The #1 Dinner Workshop in Ohio*

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Finally, a retirement workshop that talks about the four largest risks to your retirement­—and how to avoid them.  More retirees have attended our workshops in the last year than any other financial advisor in Ohio.*  See why below.

What to Expect at a Dinner Workshop

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Topics We'll Address

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Planning for the largest tax liability in Retirement – your IRA.


The hidden Retirement fees charged by your Financial Advisor & Investments.

Market Risk

Explaining the right amount of market risk to take in Retirement.

Long-Term Care

Planning for the largest risk in Retirement – the nursing home.

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View event dates near you.

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