Upcoming Events

Save the Date & Join Us for a Workshop!

Are you getting fleeced by your financial advisor?

Please join us for an educational session with light refreshments on the truths behind advisor compensation and conflicts of interest.

Wednesday April 15th, 2020 | 7:30pm – 9pm

The Oak Room at Aston Oaks Golf Club
1 Aston Oaks Drive
North Bend, OH 45052

Get Directions 

 

 

RSVP Today!

Past Events

2019 Private Cooking Class Event | The Cooking School at Jungle Jim’s | Fairfield Ohio

2019 Augusta Client Appreciation Event | West Lake Country Club | Augusta, Georgia

2019 Client Appreciation Event | Union Terminal – Cincinnati Museum Center | Cincinnati Ohio

2018 Private Bourbon Tasting Event | Rich’s Proper Food & Drink | Covington Kentucky

2018 Augusta Client Appreciation Event | West Lake Country Club | Augusta, Georgia

2018 Private Bourbon Tasting Event | University Club of Cincinnati | Cincinnati Ohio

2018 Client Appreciation Event | Cincinnati Playhouse in the Park

2017 Client Appreciation Event | New Riff Distillery, Newport Kentucky

2016 Client Appreciation Event | American Sign Museum

2014 Client Appreciation Event | Great American Ballpark

2013 Client Appreciation Event | Cincinnati Nature Center

2011 Client Appreciation Event | Newport Aquarium