Recent changes in tax legislation could have a meaningful impact on your financial plan. Join us for an informative session on the newly signed One Big Beautiful Bill Act, where we’ll explore what’s changing—and what it means for you.
Our guest speaker, Lance Bradstreet, a local CPA, will break down the new tax law in practical terms and highlight key planning strategies you may want to consider moving forward.
Whether you're planning for retirement, managing a business, or just want to stay informed, this session will provide valuable insight into how the new law may affect your financial life.
We hope you can join us.
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Microsoft Teams Webinar |
23 September, 202512:00 PM - 1:00 AM Eastern |
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Join us for an eye-opening seminar on five common fraud scams and the five essential steps to take if you’ve been targeted. Learn how to protect yourself, spot red flags, and respond with confidence. Don’t miss this opportunity to gain valuable insights and safeguard your wealth.
Moraine Country Club
4075 Southern Blvd.
Dayton, OH 45342
Complimentary lunch will be provided by First Trust Portfolios.
Complimentary valet parking available.
Seating is limited.
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Moraine Country Club | 4075 Southern Blvd. Dayton, Ohio 45342 |
25 September, 202511:30 AM - 1:00 PM Eastern |
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Medicare Open Enrollment is just around the corner, starting October 15, and now’s the time to get prepared.
Join Certified Insurance Counselor (CIC), Dan Bitler for an essential session covering the latest updates, key changes, and expert tips to help you enroll with clarity and confidence. Whether you're reviewing your current plan or exploring new options, this session will help ensure you're ready to make informed decisions.
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Microsoft Team Webinar |
14 October, 202512:00 PM - 1:00 PM Eastern |
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Artificial Intelligence is more than a buzzword — it’s reshaping industries, economies, and the way we live and work. From healthcare breakthroughs to the rise of data centers, AI is fueling a new wave of innovation. In fact, it’s projected to add more than $13 trillion to the global economy in the next decade. But is it the next great investment frontier, or just another hype cycle?
Join us for a live webinar with Columbia Threadneedle Investments as we explore how AI is transforming markets, where the real opportunities lie, and what it could mean for investors like you.
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Microsoft Teams Webinar |
22 October, 202512:00 PM - 1:00 PM Eastern |
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