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 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 families who have attended and benefited from our more than 25 years of retirement planning experience.

Tuesday, January 29, 2019 | 6:45pm to 8:00pm

Courtyard by Marriott Cincinnati Rookwood | 3813 Edwards Road, Cincinnati OH 45209


Wednesday, January 30, 2019 | 6:45pm to 8:00pm

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


Thursday, January 31, 2019 | 6:45pm to 8:00pm 

Hilton Cincinnati Airport | 7373 Turfway Road, Florence KY 41042


Saturday, February 2, 2019 | 11:15am to 12:30pm

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