• Upcoming
    Events
    Helping our community make informed financial decisions about the days ahead.

    Events

    Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

    We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
     

    Upcoming Events:

    Tuesday, January 23rd  – 6:30 p.m. – Angelos Northwood Villa – 6630 S. Dixie Hwy., Erie, MI.  48133

    SAM – TESTED PRESERVATION STRATEGIES

    Thursday, February 8th – 6:30 p.m. – Ciao Bella – 3880 Harbor Light, Port Clinton, OH.  43452

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, February 13th – 6:30 p.m. – Ciao Bella – 3880 Harbor Light, Port Clinton, OH.  43452

    SAM – TESTED PRESERVATION STRATEGIES

    Thursday, February 15th – 6:30 p.m. – Ciao Bella – 3880 Harbor Light, Port Clinton, OH.  43452

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, February 20th – 6:30 p.m. – Ciao Bella – 3880 Harbor Light, Port Clinton, OH.  43452

    SAM – TESTED PRESERVATION STRATEGIES

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    These workshops fill up quickly, so a reservation is required.  By giving us your contact information, you may be offered insurance products for sale.