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

March 5
Tremont Library: Retirement Tax Strategies for 2020 and Beyond
6:00 pm | Upper Arlington Public Library
March 24
Hyde Park Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Hyde Park Upper Arlington
March 26
Hyde Park Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Hyde Park Upper Arlington
April 9
Dublin Library: Retirement Tax Strategies for 2020 and Beyond
6:00 pm | Columbus Metropolitan Library – Dublin Branch
April 14
Eddie Merlot Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Eddie Merlot Polaris
April 16
Eddie Merlot Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Eddie Merlot Polaris

Upcoming Client Events

March 10
Client Educational Event: How to be a Savvy Baby Boomer
6:00 pm | Worthington Hills Country Club

Upcoming Client Ambassador Events

May 7
Ambassadors Be Sure to Save the Date!
6:00 pm |

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