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Upcoming Events

"Thirsty Thursdays" Topic: Elder Care and Long Term Care

Thursday, January 31, 2019 at 5:30pm-7:00pm

6001 Tain Drive
Suite 200
Dublin, OH 43017

2019 is here and we want to help YOU be prepared for both the expected and unexpected parts of retirement life.

Our first “Thirsty Thursday” of the year will be held on January 31st and we will be discussing Elder Care & Long Term Care. Ed will also be giving a brief state of the markets and economy just to keep everyone informed and help everyone understand the current volatility in the markets.Ed will speak for 15 minutes, followed by a question and answer session. Beverages and hors d’oeuvres will be provided. Feel free to bring a friend and RSVP’s are always appreciated.

Click below to RSVP today! We hope to see you there!


Past Events

Required Minimum Distribution Workshop

March 13, 2018


Required Minimum Distribution Workshop

March 15, 2018


Retirement Wealth Academy - Investment Education

May 15, 2018


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (614) 526-4118 today!

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