Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

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.


October 22
Client Special Event “Investing in Wealth and Health”
6:00 pm | Worthington Hills Country Club
October 29
Surviving Retirement Educational Event
6:00 pm | Eddie Merlot
October 30
Surviving Retirement Educational Event
6:00 pm | Eddie Merlot
November 12
Surviving Retirement Educational Seminar
6:00 pm | Columbus Metropolitan Library – Dublin Branch
December 11
Client Holiday Special Event “The Art of an Abundant Retirement”
6:00 pm | Mcconnell Arts Center

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

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