Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

 

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

March 24
Surviving Retirement
6:00 pm | City Square Steakhouse – Wooster
March 25
Surviving Retirement
6:00 pm | City Square Steakhouse – Wooster
April 21
Surviving Retirement
6:00 pm | The Galaxy Restaurant – Wadsworth

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at (330) 804-0123

Call Now Button