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 at a Toledo Mud Hens Game on Tuesday, July 29, with first pitch scheduled for 7:05pm. Come out and watch the Hens take on the St. Paul Saints. We will be watching the game in style and comfort from stadium suites and food and drinks will be provided. Come join us for an event that’s sure to be a hit!

Click Here

Upcoming Financial Events

Medicare First Fridays

May 2nd
Starting at: 2:00pm-4:00pm
America's Retirement Headquarters
1700 Woodlands Dr.
Maumee, OH 43537

Register
Medicare First Fridays

June 6th
Starting at: 2:00pm-4:00pm
America's Retirement Headquarters
1700 Woodlands Dr.
Maumee, OH 43537

Register
Car Show

June 7th
Starting at: 3:00pm-6:00pm
America's Retirement Headquarters
1700 Woodlands Dr.
Maumee, OH 43537

Register
Medicare Workshop

June 17th
Starting at: 6:30pm
Sylvania Library King Road
3900 King Road
Toledo, OH 43617

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.