Upcoming events

Medicare - What to know before you enroll

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.

Fraud Awareness Seminar

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. 

New Tax Laws, New Planning Opportunities

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.

Optimizing Nutrition As You Age

How we nourish our bodies in our 40s, 50s, and beyond can shape how we feel, move, and thrive in the decades ahead.

Join us for a special live webinar exploring the science and the everyday strategies behind optimizing nutrition as we age. We’ll look at how dietary needs shift over time, the role of hydration, protein, and supplements, and practical habits that can support long-term energy, strength, and overall well-being.

Our presenter, Brittany Graham, RD, LD/N, is a registered and licensed dietitian with over eight years of experience in the field. She brings a thoughtful, evidence-based perspective to nutrition, with a background in medical nutrition therapy and nutrition coaching. 

Whether you’re navigating changes in your health or simply looking to feel your best in this stage of life, this conversation will offer guidance rooted in both research and real-world experience.

Unlocking the Power of Social Security

Social Security plays a pivotal role in retirement income—but it’s more complex than it seems. Join us for an engaging and informative conversation where we’ll unpack strategies around timing, taxes, work, and benefits to help you get the most out of what you’ve earned.

We’ll also spend time exploring the newly enacted Social Security Fairness Act, which may provide increased benefits for millions of Americans—especially educators, public employees, and others with mixed employment histories. You’ll leave with greater clarity and actionable insights, whether you’re approaching retirement or advising someone who is.

Let’s make sure Social Security works smarter for your future.

The Markets, Economy & 2025 Outlook

Uncertain about the markets in the year ahead?

Join us for a special panel discussion where our experts will share insights on key trends, risks, and opportunities to help you make informed decisions.

5:30 p.m. – Registration & Refreshments
6:00 p.m. – Program begins
7:00 p.m. – Program ends

Complimentary beverages & hors d’oeuvres

The Family Love Letter®

$84 trillion dollars will move between generations within 25 years. 

Making plans to provide a sound future for your loved ones is an important part of any sound legacy plan. Creating a Family Love Letter can help you with sensitive conversations with your family about preserving, protecting and transferring the legacy you leave behind.

We encourage you to share this invitation to your children or heirs, as it's crucial to involve them in these important discussions about your family's legacy. Together, we can ensure everyone is informed and prepared for the future.