Upcoming Events &
Live Webinars

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.

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

August 3
Educational Event
6:30 pm | Der Dutchman | 445 S Jefferson Ave
Plain City, OH 43064 United States
August 4
Educational Event – EVENT FULL
6:30 pm | Matt the Miller’s | 6725 Avery-Muirfield Drive
Dublin, OH 43016 United States
September 13
Educational Event
6:30 pm | The Syndicate | 213 S Main St
Bellefontaine, OH 43311 United States
September 15
Educational Event
6:30 pm | The Met | 306 N Main St
Lima, OH 45801 United States

Attend Our Retirement Webinar

Designed to help you move your retirement from someday to today. Register today to learn more about stock market changes, 401k Brokerage Link, and retirement healthcare.

Schedule a complimentary 30-minute phone consultation
by calling 844.492.4600.

Access Your Retirement Resources


Retire Financially Free: Are You Retirement Ready?

By Mike Martinez

How do you know if you’re making the right choices with your money? Your retirement lifestyle depends on that. Mike Martinez wrote this book to help build your confidence in making big decisions.

Your Money Matters

Personal Financial | Business | Life

Hosted by Mike Martinez

You get one chance to retire. Listen weekly to make sure you’re prepared before you take the next step. Mike Martinez will keep you informed of the latest financial guidance to keep you on track.