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.

Upcoming Community Events

June 23
Hyde Park Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Hyde Park Upper Arlington
June 25
Hyde Park Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Hyde Park Upper Arlington
July 21
Eddie Merlot Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Eddie Merlot Polaris
July 23
Eddie Merlot Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Eddie Merlot Polaris

Upcoming Client Events

Check back later for upcoming events.

Upcoming Client Ambassador Events

July 1
Ambassadors Event It’s Going to Be Wild! The Heart of Africa Exhibit at The Columbus Zoo & Aquarium
5:30 pm | Heart of Africa at The Columbus Zoo

Rather meet One-on-one?

Schedule your visit with Don to create your financial strategy today.

Or give us a call at 614.545.0277