Take the first step toward reaching your
Financial Goals


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

Attend an Event

Our events 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 events to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events:

August 6
Retiring in an Election Year
6:30 pm | Lucia’s Steakhouse
August 8
Retiring in an Election Year
6:30 pm | Lucia’s Steakhouse
August 13
Retiring in an Election Year
6:30 pm | TBD
August 15
Retiring in an Election Year
6:30 pm | TBD
August 20
Estate Planning Educational Class
6:30 pm | TBD
August 27
Retiring in an Election Year
6:30 pm | Don Shula’s
August 29
Retiring in an Election Year
6:30 pm | Don Shula’s
September 10
2-Day Educational Retirement Course
6:00 pm | Mount Union
September 24
Retiring in an Election Year
6:30 pm | Alliance Country Club
October 8
Retiring in an Election Year
6:30 pm | The Nook
icon-rev

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 330.499.1915 | 877.531.1918.