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

July 9
Women’s Only Workshop
6:00 pm | JLiu Worthington

Upcoming Client Events

July 18
Ross Wealth Advisors State of the Market Discussion
6:00 pm | Worthington Hills Country Club

Upcoming Client Ambassador Events

Check back soon for upcoming client ambassador events!

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