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Join us for an upcoming educational webinar to learn the latest financial topics and strategies!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

May 29, 2024

9:00a - 4:00p

Residence Inn by Marriott Cleveland - Emerald Event Center

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.

May 4, 2024

10:00a - 1:00p

JL Smith Avon Office

Free Community Shred Day

Free Shred Event - Let us help you start protecting your identity!

February 28, 2024

6:30p - 7:30p


How To Get The Most Out Of Social Security To Help Maximize Your Income In Retirement Webinar

We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.

February 21, 2024

6:30p - 7:30p

Online Workshop

How To Reduce Or Minimize Taxes On Your Retirement Income

Discover How To Pay The Absolute Minimum In Taxes On Your Retirement Income: An online workshop on how to pay fewer taxes in retirement.

Event Registration