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


This FREE, 60-minute 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.

Cooper Creek Event Center | 4040 Cooper Road | Blue Ash, OH 45241
6:30-7:30 PM Wednesday, May 16th Register Now 

Hilton Cincinnati Airport
| 7373 Turfway Road | Florence, KY 41042
6:30-7:30 PM Thursday, May 17th Register Now

Savannah Center | 5533 Chappell Crossing Boulevard | West Chester Township, OH 45069
10:00-11:00 AM Saturday, May 19th Register Now