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:

December 13
Tax Efficient Planning Workshop
1:00 pm | Prism Wealth Management Office
January 14, 2020
Surviving Retirement
6:00 pm | City Square Steakhouse – Wooster
January 15, 2020
Surviving Retirement
6:00 pm | City Square Steakhouse – Wooster
February 11, 2020
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

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