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Green events are available to the public. Grey events are for clients and their friends only.
Taxes In Retirement - January 19th @ 6:30 PM
Location: Holiday Inn & Suites – Medina
Dates: Tuesday, January 19
Time: 6:30 p.m.
Details:
- How to take advantage of the current tax rates
- What to do with your pre-tax accounts (401ks, IRAs, etc.)
- How to take tax-efficient income in retirement
- And more…
Taxes In Retirement - January 21st @ 6:30 PM
Location: Holiday Inn & Suites – Medina
Dates: Thursday, January 21
Time: 6:30 p.m.
Details:
- How to take advantage of the current tax rates
- What to do with your pre-tax accounts (401ks, IRAs, etc.)
- How to take tax-efficient income in retirement
- And more…
Wine Tasting Client Event - February 11th @ 6:30 PM
Bring a Friend Referral Event
Location: BA Schrock Financial Group – 131 College St. Wadsworth, OH 44281
Date: Thursday, February 11
Time: 6:30 p.m. – 8:30 p.m.
Theme: Wine Tasting
Taxes In Retirement - March 9th @ 6:30 PM
Location: Comfort Inn & Suites – Brunswick
Dates: Tuesday, March 9th
Time: 6:30 p.m.
Details:
- How to take advantage of the current tax rates
- What to do with your pre-tax accounts (401ks, IRAs, etc.)
- How to take tax-efficient income in retirement
- And more…
Taxes In Retirement - March 11th @ 6:30 PM
Location: Comfort Inn & Suites – Brunswick
Dates: Tuesday, March 11th
Time: 6:30 p.m.
Details:
- How to take advantage of the current tax rates
- What to do with your pre-tax accounts (401ks, IRAs, etc.)
- How to take tax-efficient income in retirement
- And more…
Social Security - May 11th @ 6:30 PM
Social Security Seminar
Location: Holiday Inn & Suites – Medina | 5185 Gateway Dr, Medina, OH
Dates: Thursday, May 11th
Time: 6:30 p.m
Social Security - May 13th @ 6:30 PM
Social Security Seminar
Location: Holiday Inn & Suites – Medina | 5185 Gateway Dr, Medina, OH
Dates: Thursday, May 13th
Time: 6:30 p.m.
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