We believe it’s important to get to know our clients and their families on a personal level.

That's why we host fun, educational and charitable events throughout the year and encourage you and your friends and family to join us.

 

Upcoming Events

 

  • Date Night!
  • September 1, 2016
  • 6-8pm
  • The Learning Kitchen (West Chester)
  • RSVP required
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  • Date Night!
  • OCM Bowl 2016
  • September 22, 2016
  • 5-9pm
  • Alley 21 (Hillsboro)
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  • Women and Investing
  • September 29, 2016
  • 7:30-9am
  • Calfee Strategic Solutions (2800 First Financial Center, Cincinnati)