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
Cancelled- Client Appreciation Clambake 2020
September 12, 2020 1:00p - 6:00p Pacific Standard Time
Cancelled
Cancelled - Financial Planning with FirstEnergy Benefits Q&A Session
April 16, 2020 5:30p - 7:00p Eastern Standard Time
Holiday Inn Express & Suites - Ashtabula
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
POSTPONED FirstEnergy Pension and 401(k) Q&A Session
March 19, 2020 5:30p - 7:00p Eastern Standard Time
Independence - Oak Tree Place Conference Center
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
Rescheduling due to weather - FirstEnergy Pension and 401(k) Q&A Session
February 27, 2020 5:30p - 7:00p Eastern Standard Time
Holiday Inn Express & Suites - Ashtabula
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
FirstEnergy Pension Election
February 26, 2020 4:30p - 7:00p Eastern Standard Time
Perry Community Center
This Wednesday at Perry Community Center We have been assisting FirstEnergy employees for 23 years. We are here to help.
Special Guest Speaker
October 10, 2019 5:30p - 7:30p Eastern Standard Time
Lakeland Community College
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.
We encourage you to bring guests that can benefit from this information. No cost or obligation to attend Food/beverage available