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



This FREE educational event, exclusively for people within 5 years of retirement, 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 401(k)?
  • And more!

You’ll learn the exact process we walk each of our clients through when they meet with us. No high-pressure sales tactics. No product pitches.

Come see why more than 2,000 Tri-State pre-retirees attended our workshops last year.



Tuesday, January 29, 2019 | 6:45pm to 8:00pm (Click here to register)

The Summit Hotel | 5345 MedPace Way, Cincinnati OH 45227



Wednesday, January 30, 2019 | 6:45pm to 8:00pm (Click here to register)

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



Thursday, January 31, 2019 | 6:45pm to 8:00pm (Click here to register) 

Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042



Saturday, February 2, 2019 | 11:15am to 12:30pm (Click here to register)

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