Broker Check
22 June
Lunch & Learn, Featuring: Charitable Giving | Tax Strategies | Market Update | Banking Crisis


This event is targeted toward business owners as well as non-profits & churches. H
owever, if you are interested in learning more about us, charitable giving or hearing a stock market update - this event can also be for you!  

A light lunch will be provided (RSVP is required) as we discuss some important financial topics, including:

  • How to maximize the gift your organization receives
  • Different ways to ask for charitable gifts for your organization's benefit
  • Important tax strategies for effective giving
  • Current market impact on businesses
  • Ways the banking crisis may have impacted your business
  • Tax strategies for business owners

We are a Findlay, Ohio-based wealth management firm focused on establishing strategies to help you meet your goals. We have a deep appreciation for our local Women's Resource Center (our featured guest at this event). We support and recognize our active military and veterans. We believe God is good.

Event will max out at 120 individuals, so don't wait, RSVP today: or call 567.250.9822

Date and Time

Thu, Jun 22, 2023

11:30a - 1:00p EST


Marathon Center for the Performing Arts, Fisher Wall Art Gallery

200 W Main Cross St,
Findlay , OH 45840
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Event Registration