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Events Calendar

Continued Growth

Continued Growth

Our business is built on a foundation of thoughtful client relationships, and part of that thoughfulness includes educational events (that often include food and fun). These events can range from retirement workshops to events based around holidays or other celebrations.

Below you can find our upcoming events.

Upcoming Events

Retirement Academy

  • Held in Sandusky, Ohio
  • October 22, 2024
  • Presentation starts at 7 pm


Virtual Retirement Academy

  • Held on Zoom
  • October 23, 2024
  • Presentation starts at 5 pm


For more information regarding any upcoming events, please reach out to the office at 216-712-6749.

Past Events


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