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 30
Eddie Merlot Educational Workshop: Warning Signs of a Recession are Creating an Uneasy Environment for Retirement
6:30 pm | Eddie Merlot Polaris
April 18
Columbus Fish Market Educational Dinner: Warning Signs of a Recession are Creating an Uneasy Environment for Retirement
6:30 pm | Columbus Fish Market
April 20
Columbus Fish Market Educational Dinner: Warning Signs of a Recession are Creating an Uneasy Environment for Retirement
6:30 pm | Columbus Fish Market
May 2
JLiu Worthington Educational Dinner: Warning Signs of a Recession are Creating an Uneasy Environment for Retirement
6:30 pm | JLiu Worthington
May 3
JLiu Worthington Educational Dinner: Warning Signs of a Recession are Creating an Uneasy Environment for Retirement
6:30 pm | JLiu Worthington
May 9
Hyde Park Upper Arlington Educational Dinner: Retirement Topic TBD
6:30 pm | Hyde Park Upper Arlington
May 11
Hyde Park Upper Arlington Educational Dinner: Retirement Topic TBD
6:30 pm | Hyde Park Upper Arlington
June 20
The Barn at Rocky Fork Creek Educational Dinner: Retirement Topic TBD
6:30 pm | The Barn at Rocky Fork Creek
June 22
The Barn at Rocky Fork Creek Educational Dinner: Retirement Topic TBD
6:30 pm | The Barn at Rocky Fork Creek
Upcoming Client Events
Upcoming Client Ambassador Events
Rather meet One-on-one?
Schedule your visit with Don to create your financial strategy today.
