Events
Join us at one of our upcoming engaging and informative financial workshops where you'll learn about the latest topics and strategies from one of our knowledgeable wealth managers.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 23, 2026
6:00p - 7:30p
Season's 52
Woman's Worth Financial Dinner Seminar - April 23
This event is at capacity. Email marketing@jlsmithgroup.com for additional information.
April 21, 2026
6:00p - 7:30p
Season's 52
Woman's Worth Financial Dinner Seminar - April 21
This event is at capacity. Email marketing@jlsmithgroup.com for additional information.
December 5, 2025
9:00a - 4:00p
Emerald Event Center, at Residence Inn by Marriott
Federal Retirement Impact Workshop - Avon, Ohio
The ProFeds Federal Retirement Impact Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement.
November 19, 2025
1:00p - 3:00p
Minnetonka Community Center - Shady Oak Room
Essentials of Estate Planning - Minnetonka, Minnesota
Register for this free workshop today and learn about little known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam. | Register Today at 844-211-6119 | Reference #4995
November 12, 2025
6:30p - 8:30p
Minnetonka Community Center - Shady Oak Room
Taxes in Retirement - Minnetonka, Minnesota
Register for this free workshop today and learn new tax tips along with how to help reduce your liabilities and meet your financial goals. | Register Today at 844-211-6119 | Reference #4995
October 29, 2025
6:00p - 7:00p
Hilton Garden Inn Jacksonville - Ponte Vedra Sawgrass
Estate and Tax Planning Simplified - Ponte Vedra Beach, Florida
Register for this free workshop today and learn how to properly protect your family and loved ones. | Register Today at 866-787-8093.
October 27, 2025
6:00p - 7:00p
Hilton Garden Inn Jacksonville - Ponte Vedra Sawgrass
Estate and Tax Planning Simplified - Ponte Vedra Beach, Florida
Register for this free workshop today and learn how to properly protect your family and loved ones. | Register Today at 866-787-8093.
October 25, 2025
5:00p - 8:00p
North Ridge Racket and Paddle
Pickleball Social - North Ridgeville, Ohio
Whether you’ve never picked up a paddle or play every week, this is all about having fun, connecting with friends, and enjoying a relaxed evening together.
October 23, 2025
6:30p - 8:30p
Terra State Community College- Neeley Center Building
Taxes in Retirement - Fremont, Ohio
Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code.To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.
October 22, 2025
6:30p - 8:30p
Terra State Community College- Neeley Center Building
Essentials of Estate Planning - Fremont, Ohio
This course is designed to take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly your loved ones. Upon completion, you will know how to properly protect your assets from probate and spend down, and take advantage of little-known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.
October 7, 2025
6:30p - 8:30p
Lorain County Community College- The Norton Culinary Arts Center
Taxes in Retirement Seminar - Avon, Ohio
Register for this free workshop today and begin to understand your taxes while in retirement. | Register Today at 844-211-6119 | Reference #4401
October 6, 2025
6:30p - 8:30p
Lorain County Community College- The Norton Culinary Arts Center
Essentials of Estate Planning Seminar - Avon, Ohio
Register for this free workshop today and begin to understand your taxes while in retirement. | Register Today at 844-211-6119 | Reference #4401
June 25, 2025
9:00a - 4:00p
Crowne Plaza Cleveland Airport, an IHG Hotel
Federal Retirement Impact Workshop
The ProFeds Federal Retirement Impact Workshop gives federal employees a no-nonsense approach to evaluating the financial impact of benefits decisions made as they near retirement.