Knowledge is Power

These events are conducted in a no-pressure, laid back environment in order to increase awareness and education when making financial decisions, have a nice meal (typically Applebee's Steak and Chicken Pasta with all the dressings), and as an informal way to introduce friends and family to our organization where they can get a feel for our processes and develop a level of comfort in case they shall ever have any concerns or questions about their financial planning decisions.  

Clients are always welcome - admission is "bring a guest."  

For anyone that is not currently a client, if you would like to attend to gather some information or to see what we're about....

Join us for a complimentary meal and learn how to:
Receive more Social Security Beneifts!
Minimize taxation, reduce risk, & improve returns!
Get a 4-6% guaranteed cash flow for retirement income!
Understand the risk and fees associated with investing!
Fix Common IRA Mistakes before they cost you (or your loved ones)!
Bonus Topic - Make more informed financial decisions with less Anxiety!

These are common topics covered and we can always address any other questions you may have. 

Call to reserve your seat at our next event: 419 332 1111

Tuesday Feb. 25, 2014 Hampton Inn Fremont - Applebees
Tuesday March 11, 2014 Hampton Inn Fremont - Applebees
Tuesday March 25, 2014 Hampton Inn Fremont - Applebees
Tuesday April 8, 2014 Hampton Inn Fremont - Applebees 
Tuesday April 22, 2014 Hampton Inn Fremont - Applebees
Tuesday May 6, 2014 Hampton Inn Fremont - Applebees
Tuesday May 20, 2014 Hampton Inn Fremont - Applebees