Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Wealth & Health

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

UPCOMING EVENTS:

February 21
Wealth & Health Event: Social Media Tips & Tricks – Emily Cole
12:00 pm | ARD Education Center
March 21
Wealth & Health Events: Want More Energy? – Worthington Optimal Wellness
12:00 pm | ARD Education Center
April 18
Wealth & Health Event: Gardening Tips – OSU Master Gardener
12:00 pm | ARD Education Center
May 16
Wealth & Health Event: Womens Only – Suprise
12:00 pm | ARD Education Center
June 20
Wealth & Health Event: Wildlife – Barbara Ray – Dublin Nature Education Coordinator
12:00 pm | ARD Education Center
August 15
Wealth & Health Event: Travel Tips & Tricks – Grandview Travel
12:00 pm | ARD Education Center
September 19
Wealth & Health Event: Medicare Update – Kerry Quick
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