Events

• 2019 Spring Wealth Summit

  April 24, 2019

  Be our guest for cocktails and hors d’oeuvres at our 2019 Spring Wealth Summit as Mark Horvath, founder of Invisible People, shares how he is living out his passion by giving a face and voice to homelessness. Having once been homeless himself, Mark now captures the stories of the homeless on his video camera and […]

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• 2019 April Portfolios & Pints

  April 30, 2019

  Join us for a pint at Kindred Craft Beer Bar in Gahanna as Travis Upton, Partner and Chief Investment Officer of The Joseph Group, discusses hot topics in the market along with how we are positioning portfolios to serve our clients best. There will be a happy half-hour from 5:00-5:30 PM followed by Travis’ presentation from 5:30-6:30 PM.

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• 2019 May Portfolios at Panera

  May 28, 2019

  Please join us as Travis Upton, Partner & Chief Investment Officer of The Joseph Group, discusses hot topics in the market along with how we are positioning portfolios to best serve our clients.

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