Upcoming Events

We invite all clients, referred guests, and visitors to attend our events.

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Upcoming Educational Events

We will review the pension, 401(k), and retirement healthcare options.  We will also go into detail
on how we help hundreds of associates actively manage their 401(k)'s with BrokerageLink while they are still working.

  • Tue
    11
    Dec
    2018

    Henry's Restaurant

    5:45 pm995 N Detroit St, Kenton, OH 43326

    Join us for a complimentary dinner and education! Please arrive 15 minutes early so that we can guide you to our reserved area and get to know you before we begin our event! Feel free to bring your spouse or a friend, but if you expect to bring more please contact us so that we can make accommodations for the event.

  • Thu
    13
    Dec
    2018

    The Homecoming

    5:45 pm1330 Us Highway 68 N, Bellefontaine, OH 43311

    Join us for a complimentary dinner and education! Please arrive 15 minutes early so that we can guide you to our reserved area and get to know you before we begin our event! Feel free to bring your spouse or a friend, but if you expect to bring more please contact us so that we can make accommodations for the event.

  • Wed
    19
    Dec
    2018

    Roosters

    5:45 pm16450 Square Dr Marysville, OH 43040

    This event has ample parking, so please keep that in mind if you are looking to attend. Please arrive 15 minutes early so that we can guide you to our reserved area and get to know you before we begin our event! Feel free to bring your spouse or a friend, but if you expect to bring more please contact us so that we can make accommodations for the event.

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