Free Financial Planning Workshops

Not a sales seminar, our workshop series will clearly explain many of the important decisions you need to consider before developing a personalized financial plan.

FREE Retirement Planning Workshops - 2019



One of the most common questions good savers have is: "What about Social Security?" 

Did you know that Social Security filing mistakes could cost you thousands of dollars? Don't let mistakes ruin your hard work!

At this FREE event, you’ll learn:

  • The best time to file (everyone is unique)
  • How to blend 401(k) or IRA income
  • When your spouse should file
  • Tax considerations to make
  • Legislative risks to the program
  • And more!

Social Security is one of the most complex aspects of retirement. Filing at the appropriate time could mean thousands of extra dollars in income down the line.

See for yourself why hundreds of Tri-State pre-retirees have made this workshop our most popular educational event!


Tuesday, March 19, 2019 | 6:45pm to 8:00pm (Click here to register)

The Summit Hotel | 5345 Medpace Way, Cincinnati OH 45227



Wednesday, March 20, 2019 | 6:45pm to 8:00pm (Click here to register)

Cincinnati Marriott North | 6189 Muhlhauser Road, West Chester OH 45069



Thursday, March 21, 2019 | 6:45pm to 8:00pm (Click here to register)

Cooper Creek Event Center | 4040 Cooper Road, Blue Ash OH 45241



Saturday, March 23, 2019 | 11:15am to 12:30pm (Click here to register) 

Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042