Educational Seminars and Workshops

Please see our scheduled educational seminars and workshops below. If you are not finding the event you are looking for, call us – we will schedule one for you! If your event was canceled, call our office and we will do a one-on-one phone consult with you.

What you need to know about RMDs, the new tax bill and their…

Event Location:

The Chop House 300 N Summit Street, Toledo, OH 43604

Seats Available

6:00pm – 7:30pm

The Turning 65 Workshop is a¬†workshop…

Event Location:

BGSU Levis Commons 1655 N. Wilkinson Way, Perrysburg, OH 43551

Seats Available

6:00pm – 7:30pm

What you need to know about RMDs, the new tax bill and their…

Event Location:

The Chop House 300 N Summit Street, Toledo, OH 43604

Seats Available

6:00pm – 7:30pm