Living for the present, charting a plan for the future

events

Hop on board & join us for an event!

attend one of our free workshops

We offer a variety of opportunities to ensure you can take hold of the helm on your financial ship!

all events calendar

february

07feb4:00 pmRetirement Planning4:00 pm Lorain County Community College

09feb4:00 pmRetirement Planning4:00 pm Lorain County Community College

21feb4:00 pmRetirement Planning4:00 pm Parker's Grille and Tavern

22feb4:00 pmRetirement Planning4:00 pm Parker's Grille and Tavern

march

08mar4:00 pmRetirement Planning4:00 pm The Shipyards

09mar4:00 pmRetirement Planning4:00 pm The Shipyards

21mar4:00 pmRetirement Planning4:00 pm Radisson Inn

23mar4:00 pmRetirement Planning4:00 pm Radisson Inn

april

04apr4:00 pmRetirement Planning4:00 pm Sawmill Creek

06apr4:00 pmRetirement Planning4:00 pm Sawmill Creek

18apr4:00 pmRetirement Planning4:00 pm Fremont Country Club

20apr4:00 pmRetirement Planning4:00 pm 1812 Food and Spirits

it is time to take the next step

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