Past events - Gallery
2023 MArket Outlook WEBINAR
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
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
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
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!
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.
Client Event at Veteran's Memorial
Junior Achievement 2019 Biz Town
