Upcoming Events & Live Webinars

Have you Accepted the Honda VRO and Need Help with Your Next Step?

Join us for our next webinar to learn:

  • Don't make a $200,000 mistake by doing it on your own!
  • Have you accepted the VRO but still haven't met with a professional?
  • Not eligible for the VRO but plan to retire this year?
  • The VSO was announced for associates at HACI and HSC.

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.

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 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.

October 6
Educational Event
6:00 pm | Vittoria Ristorante | 10241 Sawmill Parkway
Powell, OH 43065 United States
October 7
Educational Event
5:45 pm | Der Dutchman | 445 S Jefferson Ave
Plain City, OH 43064 United States

Ready For Retirement?

5 Secrets to Help Create More Wealth

Dig into Mike Martinez’s latest book, “Retire Financially Free,” to discover how you can build more confidence in your retirement.

mike-martinez-book-cover

Instant Download

Download the 1st Chapter