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Upcoming 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.

Social Security Benefit Options

May 12, 2026
6:00 p.m. - 7:00 p.m.

Avon, OH

Lorain Public Library - Avon Branch Meeting Room 153

Register for this free workshop today to learn more about how to help maximize your social security benefits.

Past Events

Taxes in Retirement

May 11, 2026
6:00 p.m. - 7:00 p.m.

Avon, OH

Lorain Public Library - Avon Branch Meeting Room 153

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.

Estate Planning

May 7, 2026
6:00 p.m. - 7:00 p.m.

St. Augustine, FL

First Coast Technical College - Building C, Culinary Theatre

Reserve your spot for this free educational workshop and explore how estate planning may help you make more informed decisions about your financial legacy.

Estate & Tax Planning Simplified

May 7, 2026
6:30 p.m. - 7:30 p.m.

Fremont, OH

Terra State Community College - The Neeley Center

Sign up for this free workshop to gain a general understanding of estate and tax planning and how these strategies may apply to your individual financial situation.

Estate & Tax Planning Simplified

May 6, 2026
6:30 p.m. - 7:30 p.m.

Fremont, OH

Terra State Community College - The Neeley Center

Sign up for this free workshop to gain a general understanding of estate and tax planning and how these strategies may apply to your individual financial situation.

Woman's Worth Financial Dinner Seminar

Woman's Worth Financial Dinner Seminar

April 23, 2026
6:00 p.m. - 7:00 p.m.

Jacksonville, FL
Season's 52

Whether you're 55, approaching retirement, running your own business, or navigating life after divorce or loss, this evening could help you inform your financial future! Imagine living to 85, 95, or beyond, with health and wealth to truly enjoy every single year. That's not a dream. It takes a plan.

Women today are leading businesses, managing careers, and caring for families—all while preparing for longer life expectancies, career interruptions, and evolving financial goals. That’s why we take a holistic approach, helping you build, protect, and maximize your wealth at every stage. 

Woman's Worth Financial Dinner Seminar

Woman's Worth Financial Dinner Seminar

April 21, 2026
6:00 p.m. - 7:30 p.m.

Jacksonville, FL
Season's 52

Whether you're 55, approaching retirement, running your own business, or navigating life after divorce or loss, this evening could help you inform your financial future! Imagine living to 85, 95, or beyond, with health and wealth to truly enjoy every single year. That's not a dream. It takes a plan.

Women today are leading businesses, managing careers, and caring for families—all while preparing for longer life expectancies, career interruptions, and evolving financial goals. That’s why we take a holistic approach, helping you build, protect, and maximize your wealth at every stage. 

Essentials of Estate Planning

April 16, 2026
6:00 p.m. - 7:00 p.m.

Palm Coast, Florida
Palm Coast Community Center (Waterfront Room 116)

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.

Taxes in Retirement

April 14, 2026
6:00 p.m. - 7:00 p.m.

Palm Coast, Florida
Palm Coast Community Center (Waterfront Room 116)

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.

Federal Retirement Impact Workshop

December 5, 2025
9:00 a.m. - 4:00 p.m.

Avon, Ohio
Emerald Event Center, at Residence Inn by Marriott

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.

Taxes in Retirement

November 18, 2025
6:00 p.m. - 7:00 p.m.

Ponte Vedra Beach, Florida
Hilton Garden Inn Jacksonville

Register for this free workshop today and learn how to properly protect your family and loved ones. 

Taxes in Retirement

November 18, 2025 
6:30 p.m. - 8:30 p.m.

Fremont, OH
2830 Napoleon Rd

Register for this free workshop today and begin to understand your taxes while in retirement.

Estate and Tax Planning Simplified

November 17, 2025
6:00 p.m. - 7:00 p.m.

Ponte Vedra Beach, Florida
Hilton Garden Inn Jacksonville

Register for this free workshop today and learn how to properly protect your family and loved ones. 

Social Security AFEA Workshop

November 13, 2025
6:30 p.m. - 8:30 p.m.

Fremont, OH
2830 Napoleon Rd

Register for this free workshop today to learn more about how to help maximize your social security benefits.

Estate and Tax Planning Simplified

October 29, 2025
6:00 p.m. - 7:00 p.m.

Ponte Vedra Beach, Florida
Hilton Garden Inn Jacksonville

Register for this free workshop today and learn how to properly protect your family and loved ones. 

Estate and Tax Planning Simplified

October 27, 2025
6:00 p.m. - 7:00 p.m.

Ponte Vedra Beach, Florida
Hilton Garden Inn Jacksonville

Register for this free workshop today and learn how to properly protect your family and loved ones. 

Pickleball Social

October 25, 2025
5:00 p.m. - 8:00 p.m.

North Ridgeville, Ohio
North Ridge Racket and Paddle

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.

Taxes in Retirement

October 23, 2025
6:30 p.m. - 8:30 p.m.

Fremont, Ohio
Terra State Community College - Neeley Center Building

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.

Essentials of Estate Planning

October 22, 2025
6:30 p.m. - 8:30 p.m.

Fremont, Ohio
Terra State Community College - Neeley Center Building

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.

Taxes in Retirement

October 7, 2025
6:30 p.m. - 8:30 p.m.

Avon, Ohio
Lorain County Community College- The Norton Culinary Arts Center

Register for this free workshop today and begin to understand your taxes while in retirement.

Essentials of Estate Planning

October 6, 2025
6:30 p.m. - 8:30 p.m.

Avon, Ohio
Lorain County Community College- The Norton Culinary Arts Center

Register for this free workshop today and begin to understand your taxes while in retirement.

Federal Retirement Impact Workshop

June 25, 2025
9:00 a.m. - 4:00 p.m.

Cleveland, Ohio
Crowne Plaza Cleveland Airport, an IHG Hotel

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.