Upcoming Events

Upcoming Events

Educational Seminar

Topic: Retirement, Social Security, & Pension Workshop - Understanding the Process & Keys to Optimizing Benefits 

 

Financial & Lifestyle Forum

A series of financial and lifestyle workshops. The following are a number of topics that are included: 

Financial 

  • Social Security - Keys to Optimizing Benefits
  • Retirement - Cash Flow -vs- the Cash Pile
  • Investments - Alternative Strategies, not Alternative Investments
  • Current Market Commentary 
  • Estate Planning - Evolving Issues
  • Healthcare

Lifestyle

  • OSU Tailgate (Away Game)
  • Identity Theft - Issues and Solutions
  • iPad Training
  • Homeopathic Wellness
  • Culinary Retreat
  • Travel Tips & Tricks

 

Past Events 

 

Date: June 26th, 2014

We were honored to sponsor the Inaugural Powell Festival Liberty Trail 5K, benefiting Wounded Warrior Project! 

Date: March 25th

Group: Ohio Funeral Directors Association

Financial Professional(s): Jim Bardash, JD, Managing Partner and Bryan Lane, Retirement Planning Specialist 

 

The Financial Professionals at SBGH have a passion for sharing their knowledge and frequently speak at public and private events. Please contact your local SBGH office if you're interested in having one or more of our members speak on a particular topic. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck