Events

How healthy are your retirement plans?

You know a lot about medicine, but retirement planning for physicians is a whole other specialty.

That's where we come in.

Our strategies can help medical professionals like you achieve your retirement planning goals. Now you can learn more about them at an upcoming dinner workshop:

The Physician's Balance Sheet: Saving and Investing

Date: June 22, 2017
Time: 6:30 PM
Location: The Tudor Room at The National Exemplar (Mariemont Inn)
6880 Wooster Pike Mariemont, OH 45227

Discover how to set personal goals, manage risk, and identify your personal needs for retirement savings.

Space is limited, so please fill out the form below or calls us at (513) 753-9966 to confirm your attendance.

Event Sign Up

Fill out my online form.

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