UPCOMING EVENTS

Check this page often for new seminars, webinars, and special events!

 

WEBINARS

Understanding the Wealth Transfer of College
Wednesday, November 8th
at 12:00pm ET.

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SEMINARS/WORKSHOPS

Understanding Your Social Security Benefit Options

Thursday, November 9th
6:00pm-8:00pm
OR
Tuesday, November 14th

6:00pm-8:00pm

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SPECIAL EVENTS/CONTESTS

Holiday Client Appreciation Event
Pie Giveaway
November 20-22

 

Past Events: 

 

Seminar: A Boomer’s Guide to Social Security
Date: Tuesday, February 21st OR Thursday, February 23rd
Time: 6:30pm
Location: The Meeting Room, Gahanna, OH

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Holiday Client Appreciation Event
Pie Giveaway
November 21-23

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An Evening With Penumbra
Guest Speaker: Kevin Nichols
October 20

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Life Insurance Awareness Month – Social Media Contest
September 1-30

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Client Appreciation Event – Columbus Clippers Game
June 25th, 2016

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Seminar: A Boomer’s Guide to Social Security
Date: Tuesday, June 14th OR Thursday June 16th
Time: 6:30pm
Location: La Scala, Dublin, OH

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March Madness Contest
March 14th – 15th
Win a $25 Visa Gift Card or Family Estate Organizer!

Thanks for playing!

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Seminar: A Boomer’s Guide to Social Security
Date: Tuesday, March 1st OR Thursday March 3rd
Time: 6:30pm
Location: Giammarco’s Restaurant, Westerville, OH

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Seminar: A Boomer’s Guide to Social Security
Date: Tuesday, January 26th OR Wednesday January 27th
Time: 6:30pm
Location: Giammarco’s Restaurant, Westerville, OH

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National Popcorn Day – January 19th

We’re celebrating National Popcorn Day! Stop by our office for free popcorn all day!

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