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Upcoming Events

June 3, 2022

8:00a - 2:00p

Beavercreek Golf Course

5th Annual Rafi's Amigos Golf Outing

"My Annual Rafi's Amigos Golf Outing is a fundraiser for causes I support in our community." Rafi Rodriguez

Past Events

June 17, 2021

11:30a - 12:30p


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.

March 18, 2021

11:30a - 12:30p


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


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


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


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


Planning for Long-Term Care

Learn about potential Risks in Retirement, specifically about Long Term Care.

Event Registration

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