Upcoming Events

We are proud to be a part of your community. Below is a list of events, activities and seminars that we are involved in.

October 2024 Events

Debora Venzor, CFP, CDFA, Vice President with UBS Financial Services ~ The Castle Group and Allison McMeechan, Esq Estate Planning Attorney with Reminger Co

Oct 7, 2024 10:00 AM to Oct 7, 2024 11:30 AM

Ladies Only, Please. A unique opportunity for women to engage in a roundtable discussion on financial acuity and estate planning.

Lyndhurst location

Kyle Brubaker - FDLIC

Oct 14, 2024 10:00 AM to Oct 14, 2024 11:30 AM

Medicaid and Funeral Planning

Lyndhurst location

Nate Gradisher with Hospice of the Western Reserve

Oct 21, 2024 10:00 AM to Oct 21, 2024 11:30 AM

Hospice 101

Chagrin Falls location

Christine Smith - Lighten Up and Flourish

Oct 28, 2024 10:00 AM to Oct 28, 2024 11:30 AM

Have some fun with us as we learn about  "Laughter Yoga" and the many benefits of adding laughter into your day.

Lyndhurst location

November 2024 Events

Quinn Malone, Owner True Blue of the Western Reserve

Nov 4, 2024 10:00 AM to Nov 4, 2024 11:30 AM

 

Allowing you and your loved ones to Age-In-Place safely within the comfort of your home. Hear how Quinn can make your home safe and easier to live in as you age. 

Chagrin Falls location

Don Branford - US Army Veteran

Nov 11, 2024 10:00 AM to Nov 11, 2024 11:30 AM

In honor of our Veterans, join us for an interesting presentation on How to Properly Fold an American Flag and meaning. Plus more interesting facts about Old Glory.  

Lyndhurst location