Upcoming Events & Live Webinars

Attend Our 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.


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 care about the wellness of our clients and prospects. Due to the closing of the restaurants across the state, we may not be able to have some of the events at the current locations listed below. We are working on a solution to accommodate those that have interest in attending. We also have an option for a free 30 minute phone consultation listed below. Feel free to contact our office for more information. 614.423.4600 Thank you for your understanding! Stay well!

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

April 6
Educational Event
5:45 pm | Der Dutchman | 445 S Jefferson Ave
Plain City, OH 43064 United States
April 7
Educational Event
5:45 pm | Homecoming Restaurant | 1330 US Highway 68 N
Bellefontaine, OH 43311 United States
April 14
Educational Event
5:45 pm | RJ’s Coffey Cup | 901 Defiance St
Wapakoneta, OH 45895 United States

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