Workshops & Webinars
Learn strategies for investing, retirement income, Social Security, Medicare, and more through engaging presentations and small group discussions. Our classroom-style sessions and webinars offer a comfortable setting to ask questions, share experiences, and get practical guidance tailored to your needs.
Medicare Workshops: What You Need to Know
Join us for our informative Medicare Educational Workshop designed for individuals turning 65 and those who have delayed their Medicare enrollment. Whether you are approaching your 65th birthday or considering your Medicare options after a delay, this workshop will provide valuable insights and answers to your questions.
Our knowledgeable experts will provide clear and concise answers to your most pressing Medicare questions, covering topics such as enrollment periods, coverage options, prescription drug plans, and more.
Don't miss this chance to gain valuable insights and make informed decisions about your healthcare coverage. Reserve your spot now and embark on the journey to understanding Medicare inside and out.
June 11th
5:30 PM - 6:30 PM
Location:
Otium Financial Planners
34500 Chardon Rd, Suite 4
Willoughby Hills, OH 44094
Join us for our informative Medicare Educational Workshop designed for individuals turning 65 and those who have delayed their Medicare enrollment. Whether you are approaching your 65th birthday or considering your Medicare options after a delay, this workshop will provide valuable insights and answers to your questions.
Our knowledgeable experts will provide clear and concise answers to your most pressing Medicare questions, covering topics such as enrollment periods, coverage options, prescription drug plans, and more.
Don't miss this chance to gain valuable insights and make informed decisions about your healthcare coverage. Reserve your spot now and embark on the journey to understanding Medicare inside and out.
July 16th
5:30 PM - 6:30 PM
Location:
Otium Financial Planners
34500 Chardon Rd, Suite 4
Willoughby Hills, OH 44094
Money God's Way: Building Wealth with Purpose
Align Your Finances with Your Faith – Learn a fresh perspective on handling money that reflects trust, purpose, and responsibility.
Challenge the Status Quo – Examine common cultural messages about wealth and why they might be leading you astray.
Think Beyond the Now – Shift your mindset from short-term gain to long-term, meaningful impact.
Explore Timeless Wisdom for Financial Growth – Uncover time-tested principles that lead to intentional, balanced financial decisions.
Build a Legacy That Matters – Consider how your resources can serve something bigger than yourself—for today and for generations to come.
Stay Tuned
TBD
Align Your Finances with Your Faith – Learn a fresh perspective on handling money that reflects trust, purpose, and responsibility.
Challenge the Status Quo – Examine common cultural messages about wealth and why they might be leading you astray.
Think Beyond the Now – Shift your mindset from short-term gain to long-term, meaningful impact.
Explore Timeless Wisdom for Financial Growth – Uncover time-tested principles that lead to intentional, balanced financial decisions.
Build a Legacy That Matters – Consider how your resources can serve something bigger than yourself—for today and for generations to come.
Stay Tuned
TBD
Social Security Workshops
- Where Social Security Stands Today
- How to Maximize Your Benefit
- How Working Affects Your Benefit
- Strategies to Reduce Tax on Benefit
- How Your Decision Affects Your Spouse
June 10th
5:30 PM - 6:30 PM
Location:
Otium Financial Planners
34500 Chardon Rd, Suite 4
Willoughby Hills, OH 44094
- Where Social Security Stands Today
- How to Maximize Your Benefit
- How Working Affects Your Benefit
- Strategies to Reduce Tax on Benefit
- How Your Decision Affects Your Spouse
TBD
Date and Time
Location:
Otium Financial Planners
34500 Chardon Rd, Suite 4
Willoughby Hills, OH 44094
Live Webinars: Enjoy From the Comfort of Your Home
We're busy planning our next webinar event and can't wait to share the details with you. Check back soon — or explore our upcoming educational workshops or community events in the meantime.
Date and Time
We're busy planning our next webinar event and can't wait to share the details with you. Check back soon — or explore our upcoming educational workshops or community events in the meantime.
Date and Time
Can't Make It to a Workshop?
Schedule a one-on-one conversation with one of our advisors. We're happy to cover any of these topics personally — at a time that works for you.
Schedule a Free Consultation