January 9, 2025
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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January 13, 2025
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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January 15, 2025
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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January 28, 2025
Free College Planning Night
Gahanna - Clark 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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February 11, 2025
Free College Planning Night
Pickerington North 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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February 18, 2025
Free College Planning Night
Canal Winchester Community Center
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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February 27, 2025
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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