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

September 27
Eddie Merlot Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Eddie Merlot Polaris
September 29
Eddie Merlot Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Eddie Merlot Polaris
October 18
Hyde Park Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Hyde Park Upper Arlington
October 20
Hyde Park Educational Workshop: Getting To and Through Retirement Successfully
6:00 pm | Hyde Park Upper Arlington

Upcoming Client Events

September 22
Meet the Team 2022
6:00 pm | Worthington Hills Country Club
December 8
Client Appreciation Event – Bring You & The Crew!
6:00 pm | Lower.com Stadium

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