Events

NEW All-Star Program

We are so excited to roll out our brand-new All-Star Program to make it easier than ever to let friends and family know about us. Our next event is July 14th and includes a three-hour Glass City Pearl Boat Ride from downtown Toledo, out to Lake Erie and back, with food, drinks, and fun. To learn more about the All-Star Program:

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Upcoming Financial Events

Turning 65 Medicare Workshop

March 22nd
Starting at: 6:00pm
Red Lobster Monroe Street Location
4990 Monroe St.
Toledo OH 43623

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Turning 65 Medicare Workshop

April 18th
Starting at: 6:00pm
Location To Be Determine

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RETIREMENT TODAY Workshop

May 9th
Starting at: 6:00pm
Urban Pine Winery
3415 Briarfield Blvd.
Maumee, OH 43537

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RETIREMENT TODAY Workshop

May 11th
Starting at: 11:00am
Urban Pine Winery
3415 Briarfield Blvd.
Maumee, OH 43537

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Educational Workshop-Retirement Playbook

May 15th
Starting at: 6:00pm
BGSU Levis Commons
1655 Wilkinson Way
Perrysburg OH 43551

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Educational Workshop-Retirement Playbook

May 17th
Starting at: 6:00pm
BGSU Levis Commons
1655 Wilkinson Way
Perrysburg OH 43551

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Summer BBQ

June 13th
Starting at: 4:00pm-6:00pm
HOOVES
4055 Wilkins Rd.
Swanton, OH 43558

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On Demand Webinar Events

Timely retirement education has never been more important. You need answers now – which is why you can start watching our webinars right now.

Certified Financial Planner Chaz Price discusses the Secure Act

How will the SECURE Act impact you? Chaz Price, CFP, shows you what you can expect.

Has Your Job Been Recently Impacted?

What can you do if your job is directly affected by lockdowns? We can help!

Economic and Market Update

Watch a 2020 State of the Markets update by Darren Munn.

Four Threats & Opportunities Facing Business Managers

What do you need to watch out for as a business owner in 2020? Find out here!

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