Take the First Step Toward Reaching Your Financial Goals

Get the information that can help you live a confident retirement.

Upcoming Events

June 10
Social Security & Tax Class
6:00 pm | Westerville Library 126 S State St
Westerville, OH 43081 United States
June 11
Social Security & Tax Class
6:00 pm | Westerville Library 126 S State St
Westerville, OH 43081 United States
June 17
Social Security and Tax Class
6:30 pm | Columbus Metro Hilliard Library 4500 Hickory Chase Way
Hilliard, OH 43026 United States
June 18
Social Security and Tax Class
6:00 pm | Columbus Metro Hilliard Library 4500 Hickory Chase Way
Hilliard, OH 43026 United States
June 24
Social Security and Tax Class
5:45 pm | Powell Library – Liberty Branch 7468 Steitz Road
Powell, OH 43065 United States
June 26
Social Security and Tax Class
5:45 pm | Powell Library – Liberty Branch 7468 Steitz Road
Powell, OH 43065 United States
July 15
Social Security and Tax Class
6:00 pm | New Albany Branch Library 200 Market Street
New Albany, OH 43054 United States
July 17
Social Security and Tax Class
6:00 pm | New Albany Branch Library 200 Market Street
New Albany, OH 43054 United States
July 29
Social Security and Tax Class
6:00 pm | Columbus Metropolitan Library- Whetstone Branch 3909 N High Street
Columbus, 43214 United States
July 31
Social Security and Tax Class
6:00 pm | Columbus Metropolitan Library- Whetstone Branch 3909 N High Street
Columbus, 43214 United States

Ready to Meet Your Guide?

Eager to learn more about how we help people to confidently pursue their dreams? Schedule your no-obligation meeting with Rodney today.