August 20, 2024
Free Workshop: Understanding Your Social Security Benefit Options
New Albany Public Library
This in-person class will show you how you can maximize your Social Security benefit and investments to produce dependable lifetime income in retirement.
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August 21, 2024
Free Workshop: The A, B, C, D's of Medicare
New Albany Public Library
Join us for a FREE LIVE workshop to learn timely and important information that you need to know when planning for healthcare costs in retirement!
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August 22, 2024
Free Workshop: Taxes In Retirement
New Albany Public Library
Join us for a FREE LIVE workshop to learn what you need to know when planning for managing taxes in retirement!
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September 11, 2024
Free College Planning Night
Gahanna Public Library
Join us for a FREE Educational College Financial Planning workshop to learn little-known strategies that could save you thousands of dollars on college costs!
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September 12, 2024
Free College Planning Night
Sunbury Town Hall
Join us for a FREE Educational College Financial Planning workshop to learn little-known strategies that could save you thousands of dollars on college costs!
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September 17, 2024
Free College Planning Night
Lancaster High School
Join us for a FREE Educational College Financial Planning workshop to learn little-known strategies that could save you thousands of dollars on college costs!
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October 1, 2024
Free College Planning Night
The Point at Otterbein
Join us for a FREE Educational College Financial Planning workshop to learn little-known strategies that could save you thousands of dollars on college costs!
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