Client Center: Events

We provide opportunities for you to fully understand the details of how your money will be working for you.

We offer a variety of educational tools that fit your learning style, your personal schedule and your interests.

Check-Out Our Upcoming Events

 

28 Fri
All-day
American Dream Symposium in Cincinnati @ Duke Energy Center
American Dream Symposium in Cincinnati @ Duke Energy Center
Jun 28 all-day
Plan for a 2 day trip to Cincinnati with us to reclaim your American Dream. There will be activities for all members of the family, from pre-school to high school aged students.  Bus transportation will … Continue reading American Dream Symposium in Cincinnati
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