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.
7 PERSONAL DECISION POINTS
This FREE educational event will answer many of the most common questions we receive from clients who are facing retirement, including:
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
Cooper Creek Event Center | 4040 Cooper Road, Blue Ash OH 45241
Thursday, October 25, 2018 | 6:30pm to 7:45pm
Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042
Saturday, October 27, 2018 | 10am to 11:15am
Cincinnati Marriott North | 6189 Muhlhauser Road, West Chester OH 45069