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

October 26
Hyde Park Educational Dinner: Plan Well Retire Well
6:00 pm | Hyde Park Upper Arlington
October 28
Hyde Park Educational Dinner: Plan Well Retire Well
6:00 pm | Hyde Park Upper Arlington

Upcoming Client Events

Check back later for upcoming events.

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