Free retirement planning seminar-workshop.

Our in-person seminars are intended to educate individuals on how to avoid costly mistakes and get the most out of their retirement!

What Topics Will Be Covered?

As fiduciary advisors, our goal is to provide you with 100% honest, fiduciary, and unbiased education and advice. During our one-hour seminar, you will learn ways you can:

  • Maximize your Social Security benefit

  • Minimize your lifetime taxes

  • Reduce your investment and management fees

  • Preserve & protect your hard-earned savings

  • Effectively plan for long-term care costs

  • Protect your assets & avoid probate

Upcoming In-Person Seminars

MidPointe Library
Trenton

Saturday, Sept. 21st
10:30 am - 12:00 pm

MidPointe Library
West Chester

Tuesday, Oct. 15th
6:00 pm - 7:30 pm

9363 Centre Pointe Dr.

West Chester, Ohio 45069

200 Edgewood Dr.

Trenton, Ohio 45067

MidPointe Library
Middletown

Thursday, Nov. 14th
10:30 am - 12:00 pm

125 South Broad Street

Middletown, Ohio 45044

MidPointe Library
Trenton

Saturday, Dec. 14th
10:30 am - 12:00 pm

MidPointe Library
West Chester

Wednesday, Jan. 15th
6:00 pm - 7:30 pm

200 Edgewood Dr.

Trenton, Ohio 45067

MidPointe Library
Middletown

Wednesday, Feb. 12th
10:30 am - 12:00 pm

125 South Broad Street

Middletown, Ohio 45044

9363 Centre Pointe Dr.

West Chester, Ohio 45069

Unable to make it in person? Watch online instead!

You can watch our retirement planning masterclass video series online - completely FREE!

Have questions or are interested in working with us?

Click below to schedule a FREE call with one of our advisors!