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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. 

Available to current clients, prospective relationships and the public overall, these events are provided either by Retirement Strategies, Ltd. directly, or through one of our partner organizations like our 501C3 Non-Profit, COPEC (Central Ohio Professional Education Council) and our Financial Services Network Group, Financial Services Under 1 Roof.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

July 16, 2021

11:00a - 12:00p

Zoom -

COPEC - Budgeting Basics and More

Register HERE:

Event Registration