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Upcoming Events
Dublin, OH - May 1
Retirement Income Planning Happy Hour
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. Plus, enjoy complimentary drinks and hors d’oeuvres while you learn.
This workshop will be most beneficial for those over the age of 50 but all ages are welcome. Only 25 spaces available for this exclusive event.
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!
