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Center for Wealth Management - Cincinnati, OH - 45245 - Wealth Manager - Estate Planning - Retirement - College Funds - Financial Planner - Portfolio Analysis - Annuities - Investments

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

New Year Client Dinner

January 12, 2020 4:00p - 9:00p Eastern Standard Time

Montgomery Inn Boathouse

Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.

New Year Client Dinner

February 2, 2019 4:00p - 9:00p Eastern Standard Time

Montgomery INN Boathouse

Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.

New Year Client Dinner - Updated!

February 2, 2019 4:00p - 9:00p Eastern Standard Time

Let's celebrate the New Year together! Center for Wealth Management Invites you to join us for a client dinner at Montgomery INN Boathouse with a special market update from Nate Carlson with First Trust Portfolios.

Breakfast with Santa

December 8, 2018 9:00a - 12:00p Eastern Standard Time

Center for Wealth Management

Join us for Breakfast with Santa! Bring your children and grandchildren to meet Santa, enjoy breakfast and have a photo taken with the man himself.

Event Registration




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