Living for the present, charting a plan for the future
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!
july
Donauschwaben's German-American Cultural Center 7370 Columbia Rd, Olmsted Falls, OH 44138
Time
(Wednesday) 4:00 pm
Location
Donauschwaben's German-American Cultural Center
7370 Columbia Rd, Olmsted Falls, OH 44138
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
more
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals. Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
Sold Out
Donauschwaben's German-American Cultural Center 7370 Columbia Rd, Olmsted Falls, OH 44138
Time
(Thursday) 4:00 pm
Location
Donauschwaben's German-American Cultural Center
7370 Columbia Rd, Olmsted Falls, OH 44138
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
more
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals. Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
Sold Out
august
04aug4:00 pmEstate Planning Workshop4:00 pm Parker's Grille and Tavern
Parker's Grille and Tavern32858 Walker Rd, Avon Lake, OH 44012
Time
(Tuesday) 4:00 pm
Location
Parker's Grille and Tavern
32858 Walker Rd, Avon Lake, OH 44012
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
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05aug4:00 pmEstate Planning Workshop4:00 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, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
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Make sure to RSVP to this amazing event!
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24aug4:00 pmEstate Planning Workshop4:00 pm Sawmill Creek Resort - Wildflower Room
Sawmill Creek Resort - Wildflower Room400 Sawmill Creek Dr Huron, OH 44839
Time
(Monday) 4:00 pm
Location
Sawmill Creek Resort - Wildflower Room
400 Sawmill Creek Dr Huron, OH 44839
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
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Make sure to RSVP to this amazing event!
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25aug4:00 pmEstate Planning Workshop4:00 pm Sawmill Creek Resort - Wildflower Room
Sawmill Creek Resort - Wildflower Room400 Sawmill Creek Dr Huron, OH 44839
Time
(Tuesday) 4:00 pm
Location
Sawmill Creek Resort - Wildflower Room
400 Sawmill Creek Dr Huron, OH 44839
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
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september
01sep4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College
Lorain County Community College151 Innovation Dr, Elyria, OH 44035 Richard Desich Business and Entrepreneurship Center - DEC Room 132
Time
(Tuesday) 4:00 pm
Location
Lorain County Community College
151 Innovation Dr, Elyria, OH 44035 Richard Desich Business and Entrepreneurship Center - DEC Room 132
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
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02sep4:00 pmEstate Planning Workshop4:00 pm Lorain County Community College
Lorain County Community College151 Innovation Dr, Elyria, OH 44035 Richard Desich Business and Entrepreneurship Center - DEC Room 132
Time
(Wednesday) 4:00 pm
Location
Lorain County Community College
151 Innovation Dr, Elyria, OH 44035 Richard Desich Business and Entrepreneurship Center - DEC Room 132
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
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15sep4:00 pmEstate Planning Workshop4:00 pm The Hotel at Oberlin
The Hotel at Oberlin10 E College St, Oberlin, OH 44074Tappan Room
Time
(Tuesday) 4:00 pm
Location
The Hotel at Oberlin
10 E College St, Oberlin, OH 44074
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
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Make sure to RSVP to this amazing event!
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Can not make it to this event?Change my RSVP
16sep4:00 pmEstate Planning Workshop4:00 pm The Hotel at Oberlin
The Hotel at Oberlin10 E College St, Oberlin, OH 44074Tappan Room
Time
(Wednesday) 4:00 pm
Location
The Hotel at Oberlin
10 E College St, Oberlin, OH 44074
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot 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
29sep4:00 pmEstate Planning Workshop4:00 pm 1812 Food and Spirits
1812 Food and Spirits2590 E Sand Rd, Port Clinton, OH 43452
Time
(Tuesday) 4:00 pm
Location
1812 Food and Spirits
2590 E Sand Rd, Port Clinton, OH 43452
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
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30sep4:00 pmEstate Planning Workshop4:00 pm Terra State Community College
Terra State Community College2830 Napoleon Rd, Fremont, OH 43420Neeley Center
Time
(Wednesday) 4:00 pm
Location
Terra State Community College
2830 Napoleon Rd, Fremont, OH 43420
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
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OpenSpaces Still Available
Can not make it to this event?Change my RSVP
october
21oct4:00 pmEstate Planning Workshop4:00 pm Spitzer Conference Center
Spitzer Conference Center1005 N Abbe Rd. Elyria, OH 44035Spitzer Conference Center - Room SP114
Time
(Wednesday) 4:00 pm
Location
Spitzer Conference Center
1005 N Abbe Rd. Elyria, OH 44035
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot 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
22oct4:00 pmEstate Planning Workshop4:00 pm Spitzer Conference Center
Spitzer Conference Center1005 N Abbe Rd. Elyria, OH 44035Spitzer Conference Center - Room SP114
Time
(Thursday) 4:00 pm
Location
Spitzer Conference Center
1005 N Abbe Rd. Elyria, OH 44035
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot 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
04nov4:00 pmEstate Planning Workshop4:00 pm Donauschwaben's German-American Cultural Center
Donauschwaben's German-American Cultural Center 7370 Columbia Rd, Olmsted Falls, OH 44138
Time
(Wednesday) 4:00 pm
Location
Donauschwaben's German-American Cultural Center
7370 Columbia Rd, Olmsted Falls, OH 44138
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
more
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals. Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
Sold Out
05nov4:00 pmEstate Planning Workshop4:00 pm Donauschwaben's German-American Cultural Center
Donauschwaben's German-American Cultural Center 7370 Columbia Rd, Olmsted Falls, OH 44138
Time
(Thursday) 4:00 pm
Location
Donauschwaben's German-American Cultural Center
7370 Columbia Rd, Olmsted Falls, OH 44138
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
more
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals. Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot today!
Sold Out
11nov4:00 pmEstate Planning Workshop4:00 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, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot 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
12nov4:00 pmEstate Planning Workshop4:00 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, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational
Event Details
Are you retired, approaching retirement, or planning your estate? At this stage in life, protecting your assets and planning for your financial future is more important than ever. This educational event will cover topics related to estate planning, retirement strategies, and other financial considerations to help you stay informed and make decisions that align with your goals.Attendees will have the option to schedule a complimentary consultation following the event to discuss their individual needs. Seating is limited, and reservations are required—reserve your spot 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
january
No Events
february
No Events
march
No Events
april
No Events
may
No Events
june
No Events
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