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Past events - Gallery


2023 MArket Outlook WEBINAR 

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Investment Analyst Matt O'Bryon teamed up with senior wealth advisors Chris Johnson and Jeremy GArdner to take a look at the 2023 market. topics discussed were the inflation cycle, rising interest rates, and the tricky question of 'are we in a recession?'. Also discussed was the closing of banks recently mentioned in the news cycle. matt explained what is happening with banks closing and why most of us can still sleEp well at night. 
Date of Webinar: MArch 15, 2023


​Giving Strategies Webinar 

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For this webinar  Dwight Montgomery, President of the NAtional Christian Foundation of Ohio, took a dive into the world of charitable giving and how to understand giving from a tax perspective. cash donations are simple, but leave 90% of giving opportunities on the table. Dwight discussed the advantages of giving before selling assets as well as and giving and holding to make the most of donations. A key takeaway, dwight challenged atendees to first identify what they feel called to give to, then to work with their advisors to make the most of their donation, while living or after passing away.
Date of Webinar: February 15, 2023
Visit The NAtional Christian Foundation of Ohio's website! 
find your local n.c.f. team and start your giving journey! 


​Social Secuiry Webinar 

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THIS EVENT, HOSTED BY JENNIFER TABOADA from Blackrock, focused on how Social Security benefits work for individuals and couples. AS RETIREMENT  APPROACHes , IT'S MORE IMPORTANT THAN EVER TO UNDERSTAND THE ROLE SOCIAL SECURITY BENEFITS CAN, AND SHOULD, PLAY IN YOUR OVERALL RETIREMENT INCOME PLAN. Jennifer addressed WHEN AND HOW TO START RECEIVING SOCIAL SECURITY BENEFITS, AND OPPORTUNITIES TO INCREASE BENEFITS THROUGHOUT RETIREMENT.
Date of Webinar: November 16, 2022


Mind The Pay Gap: 4 Steps to Salary Negotiation Success
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Kelly is a career leadership strategist on a mission to help people set up their lives, both professionally and personally. A master presenter with proven solutions, Kelly has influenced thousands. Her high energy and rich content empowers her audience with career action they can take immediately.
Date of Webinar: October 5, 2022
Visit Kelly's Website today!

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​  2019 ​WRAP UP THE YEAR EVENT


​Pumpkin Carving Contest

Second Annual Open House & Volunteering at the Franklin County Dog Shelter and Adoption Center
 


 IGS Health Fair

​Jen Bowden was the winner of our piggy bank savings drawing.
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Client Event at Veteran's Memorial


Junior Achievement 2019 Biz Town

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​  2018 ​WRAP UP THE YEAR EVENT


​ Open House 2018 


2017 Events

IGS Health Fair
Winner of the Money Pig at the IGS Health Fair
Junior Achievement - JA in a Day
Retirement Transition Panel
Retirement Transition Panel
Retirement Transition Panel
Retirement Transition Panel
Retirement Transition Panel
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event
Wrap Up 2017 Event

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COLUMBUS
2875 W. Dublin Granville Rd.
Columbus,  OH  43235-2712

Phone: 614.799.2900
Fax: 614.766.5691
NELSONVILLE
55 W. Columbus St.
Nelsonville,  OH  45764

Phone: 614.799.2900
Fax: 614.766.5691

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  • HOME
  • ABOUT US
    • OUR TEAM
    • WORKING WITH US
    • COMMUNITY ENGAGEMENT
  • INVESTMENT & PLANNING
  • CONTACT
  • EVENTS
  • i-AM
  • LOGIN
    • COLLABORATIVE
    • i-AM
    • SCHWAB
  • UPCOMING EVENTS
  • TRUSTED PARTNERS