Educational Workshops

To be held in our Solon Office on the select dates below

Workshops are FREE and tailored to both new & current clients of Alpha Planning & Financial.

Why should you attend?

Surveys of affluent Americans consistently tell us that their major frustration is that their advisors should be more proactive about future issues that might affect their financial well being. Alpha Planning & FInancial keeps clients informed on the latest changes to laws, regulations and economic trends that may affect their financial future.