Living for the present, charting a plan for the future

events

Hop on board & join us for an event!

attend one of our complimentary workshops

We offer a variety of opportunities in assisting you in taking hold of the helm on your financial ship!

all events calendar

october

04oct4:00 pmRetirement Planning4:00 pm The Shipyards

05oct4:00 pmRetirement Planning4:00 pm The Shipyards

18oct4:00 pmRetirement Planning4:00 pm Sawmill Creek

19oct4:00 pmRetirement Planning4:00 pm Sawmill Creek

november

01nov4:00 pmRetirement Planning4:00 pm Parker's Grille and Tavern

02nov4:00 pmRetirement Planning4:00 pm Parker's Grille and Tavern

07nov4:00 pmRetirement Planning4:00 pm The Hotel at Oberlin

08nov4:00 pmRetirement Planning4:00 pm The Hotel at Oberlin

december

No Events

it is time to take the next step

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