Events
Upcoming Events
May 13, 2021
11:30a - 12:30p
Webinar
Women & Investing
In this webinar, you will learn about the challenges women investor face, understand how to face these challenges and how to protect your legacy.
May 21, 2021
8:00a - 2:00p
Beavercreek Golf Course
4th Annual Rafi's Amigos Golf Outing
**PLEASE BE SURE TO CLICK ON THE GOLF OUTING PAGE LINK ABOVE FOR IMPORTANT DETAILS BEFORE CLICKING REGISTER**
June 17, 2021
11:30a - 12:30p
Webinar
An Inside Look at Retirement Living
There are several questions and concerns that should be addressed to help you better prepare for retirement living. In order to pursue your goals and dreams for retirement, it is necessary to determine a strategy for your future.
Past Events
March 18, 2021
11:30a - 12:30p
Webinar
Your Cash Flow Statement
Effectively managing your cash flow can free up capital to save and invest—assets you can put to work—helping you pursue your financial goals.
February 11, 2021
11:30a - 12:30p
Webinar
5 Smart Investment Strategies
Five Smart Investing Strategies attempts to simplify the investment process. We’re going to review five strategies and show how they can help guide your approach to the financial markets.
January 14, 2021
11:30a - 12:30p
Webinar
Social Security--Today, Tomorrow & for the Future
This presentation will help to educate you on the many decisions involved in claiming Social Security benefits, as well as their consequences, and suggest strategies that can offer an opportunity to maximize the benefits received.
December 10, 2020
11:30a - 12:15p
Webinar
End of Year Review and Getting Ready for the New Year
December through January is a great time to review what you have achieved and plan ahead for the upcoming year.
November 5, 2020
11:30a - 12:15p
Webinar
Planning for Long-Term Care
Learn about potential Risks in Retirement, specifically about Long Term Care.