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Our Events

August 16th, 2019 at 5:30 PM

Rising Park - Rising Shelter House
1120 N. High Street
Lancaster, OH 43130

Click Here to RSVP

Client Appreciation Event

This year's client appreciation event will be held at Rising Park in Lancaster, Ohio. Mark your calendars. Exciting details to come!



September 10th, 2019 at 12:00PM &

September 17th, 2019 at 5:30PM

Downtown Bistro
123 N. Broad Street
Lancaster, OH 43130

Go Here to SAVE MY SEAT

Strategies to Help Maximize Your Retirement & Reduce Your Taxes

Learning how to avoid unnecessary mistakes might be the best investment you can make.

Come and We Will Help You Discover:

  • Create Income Tax Deductions
  • Avoid Double Taxation on Your "IRS-Targeted" Retirement Accounts
  • Legally Bypass Capital Gains Taxes on Stocks, Bonds and Real Estate
  • Reduce and Even Eliminate Income Taxes on Your IRA and 401(k)
  • Convert Unused Assets into a Tax Free Income You Can't Outlive
  • Save Taxes Using Strategies the IRS Wants You To Use . . . and much more!

Caveat: There will be nothing to buy at this briefing, just valuable rarely-shared in public information. Every attendee will receive a Complimentary Action Guide.

Topics covered are best suited for those who have saved at least $300,000 for retirement. Registration is required for attendance. Please register online or contact our office at 740-277-6172 to reserve your seat.