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 27
Hyde Park Educational Dinner: How to Avoid a Potential Tax Storm
6:00 pm | Hyde Park Upper Arlington
August 4
Dublin Library: Retirement Tax Strategies for 2021 and Beyond
5:30 pm | Columbus Metropolitan Library – Dublin Branch

Upcoming Client Events

July 29
Client Educational Event: Latest Investment Strategies with Guest Speaker Sterling Capital Director Tim Sargent
6:00 pm | Worthington Hills Country Club

Upcoming Client Ambassador Events

September 15
Ambassadors Event Join us in “The Retirement Zone” at The Ohio State University Stadium
5:30 pm | The Ohio State University Stadium

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