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