Take the first step toward reaching your Financial Goals


Get the information that can help you live a work optional lifestyle.

Check out the list of Educational Events below.

Wealth & Health

Attend one of our informational events to learn more about living a healthy lifestyle, travel planning, community events and more.

UPCOMING EVENTS:

September 19
Wealth & Health Event: Medicare Update – Kerry Quick of Seniority Benefit Group
12:00 pm | ARD Education Center
October 17
Planning Issues Around Aging – with Chuck Ghring CEO of LIfeCare Alliance
12:00 pm | ARD Education Center

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 614.602.6506

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