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Events

Upcoming Events

Citizen Advisory Group - 770 Commerce Dr. Perrysburg, 43551

Learn About When Living at Home is No Longer Safe for Loved Ones Presented by CarePatrol of Northwest Ohio

January 22, 2025

11:00 AM - 12:30 PM

Citizen Advisory Group
770 Commerce Dr.
Perrysburg, 43551

Learn About When Living at Home is No Longer Safe for Loved Ones Wednesday, January 22nd at 11:00am at the Citizen Advisory Group Office Bring a friend and join us for an educational workshop at the Citizen Advisory Group office on Wednesday, January 22nd at 11:00am. Join us with Cathy Tippenhauer, owner of...

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Coopers Hawk - 4705 Talmadge Green Rd. Toledo, OH 43623

5 Checkpoints of Retirement Planning Educational Dinner Workshop at Cooper’s Hawk Winery

January 28, 2025

6:30 PM - 8:30 PM

Coopers Hawk
4705 Talmadge Green Rd.
Toledo, OH 43623

5 Checkpoints of Retirement Planning Educational Event If you are nearing retirement age or would like a 2nd opinion, you and a guest are cordially invited to join us for a special educational dinner event at Cooper’s Hawk Winery in Toledo, OH. This event is always well-attended and seating is limited,...

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Claude’s Prime Seafood - 5103 Levis Commons Blvd. Perrysburg, 43551

5 Checkpoints of Retirement Planning Educational Dinner Workshop at Claude’s Prime Seafood

January 30, 2025

6:30 PM - 8:30 PM

Claude’s Prime Seafood
5103 Levis Commons Blvd.
Perrysburg, 43551

5 Checkpoints of Retirement Planning Educational Event If you are nearing retirement age or would like a 2nd opinion, you and a guest are cordially invited to join us for a special educational dinner event at Claude’s Prime Seafood in Perrysburg, OH. This event is always well-attended and seating is limited,...

Register
Rockwell’s at the Oliver House - 27 Broadway St. Toledo, OH 43604

Principles of Retirement Planning Educational Dinner Workshop at Rockwell’s at the Oliver House

February 4, 2025

6:30 PM - 8:30 PM

Rockwell’s at the Oliver House
27 Broadway St.
Toledo, OH 43604

PRINCIPLES OF RETIREMENT PLANNING Discover potential costly risks that your retirement plan might be facing and key principles that can help guide you around them. You and a guest are cordially invited to a workshop dinner event for area residents who are retired or nearing retirement. This is an educational event designed...

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Citizen Advisory Group. Property and Casualty Insurance services offered through Foresight Insurance, LLC. Advisory Alpha, LLC, Citizen Advisory Group and Foresight Insurance, LLC are separate entities. 2023 Citizen Advisory Group LLC. All Rights Reserved.

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Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Citizen Advisory Group. Property and Casualty Insurance services offered through Foresight Insurance, LLC. Advisory Alpha, LLC, Citizen Advisory Group and Foresight Insurance, LLC are separate entities. 2023 Citizen Advisory Group LLC. All Rights Reserved.
Registration with the SEC or state does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. This content is for informational purposes only and does not intend to make an offer or solicitation for sale or purchase of any securities. Investing involves risk, including the potential loss of principal. No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values. All investment strategies involve risk and have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially affect the performance of your portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Members of the Investment Team work directly with our firm and personnel but are licensed with Advisory Alpha, a SEC Registered Investment Advisor. The Investment Team is not necessarily involved with the research, due diligent, and portfolio management functions related to all investment products or solutions used for each client. CFA® is a trademark owned by the CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S. which it awards to individuals who successfully complete CFP board’s initial and ongoing certification requirements.
Members of the Investment Team work directly with our firm and personnel but are licensed with Advisory Alpha, a SEC Registered Investment Advisor. The Investment Team is not necessarily involved with the research, due diligent, and portfolio management functions related to all investment products or solutions used for each client. CFA® is a trademark owned by the CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP in the U.S. which it awards to individuals who successfully complete CFP board’s initial and ongoing certification requirements.
Links and references to other websites and third-party content providers are offered for your convenience. We do not necessarily prepare, monitor, review, or update the information provided by third parties. We make no representation or warranty with respect to the completeness, timeliness, suitability, or reliability of the referenced content.
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