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

March 1
Eddie Merlot Dinner Workshop: Getting To and Through Retirement
6:00 pm | Eddie Merlot Polaris
March 3
Eddie Merlot Informational Dinner Seminar: Successful Retirement Planning
6:00 pm | Eddie Merlot Polaris
March 15
Pinnacle Golf Club Dinner Workshop: Getting To and Through Retirement Successfully
6:00 pm | Pinnacle Golf Club
March 16
Pinnacle Golf Club Dinner Workshop: Getting To and Through Retirement Successfully
6:00 pm | Pinnacle Golf Club
April 5
Hyde Park Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Hyde Park Upper Arlington
April 7
Hyde Park Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Hyde Park Upper Arlington
April 19
Eddie Merlot Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Eddie Merlot Polaris
April 20
Eddie Merlot Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Eddie Merlot Polaris
May 3
Pinnacle Golf Club Dinner Workshop: Getting To and Through Retirement
6:00 pm | Pinnacle Golf Club
May 5
Pinnacle Golf Club Dinner Seminar: Successful Retirement Planning
6:00 pm | Pinnacle Golf Club

Upcoming Client Events

February 3
Cheers and Beers for the New Year
7:00 pm | Olentangy River Brewing Company

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