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

may

No Events

june

04jun4:00 pmEstate Planning Workshop4:00 pm Donauschwaben's German-American Cultural Center

05jun4:00 pmEstate Planning Workshop4:00 pm Donauschwaben's German-American Cultural Center

17jun4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

18jun4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

july

08jul4:00 pmEstate Planning Workshop4:00 pm The Hotel at Oberlin

09jul4:00 pmEstate Planning Workshop4:00 pm The Hotel at Oberlin

22jul4:00 pmEstate Planning Workshop4:00 pm 1812 Food and Spirits

23jul4:00 pmEstate Planning Workshop4:00 pm Terra State Community College

august

05aug4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

06aug4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College

19aug4:00 pmEstate Planning Workshop4:00 pm Sawmill Creek

20aug4:00 pmEstate Planning Workshop4:00 pm Sawmill Creek

it is time to take the next step

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