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

february

13feb4:00 pmEstate Planning Workshop4:00 pm Sawmill Creek

march

04mar4:00 pmEstate Planning Workshop4:00 pm Parker's Grille and Tavern

06mar4:00 pmEstate Planning Workshop4:00 pm Parker's Grille and Tavern

18mar4:00 pmEstate Planning Workshop4:00 pm Hotel RL (Radisson Inn)

19mar4:00 pmEstate Planning Workshop4:00 pm Hotel RL (Radisson Inn)

25mar4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

27mar4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

april

15apr4:00 pmEstate Planning Workshop4:00 pm The Hotel at Oberlin

17apr4:00 pmEstate Planning Workshop4:00 pm The Hotel at Oberlin

22apr4:00 pmEstate Planning Workshop4:00 pm Terra State Community College

24apr4:00 pmEstate Planning Workshop4:00 pm 1812 Food and Spirits

may

06may4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

07may4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

13may4:00 pmEstate Planning Workshop4:00 pm Sawmill Creek

14may4:00 pmEstate Planning Workshop4:00 pm Sawmill Creek

20may4:00 pmEstate Planning Workshop4:00 pm Parker's Grille and Tavern

21may4:00 pmEstate Planning Workshop4:00 pm Parker's Grille and Tavern

it is time to take the next step

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