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 30
Women’s Only Workshop
5:30 pm | JLiu Worthington
August 1
Women’s Only Workshop
5:30 pm | JLiu Worthington

Upcoming Client Events

Check back later for upcoming 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