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

june

26jun4:00 pmEstate Planning4:00 pm Fremont Country Club

27jun4:00 pmEstate Planning4:00 pm 1812 Food and Spirits

july

10jul4:00 pmEstate Planning4:00 pm Radisson Inn

11jul4:00 pmEstate Planning4:00 pm Radisson Inn

24jul4:00 pmEstate Planning4:00 pm Parker's Grille and Tavern

25jul4:00 pmEstate Planning4:00 pm Parker's Grille and Tavern

august

07aug4:00 pmEstate Planning4:00 pm Lorain County Community College

08aug4:00 pmEstate Planning4:00 pm Lorain County Community College

21aug4:00 pmEstate Planning4:00 pm The Hotel at Oberlin

22aug4:00 pmEstate Planning4:00 pm The Hotel at Oberlin

september

04sep4:00 pmEstate Planning4:00 pm 1812 Food and Spirits

05sep4:00 pmEstate Planning4:00 pm Fremont Country Club

18sep4:00 pmEstate Planning4:00 pm Sawmill Creek

19sep4:00 pmEstate Planning4:00 pm Sawmill Creek

october

02oct4:00 pmEstate Planning4:00 pm Radisson Inn

03oct4:00 pmEstate Planning4:00 pm Radisson Inn

16oct4:00 pmEstate Planning4:00 pm Parker's Grille and Tavern

17oct4:00 pmEstate Planning4:00 pm Parker's Grille and Tavern

november

06nov4:00 pmEstate Planning4:00 pm The Hotel at Oberlin

07nov4:00 pmEstate Planning4:00 pm The Hotel at Oberlin

it is time to take the next step

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