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