For this webinar Dwight Montgomery, President of the National Christian Foundation of Ohio, took a dive into the world of charitable giving and how to understand giving from a tax perspective. Cash donations are simple, but leave 90% of giving opportunities on the table. Dwight discussed the advantages of giving before selling assets as well as giving and holding to make the most of donations. A key takeaway, Dwight challenged attendees to first identity what they feel called to give to, then to work with their advisors to make the most of their donation, while living or after passing away.

Investment Analyst Matt O'Bryon teamed up with Senior Wealth Advisors, Chris Johnson and Jeremy Gardner, to take aa look at the 2023 market. Topics discussed were the Inflation Cycle, Rising Interest Rates, and the tricky question of 'Are we in a recession?'. Also discussed was the closing of banks recently mentioned in the news cycle. Matt explained what is happening with banks closing and why most of us can still sleep well at night.Watch the Recording

Join us on April 19, 2023 to learn how to use points and miles to save money and travel in style. Founder of 10xTravel.com, Bryce Conway will teach you the basics in this free, virtual session. Get the answers on which credit cards to use and when, how to earn an abundance of points and miles without flying, how to redeem existing points for maximum value, and more. Bryce has been using points and miles to travel all over the world with his family for nearly a decade. An Ohio native, Bryce now teaches this skill to hundreds of thousands

Join us on May 9th, 2023 for this free virtual workshop on the housing market presented by Julee Felsman. Are you looking to buy or sell a home? Wondering if you should refinance? Maybe you're looking to invest in real estate, or maybe you just want to know what's going on with the housing market. Let Julee help you get a beat on the current market and what it means for you! Presenter Julee Felsman is the Senior Vice President of lending for Guaranteed Rate. Julee has worked in real estate lending since 1997 and enjoys helping individuals understand the