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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 2, 2023

8:00a - 3:00p

Beavercreek Golf Course

6th Annual Rafi's Amigos Golf Outing

Event is a fundraiser to support Junior ROTC Units in Greene County, Ohio

July 17, 2022

1:00p - 3:00p

Graeter’s

Client Event: Ice Cream Social

Exclusive Client Event! Join us in Celebrating National Ice Cream Day from 1:00 PM to 3:00 PM on Sunday, July 17 at Graeter's on 2412 Far Hills Avenue , Oakwood, OH 45419. Enjoy a complimentary sundae with chocolate or vanilla ice cream and signature toppings, pecans, cherries and whipped cream. Bring your family and enjoy the day! Please register by July 15.

June 3, 2022

8:00a - 2:00p

Beavercreek Golf Course

Sponsors and Pictures from our 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

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.

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.

Event Registration