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Upcoming Events
Delaware, OH - August 23
Sporting Clay Charity Outing
Join us for a day of social interaction, networking, fun and casual competition on the shooting range. This fundraiser will benefit the Ronald McDonald House Charities of Central Ohio and the Kids & Clays Foundation.
Toledo, OH - August 27
Retire with Confidence: Ways To Generate Income From A $500,000+ Portfolio
Planning for a retirement that spans approximately three decades can be daunting. We’re here to offer guidance and a simple method to help you prepare. Join us in person to explore a plan for creating lifetime income in retirement.
This workshop will be most beneficial for those over the age of 50 but all ages are welcome.
Dayton Workshop
Brea(k)fast With the Experts
Join us on November 6th in Dayton!
This educational event is specifically designed for Business Owners, Finance, Human Resources, Benefits Executives, and Fiduciaries. Attendees will receive a certificate of attendance, which can be utilized to apply for continuing education credit.
Save the date and stay tuned for more information on how to register and agenda updates!
We can’t wait to see you there!
Columbus Workshop
Brea(k)fast With the Experts
Join us on November 7th in Columbus!
This educational event is specifically designed for Business Owners, Finance, Human Resources, Benefits Executives, and Fiduciaries. Attendees will receive a certificate of attendance, which can be utilized to apply for continuing education credit.
Save the date and stay tuned for more information on how to register and agenda updates!
