationwide in 2007, Derek was engaged as an estate planning attorney and also had the opportunity to serve as a financial planner with a large wirehouse firm creating comprehensive wealth strategies for high net worth individuals. 

Derek graduated from The Ohio State University with a Bachelor of Arts in English and then went on to receive his Juris Doctorate from The University of Cincinnati, College of Law.  Derek is admitted to the Ohio State Bar and holds the FINRA series 7 and 24 licenses and is a Certified Long Term Care Specialist.