Upcoming Events

    Women Wine & Wealth At Clothes That Work

    Wednesday, November 14, 2018 from 5:30 – 7:00 p.m. Held At Clothes That Work 1133 S. Edwin C. Moses Blvd., Suite 392 Dayton, OH 45417 Entrance on the south side of the building. Presented by Carrie Cook Bray, CFP®, CRPC® Senior Wealth Manager Clothes That Work is a local non-profit that provides professional clothing, image […]

    Year End Tax Considerations for Individuals and Small Business Owners

    Tuesday, November 13, 2018 from 5:30 – 7:00 p.m. Held at the New Education Center 6728 Loop Rd. Suite 304 Centerville OH 45459 Proper tax planning is critical and 2018 tax reform legislation may also affect year-end tax planning for both businesses and individuals. Not only did tax rates and brackets change, but also treatment […]

    Farming Operations Year-End Planning

    Tuesday, December 4, 2018 – 9:00 – 10:30 am Elks 797 Golf Course 2593 Rombach Avenue, Wilmington, OH 45177 Please Join us for an update regarding: • Tax Forecasting based on new tax law • Year-end purchasing and pre-paid expenses • Introduction to QuickBooks Online Click Here to Print PDF

    Past Events

    Women’s Retirement Conversation Circle

    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 how women can feel more confident with their retirement plans. Refreshments will be served.

    Luxe Dayton

    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 bite at the EAT food truck, a drink from […]

    Charitable Planning: Options with the New Tax Laws

    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 your overall financial plan.

    Women Wine & Wealth At Horse & Hare

    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 for home décor, unique jewelry and one-of-a-kind leather goods. […]

    Medicare Supplements Seminar

    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.

    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!

    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!

    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. […]

    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.