Attend An Event
Our events focus on common financial concerns that individuals and families face in retirement, things like how mitigate the potential tax burden many face with their retirement accounts, how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Upcoming Community Events
October 18
Hyde Park Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Hyde Park Upper Arlington
October 20
Hyde Park Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Hyde Park Upper Arlington
Upcoming Client Events
December 8
Client Appreciation Event – Bring You & The Crew!
6:00 pm | Lower.com Stadium
Upcoming Client Ambassador Events
Rather meet One-on-one?
Schedule your visit with Don to create your financial strategy today.
