3Q24 Investment Webinar Recording

With markets anticipating at least one Federal Reserve rate cut in 2024 and speculation about future cuts, join us on our upcoming webinar to discuss what this means for investors – especially those that are holding cash. Over the last year and a half, cash investors...

Q2 Educational Webinar

In this webinar, we discussed the topics of career development and employment search in a post pandemic market with technological advancements like artificial intelligence. You can now watch the recording at your convenience by clicking the link below. Passcode for Q2...

Career Development

Please join us on June 18th at 12pm EST for our 2nd quarter 2024 educational webinar. We will be discussing the topics of career development and employment search.

Giving USA – Philanthrophy in America

Alongside several great community partners, we are a proud sponsor of the annual Cincinnati briefing of the GivingUSA report on philanthropy in America. The event will be at The Metropolitan Club in Covington, KY. Register today!

2024 Annual Client Appreciation Event

Each year we like to take the time to connect with our clients outside of business and show them our sincere appreciation. This year we held our 2024 Annual Client Appreciation event at TQL Stadium in Cincinnati.