• 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:

    Thursday, April 12th – 6:30 p.m. – Final Cut – 777 Hollywood Blvd., Toledo, OH.  43605

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, April 17th – 6:30 p.m. – Final Cut – 777 Hollywood Blvd., Toledo, OH.  43605

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, April 24th – 6:30 p.m. – Final Cut – 777 Hollywood Blvd., Toledo, OH.  43605

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, May 8th – 6:30 p.m. – Big Bear – 25253 Telegraph Road, Brownstone, MI.  48134

    SAM – TESTED PRESERVATION STRATEGIES

    Thursday, May 10th  – 6:30 p.m. – Big Bear – 25253 Telegraph Road, Brownstone, MI.  48134

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, May 15th – 6:30 p.m. – Big Bear – 25253 Telegraph Road, Brownstone, MI.  48134

    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.