Educational Programs

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

Upcoming Retirement Workshops

For information on upcoming events, please contact our office at toll-free, 1-866-417-4156, or fill out the information to the right for available workshop dates and locations. Our monthly workshops span across Northern, Ohio. Please be advised, guests must be pre-registered to attend and are subject to the advisor’s approval. Guests should also have at least $250,000 in investable assets in order to fully benefit from the strategies that will be discussed.

Tuesday, May 16, 2017, 6 p.m.
The 100th Bomb Group, Cleveland, OH
Presenter: Andrew Toccaceli

Wednesday, May 17, 2017, 6 p.m.
Mon Ami, Port Clinton, OH
Presenter: Jarrett Lang

Thursday, May 18, 2017, 6 p.m.
Strip Steakhouse, Avon, OH 
Presenter: Bill Smith

Tuesday, May 23, 2017, 6 p.m.
100th Bomb Group, Cleveland, OH
Presenter: Andrew Toccaceli

Tuesday, May 23, 2017, 6 p.m.
Mon Ami, Port Clinton, OH
Presenter: Jarrett Lang

Wednesday, May 24, 2017, 6 p.m.
Strip Steakhouse, Avon, OH 
Presenter: Bill Smith



 

For More Information!

Fill out my online form.

 

Can your portfolio handle the stress of retirement? - Free Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.



  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.