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!

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Upcoming Financial Events

Five Threats & Opportunities Facing Teachers

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

Economic Summit

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

Lab Training

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


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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