Events
Whether it’s keeping up with critical life event issues, retirement preparation, discussing important financial topics or just a chance to socialize, our firm is dedicated to providing sound financial education and opportunities to directly engage with our entire financial wellness, planning & advisory team.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 16, 2026
5:30p - 7:00p
Fawcett Event Conference Center
Retirement Decisions - 5:30 PM
This program will review Preparing for Retirement, Social Security, OPERS-STRS Pensions, ARP, Investment Management, Wills/Trusts, Probate Avoidance.
April 16, 2026
12:00a - 1:30p
Fawcett Event Conference Center
Retirement Decisions - 12:00 Noon
This program will review Preparing for Retirement, Social Security, OPERS-STRS Pensions, ARP, Investment Management, Wills/Trusts, Probate Avoidance.