Meet the Hosts

We have dedicated our professional lives to helping retirees and aspiring retirees implement comprehensive strategies to creating and preserving wealth in volatile and uncertain times.

To attend one of our free educational events, contact us at 937-320-4733 call us toll-free at 800-392-4378, or fill out the form below!

  • December 3rd - McCormick & Schmick's Seafood & Steaks, The Greene 6:00pm
  • December 4th - McCormick & Schmick's Seafood & Steaks, The Greene 6:00pm

Join us and Learn About:

  • Retirement Pension Planning
  • Inflation Protection
  • Smart Tax Planning
  • Risk Management
  • Advanced Estate Planning

Online Registration

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Call in on Saturday from 1:00-2:00 PM
1-937-457-1290