Events

Whether it's keeping up with retirement trends or discussing investment principals, our firm is dedicated to providing sound information to people who are concerned about their personal finances.  And along the way, we like to have some fun, too.  If you have $250,000 to invest are within the target audience (private group versus open to public) and any of the events below look interesting, please give us a call at (330) 605-2564.  We'll be happy to add you to our guest list.