Upcoming Informational Presentations


These events have been designed for individuals and couples who are retired or planning for retirement and have not already attended one of our events.

The presentation and dinner are complimentary, however, reservations are required.
To reserve a seat for you and a guest, call our office at 614-760-0670.

As a professional courtesy, we ask that financial planners and brokers not attend.

**All presentations begin at 6:30 pm unless otherwise noted.

August 2017

Thursday, August 3rd – Wooden Shoe Inn, Minster

Tuesday, August 15th – LaScala Italian Restaurant, Dublin

Thursday, August 24th – Bravo, West Chester

Tuesday, August 29th – Bravo, West Chester

September 2017

Thursday, September 7th – Golden Lamb, Lebanon

Tuesday, September 12th – Golden Lamb, Lebanon

Monday, September 18th, 4pm – McCormick & Schmick’s, Easton



**All presentations begin at 6:30 pm unless otherwise noted.


Safe Harbor Wealth Management, LLC and Safe Harbor Retirement Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.