Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 12, 2020

1:00p - 6:00p

Cancelled

April 16, 2020

5:30p - 7:00p

Holiday Inn Express & Suites - Ashtabula

Cancelled - Financial Planning with FirstEnergy Benefits Q&A Session

Ashtabula - Holiday Inn Express & Suites Registration: 5:30 pm - Q&A begins at 6:00 pm Know your choices and make an educated decision. "An investment in knowledge pays the best interest." -- Benjamin Franklin

March 19, 2020

5:30p - 7:00p

Independence - Oak Tree Place Conference Center

POSTPONED FirstEnergy Pension and 401(k) Q&A Session

Independence – Oak Tree Place Conference Center 6111 Oak Tree Blvd. – (Rockside Rd. near I-77) Registration: 5:30 pm - begins at 6:00 pm Know your choices and make an educated decision. "An investment in knowledge pays the best interest." -- Benjamin Franklin

February 27, 2020

5:30p - 7:00p

Holiday Inn Express & Suites - Ashtabula

Rescheduling due to weather - FirstEnergy Pension and 401(k) Q&A Session

Ashtabula - Holiday Inn Express & Suites Registration: 5:30 pm - Q&A begins at 6:00 pm Know your choices and make an educated decision. "An investment in knowledge pays the best interest." -- Benjamin Franklin

February 26, 2020

4:30p - 7:00p

Perry Community Center

FirstEnergy Pension Election

This Wednesday at Perry Community Center We have been assisting FirstEnergy employees for 23 years. We are here to help.

October 10, 2019

5:30p - 7:30p

Lakeland Community College

Special Guest Speaker

Media Headlines - is that good investment advice? YES, you should be worried about the economy. NO, you shouldn't. Register to hear what our guest speaker has to say.

June 27, 2019

5:30p - 7:00p

Caritas Financial

ARE YOU RETIREMENT READY?

We encourage you to bring guests that can benefit from this information. No cost or obligation to attend Food/beverage available

Event Registration