Events

• Portfolios & Pints – September 2025

  September 10, 2025

  The German hat is back! Alex Durbin, Chief Investment Officer, and Travis Upton, Partner and CEO, will be drawing topics out of the hat to discuss current events, thoughts on the markets, and answer your questions. Do you have a question about interest rates? Add it to the hat! Do you have a question about […]

  More Info

• 2025 CEO Leadership Breakfast

  September 25, 2025

  Join us Thursday, September 25 at the Columbus Country Club for our third annual CEO Breakfast Workshop on Leadership. This year’s speakers are leadership experts Patrick McBane and Ford Taylor with Transformational Leadership. Consultants to successful companies, not for profits, and ministries, Patrick and Ford will share important insights you can use to help take […]

  More Info