Living for the present, charting a plan for the future


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

october
04oct4:00 pmRetirement Planning4:00 pm The Shipyards
The Shipyards500 Shipyard Way, Lorain, OH 44052
Time
(Wednesday) 4:00 pm
Location
The Shipyards
500 Shipyard Way, Lorain, OH 44052
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
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Yes
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05oct4:00 pmRetirement Planning4:00 pm The Shipyards
The Shipyards500 Shipyard Way, Lorain, OH 44052
Time
(Thursday) 4:00 pm
Location
The Shipyards
500 Shipyard Way, Lorain, OH 44052
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
18oct4:00 pmRetirement Planning4:00 pm Sawmill Creek
Sawmill Creek400 Sawmill Creek Dr Huron, OH 44839
Time
(Wednesday) 4:00 pm
Location
Sawmill Creek
400 Sawmill Creek Dr Huron, OH 44839
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
19oct4:00 pmRetirement Planning4:00 pm Sawmill Creek
Sawmill Creek400 Sawmill Creek Dr Huron, OH 44839
Time
(Thursday) 4:00 pm
Location
Sawmill Creek
400 Sawmill Creek Dr Huron, OH 44839
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
november
01nov4:00 pmRetirement Planning4:00 pm Parker's Grille and Tavern
Parker's Grille and Tavern32858 Walker Rd, Avon Lake, OH 44012
Time
(Wednesday) 4:00 pm
Location
Parker's Grille and Tavern
32858 Walker Rd, Avon Lake, OH 44012
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
02nov4:00 pmRetirement Planning4:00 pm Parker's Grille and Tavern
Parker's Grille and Tavern32858 Walker Rd, Avon Lake, OH 44012
Time
(Thursday) 4:00 pm
Location
Parker's Grille and Tavern
32858 Walker Rd, Avon Lake, OH 44012
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
07nov4:00 pmRetirement Planning4:00 pm The Hotel at Oberlin
The Hotel at Oberlin10 E College St, Oberlin, OH 44074
Time
(Tuesday) 4:00 pm
Location
The Hotel at Oberlin
10 E College St, Oberlin, OH 44074
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
08nov4:00 pmRetirement Planning4:00 pm The Hotel at Oberlin
The Hotel at Oberlin10 E College St, Oberlin, OH 44074
Time
(Wednesday) 4:00 pm
Location
The Hotel at Oberlin
10 E College St, Oberlin, OH 44074
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major
Event Details
Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
december
No Events
it is time to take the next step
