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, 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:
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