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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.

ARE YOU RETIREMENT READY?

June 27, 2019 5:30p - 7:00p Eastern Standard Time

Caritas Financial

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

Event Registration




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