Upcoming Events

    Women Wine & Wealth At Agnes & Orson

    Thursday, July 19, 2018 from 5:30pm to 7:00pm Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Held at: Agnes & Orson 514 E 3rd St, Dayton, OH 45402 Sandy VanFleet recently purchased this gift and goods store in the downtown Dayton Cannery. Come shop for gift wares, stationery, cards, candles, and vintage goods. […]

    Women Wine & Wealth At Bellbrook Chocolates

    Tuesday, August 14, 2018 5:30pm-7:00pm Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Held at Bellbrook Chocolates 101 East Alex Bell Rd Suite 144 Centerville, OH 45432 Join Laura Blose at Bellbrook Chocolates, a local family owned business since 1984. Come experience her Aunt Laura’s shortbread cookies or some delicious blends of light […]

    Legal Documents Everyone Should Have

    Tuesday August 28, 2018 5:30pm – 6:30pm Hosted by Buckingham Financial Group Featuring Carolyn L. Mueller of Mueller Law Group, LLC In honor of National Write a Will Month in August, Carolyn will discuss the significant legal documents that an individual should have. Additional details to follow. Stay tuned! To Attend the Class online via […]

     

    Past Events

    Small Business Tune-Up

    Hosted by Elizabeth M. Esarey, CPA Director of Business Development Held at the Education Center 6856 Loop Rd. Dayton, OH 45459 Please join us for an evening packed with information for your business! We will be discussing: • Quickbooks • New tax law changes • Retirement Planning • Stay tuned! More details to follow!

    QuickBooks Online How-To

    Hosted by Buckingham Financial Group Featuring QuickBooks Certified ProAdvisor: Jessica A. Distel, CPA, MBA Senior Manager Buckingham Business Advisors

    Farming Operations: Impact from Tax Cuts & Jobs Act

    Please Join us for an update regarding: * Taxation to pass through entities including farming operations * Grain sales * Lending vs. leasing in 2018 w/ guest speaker Jeffery Hoak, Senior Financial Services Officer, Farm Credit Hosted by Buckingham Financial Group, Inc. Elks 797 Golf Course 2593 Rombach Avenue Wilmington, Ohio 45177

    Protecting Yourself from Identity Theft

    Download the handouts by Clicking HERE Hosted by Bill Howard, Manager of IT Services Tuesday, February 20, 2018 5:30pm-6:30pm Held at the Education Center. 6856 Loop Rd. Dayton, OH 45459 Learn how to protect yourself from identity theft and hear about current fraud trends we are facing.

    Protecting Senior Investors

    Presented by Molly E. Keith, IACCP, Compliance & Operations Manager

    Investment Fundamentals

    Click HERE to download handout Presented by Neal G. Davis, CFA Senior Portfolio Manager & Research Analyst This session is designed to deepen your understanding of the equity markets and provide insight into our investment process. Topics covered include valuation ratios, corporate actions, economic indicators, trading and more!

    Medicare Supplements Seminar

    Click the button below for more information.

    Survival Guide to Retirement

    Click the button below for more information.