Upcoming Events
Because We Care...
FREE — Informational seminars to help you make informed decisions.
"A Practical Approach to Financial Planning!"
Learn the importance of investment planning and having estate plans in order to protect yourself and your heirs. Come and learn which documents may help you and your family in a time of need - regardless of your age, health or wealth.
| Wednesday, February 8th | 5:30 p.m. |
"Avoid the HR ticking time bomb!"
Learn the benefits of outsourcing your payroll to keep in compliant with labor laws. Avoid costly mistakes!
| Wednesday March 21st | 5:30 p.m. |
"Business Tax Deductions - It's NOT too late to plan for this year!"
Are you taking advantage of ALL the tax deductions available to you? Are you sure? Join us to learn about some of the most forgotten deductions available to business owners.
| Wednesday, April 25th | 5:30 p.m. |
"Is your family prepared to pay for college?"
Learn how to plan ahead financially for the big event.
| Tuesday, May 15th | 5:30 p.m. |
"Dare to Dream - Reach for the Stars!"
Having a vision for the future and planning for that vision are as important as money in achieving a fulfilling retirement. Join us for tips to help you plan for your future!
| Tuesday, June 19th | 5:30 p.m. |
Mark Your Calendar
"Annual Client Appreciation Celebration"
| Friday, June 29th | 4:30 - 8:00 p.m. |
RSVP by calling — 614-837-8291
Limited seating — call to reserve your spot!
All seminars will be held at our Pickerington office.