We provide both educational and fun events for our clients and their families. Most events are by invitation only.

  

  

2017 Women and Finance event

An opportunity to share financial ideas for families and to have some fun!

  

2017 Upper Arlington Parks Jazz Concert

A regular sponsor of the Upper Arlington Music Series featuring the Columbus Jazz Orchestra

  

2017 Refectory Dinner

Client appreciation Christmas Dinner. An evening of good food and music!

    

2017 Fidelity Dinners

Dinner meetings featuring Portfolio Managers from various investment firms.

  

2016 COSI Jeff Bush- a Washington Update

A non-partisan view of tax and fiscal ideas that will provide for winning growth strategies of your investments

  

2016 Columbus Zoo and Aquarium

A beautiful evening spent in the new Africa Pavillon of the zoo. The weather was perfect, the food was varied and the giraffes were hungry but well behaved. 

  

2016 Wine and Canvas

Budding artists enjoying a glass of wine!

  

2016 Columbus Museum of Art

An opportunity to visit the new wing of the museum; combining wonderful art and good food

2015 Embassy Suites, Dublin

Presentation: Live Longer, Live Better… we answered three questions that predict future quality of life. 

 

2015 The Fawcett Center- Jeff Saut

Presentation: Raymond James’ Chief Investment Strategist and a Managing Director of the firms Equity research department, Jeff provided the audience with timely and insightful market commentary.