Our Events
Special Report
GO HERE to request a copy of our Exclusive Special Report, Is Now The Time to Upgrade Your Lifestyle (And Your Financial Advisor)?
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Seminar
Income Tax Reduction and Estate Tax Elimination
This seminar answers the most pressing questions retirees want to know!
Tuesday, Sept 26th (hors d'oeuvres): 5:30 p.m.
The Dashing Suite
11299 Stonecreek Dr, Pickerington
We Will Help You Discover How You Can:
- Create Substantial 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 Advantaged Income You Can't Outlive
- Utilize Strategies Designed to Protect Your Wealth from The Coming BIG 6 Financial Storms... and much more!
Limited Offer: Every attendee will receive a FREE Retirement Action Guide.
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Client Appreciation Event & Birthday Bash
Our annual Client Appreciation Event was held on Friday, September 8th, 2023 at the Outerbelt Brewing & Taproom in Carroll. We combined our event with a birthday celebration for Chad as he was turning 50. We had an awsome turnout and a great time! Pictures to come...
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Webinar
Chatting with Chad - Next Episode TBA
Date/Time TBA
Chatting with Chad will return soon, dates and times to be announced.
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Top Gun Maverick Private Screening
Clients had an awesome time at our annual client appreciation event with a Private Screening of Top Gun Maverick on May 27th, 2022!
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Ribbon Cutting Ceremony
Our ribbon cutting ceremony took place on March 3, 2022, and it was a huge success!
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