• It’s your retirement plan, do you know how it’s going to play out? Confronting your financial reality can be scary. Arm yourself with the knowledge to feel confident in your financial security.
  • Everyone has a different opinion. Retirement income planning isn’t a ‘one size fits all’ scenario.  Get the information needed in order to ask the right questions and find the right solutions.​
  • Can you create a retirement income plan that lasts as long as you do?​
  • How much risk is your retirement exposed too?​​
  • Do you have access to technology that can make a difference in your retirement easier to manage?​​​
  • There are 20,000 possible calculations for claiming Social Security, learn which one is the right choice for you.


The Bridge Restaurant - 127 West Poplar Downtown Sidney, Ohio

February 20th - Tuesday

February 22nd - Thursday

Registration begins at 5:30pm   We will start promptly at 6:00pm


StoryPoint - 1840 Towne Park Drive  Troy, Ohio

April 19th - Thursday

April 25th - Tuesday

Registration begins at 5:30pm.  We will start promptly at 6:00pm


Restaurant TBD -  Dublin Ohio

May 10th - Thursday

May 15th - Tuesday

Registration begins at 5:30pm  We will begin promptly at 6:00pm


  1. How to pay for college on a tax favored basis!
  2. How to create the most efficient way to pay the college bill!
  3. How to position your student to receive maximum merit money
  4. How your kids could go to a top private college for less than the cost of a community college!
  5. How to select a school that will give you the best financial aid award!


Dublin Recreation Center - 5600 Post Road   Dublin, Ohio

March 6th - Tuesday

March 7th -Wednesday

Registration begins at 6:00pm   We will start promptly at 6:30pm


Robinson Branch YMCA - 3060 S CR 25A Troy, Ohio

March 15th - Thursday

March 20th - Tuesday

Registration begins at 6:00pm.  We will start promptly at 6:30pm