Upcoming Events

    Exit Strategy Planning Seminar

    Tuesday September 25, 2018 Exit Strategy Planning Seminar Selling a business is a one-time event for most business owners. There are many ways to get it wrong, but only a thoughtful, well planned strategy will help an owner get it right. Join us to learn more about the Exit Strategy Planning process!

    Medicare Supplements Seminar

    Tuesday September 25, 2018 5:30pm – 7:00pm Hosted by Janet C. Steinke, CFP® Senior Wealth Manager Medicare open enrollment is October 15, 2018 – December 7, 2018. Take advantage of this enrollment window by learning how to find the best plan for you. To attend the class online via GoToWebinar Click Here To attend class […]

    Women Wine & Wealth At Horse & Hare

    Thursday, September 27, 2018 from 5:30 – 7:00 p.m. Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Held At Horse & Hare 60 North Main Street Centerville, OH 45459 Amy & Kayleigh Pratt, mother and daughter, fulfilled a lifelong dream of owning a store together. Visit their historic downtown Centerville building to shop […]

    Family Foundations, Taxes, and Planning – How To Make It Work For You

    Wednesday, October 3, 2018 from 5:30 – 7:00 p.m. Held at the New Education Center 6728 Loop Rd. Suite 304 Centerville, OH 45459 Featuring: Michelle L. Lovely – Vice President of Development, The Dayton Foundation Nicole T. Strbich, CFP®, EA – Director of Financial Planning, Buckingham Financial Group Come learn how charitable planning fits into […]

    Luxe Dayton

    Thursday, October 11, 2018 from 2:00 – 8:00 p.m. The Brightside Music & Event Venue 905 East Third Street Dayton, OH 45402 A Magnificent Luxe Shopping Experience That Gives Back Stop by The Brightside Music & Event Venue to shop local designers of handbags, jewelry, skincare, tie rings and men’s and women’s clothing. Grab a […]

    Women’s Retirement Conversation Circle

    Thursday, October 25, 2018 from 5:30 – 7:00 p.m. Held at the New Education Center 6728 Loop Rd. Suite 304 Centerville OH 45459 Do you lay awake worrying about retirement? Join us for an open discussion on Social Security, Medicare, 401k/IRAs, and taxes in retirement. Carrie will share advice and facilitate a group discussion on […]


    Past Events

    Essential Estate Documents

    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 talk about the legal documents that an individual/family should have. Joining Carolyn will be Ashlee Walton, CFP® from Buckingham Financial Group to further discuss the importance of these documents as it […]

    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 […]

    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!