Events

New All-Star Program

We created the All-Star Program to make it easier than ever to let friends and family know about us and how we help our clients and families reach their financial goals. Our next exclusive All-Star event will be on Saturday, July 13th, at 8:00 p.m. at Centennial Terrance to enjoy the Eagles tribute show: Hotel California. Dig out your platforms, dust off your flares, and dance the night away to all your favorite hits!

Click Here

Upcoming Financial Events

Five Threats & Opportunities Facing Teachers

July 30th
Starting at: 7:00pm
America's Retirement Headquarters
1700 Woodlands Dr.
Maumee, OH 43537

Register
Cryptocurrency Workshop

September 10th
Starting at: 6:00pm
BGSU Levis Commons
1655 N. Wilkinson Way
Perrysburg, OH 43551

Register
Medicare Workshop

September 17th
Starting at: 6:00pm
Tekela Cantina-Sylvania Location
5147 Main St.
Sylvania, OH 43560

Register
Medicare Workshop

September 19th
Starting at: 6:00pm
Tekela Cantina-Sylvania Location
5147 Main St.
Sylvania, OH 43560

Register
Medicare Workshop

September 24th
Starting at: 9:00am
Scramblers-Perrysburg Location
25690 N. Dixie Hwy.
Perrysburg, OH 43551

Register
Medicare Workshop

September 24th
Starting at: 12:00pm
Scramblers-Perrysburg Location
25690 N. Dixie Hwy.
Perrysburg, OH 43551

Register
Economic Summit

October 2nd
Starting at: 6:00pm
Hilton Garden Inn Levis Commons
6165 Levis Commons Blvd.
Perrysburg, OH 43560

Register
Lab Training

November 15th
Starting at: 10:00am-12:00pm
America's Retirement Headquarters
1700 Woodlands Dr.
Maumee, OH 43537

Register

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!

  • Register Now

    Fill out the information below to save your seat at an upcoming event or workshop.

  • This field is for validation purposes and should be left unchanged.

We collect your phone number through our contact information form, and with your consent we will send you text messages on a weekly basis if you’ve opted in. Reply STOP at any time to unsubscribe from text messages. We will never share your customer data with third parties for marketing or promotional purposes.