ATTEND AN EVENT
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
January 28
Maximize Social Security Benefits, Retirement Income and Tax Efficiency
6:30 pm | The Bertram Inn and Conference Center 600 North Aurora Road
Aurora, OH 44202 United States
Aurora, OH 44202 United States
January 30
Maximize Social Security Benefits, Retirement Income and Tax Efficiency
6:30 pm | The Bertram Inn and Conference Center 600 North Aurora Road
Aurora, OH 44202 United States
Aurora, OH 44202 United States
Rather Meet
One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.