Attend An Event
Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Upcoming Community Events
June 23
Hyde Park Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Hyde Park Upper Arlington
June 25
Hyde Park Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Hyde Park Upper Arlington
July 21
Eddie Merlot Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Eddie Merlot Polaris
July 23
Eddie Merlot Informational Dinner Seminar: Strategies to Plan for Your Abundant Retirement
6:00 pm | Eddie Merlot Polaris
Upcoming Client Events
Check back later for upcoming events.
Upcoming Client Ambassador Events
July 1
Ambassadors Event It’s Going to Be Wild! The Heart of Africa Exhibit at The Columbus Zoo & Aquarium
5:30 pm | Heart of Africa at The Columbus Zoo
Rather meet One-on-one?
Schedule your visit with Don to create your financial strategy today.
