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
May 20
Educational Workshop at Matt the Miller Tavern Steakhouse : ARMOR Up Your Retirement
6:00 pm | Matt the Miller Tavern Steakhouse
June 17
Retirement Planning Today Class (2 nights June 17th & 24th)
6:00 pm | John Crane Upper Arlington Community Center
June 19
Retirement Planning Today Class (2 nights June 19th & 26th)
6:00 pm | John Crane Upper Arlington Community Center
Rather meet One-on-one?
Schedule your visit with Don to create your financial strategy today.