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 - 2018


This FREE educational event will answer many of the most common questions we receive from clients who are facing retirement, including:

  • How much money do I need to retire?
  • How do I make my money last?
  • When should I take Social Security?
  • How do I minimize taxes?
  • What do I do with my IRA or 401k?
  • And more!

You’ll learn the exact process we walk each of our clients through when they meet with us. Come join the hundreds of people who have attended and benefited from our more than 25 years of retirement planning experience.

Tuesday, October 23, 2018 | 6:30pm to 7:45pm (Click here to register)

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


Thursday, October 25, 2018 | 6:30pm to 7:45pm (Click here to register)

Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042


Saturday, October 27, 2018 | 10am to 11:15am (Click here to register)

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