Attend an Event

You're invited to an

Upcoming Event

Our events focus on financial concerns many people have about retirement, including having enough money to do what they enjoy, paying for health care and covering unexpected expenses.

Get the information you need to take charge of your financial future by registering for one of the events below!

Apr
05 & 12
Tax Planning During the 4 Stages of Retirement
6:00 pm | The Point at Otterbein University
Apr
19
Taxes in Retirement 567 Workshop
6:00 pm | Pickerington Public Library
Apr
26
Taxes in Retirement 567 Workshop
6:00 pm | Pickerington Public Library
May
18
Taxes in Retirement 567 Workshop
6:00 pm | Westerville Public Library
May
25
Taxes in Retirement 567 Workshop
6:00 pm | Westerville Public Library
Jun
20 & 22
Tax Planning During the 4 Stages of Retirement
6:30 pm | Eddie Merlot’s