Upcoming Events

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

logosnew-2

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.

  • Wed
    24
    Oct
    2018

    The Windy Knoll

    5:45 pm500 Roscommon Dr, Springfield, OH 45503

    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.

  • Sat
    27
    Oct
    2018

    "Your Money Matters" Client Appreciation Event

    6:00 pm10051 Township Rd 47, West Liberty, OH 43357

    Make Sure to Dress for The Cool Autumn Breeze That Will be Rustling the Red and Yellow Leaves This Coming Fall. There will be Delicious Food, Warm Drinks, Music, Dancing, and Lasting Memories Made at This Extravagant 19th Century Castle That Will Be Reserved Solely for Our Clients, their Friends, and Co-workers.

  • Tue
    30
    Oct
    2018

    Leon's Garage

    5:45 pm326 E 5th St, Marysville, OH 43040

    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.

  • Sat
    10
    Nov
    2018

    Pastries with The Pension Group

    10:30 am125 Damascus Road, Marysville, Ohio, 43040

    If you are extremely busy throughout the work week, but still want an idea of what we can do for your financial future then join us on our Saturday morning event right at our new location. Be sure to come hungry because we will be providing Mrs. Renison's pastries and donuts for those who join us.

  • Mon
    12
    Nov
    2018

    The Plaza Inn

    5:45 pm491 S Main St, Mt Victory, OH 43340

    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
    14
    Nov
    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.

  • Tue
    27
    Nov
    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.

  • Thu
    29
    Nov
    2018

    The Windy Knoll

    5:45 pm500 Roscommon Dr, Springfield, OH 45503

    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.

  • Tue
    04
    Dec
    2018

    White Swan Restaurant & Lounge

    5:45 pm5969 Marion-Marysville Rd, Prospect, OH 43342

    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
    06
    Dec
    2018

    The Airport Cafe

    5:45 pm1636 N Main St, Urbana, OH 43078

    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.

  • Sat
    08
    Dec
    2018

    Pastries with The Pension Group

    10:30 am125 Damascus Road, Marysville, Ohio, 43040

    If you are extremely busy throughout the work week, but still want an idea of what we can do for your financial future then join us on our Saturday morning event right at our new location. Be sure to come hungry because we will be providing Mrs. Renison's pastries and donuts for those who join us.

  • 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.

Get instant access to our
Retirement roadmap kit

Are you prepared for retirement? Just fill out your information and receive a complimentary Retirement Roadmap Kit.

Get Access Now