Broker Check

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

Upcoming Events

October 7, 2019 - September 7, 2020

6:30p - 9:30p

The Ohio State University; Ohio Union

Retire Educated Seminar Series

We are thrilled to be instructors for the upcoming Retire Educated Seminar Series at The Ohio State this May. Join us as Shaun Carney, CFP(R) leads this two-day course designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

May 12, 2020

6:30p - 9:30p

The Ohio State University; Ohio Union

Retire Educated Seminar Series

We are thrilled to be instructors for the upcoming Retire Educated Seminar Series at The Ohio State this May. Join us as Shaun Carney, CFP(R) leads this two-day course designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

June 24, 2020

5:30p - 9:00p

Columbus Clippers Huntington Park

Columbus Clippers Client Event

We are so grateful to have such wonderful clients join our family at Bolt Financial Group. Let's celebrate you and your families! Join us for a day out at the ballpark as a thank you for placing your trust in us. Enjoy food and a great game!

Past Events

March 16, 2020

1:00p - 2:00p

Zoom Webinar

Grappling with the Coronavirus

In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic impact, and by the time we can, the volatility may have passed. It’s important to remember that, in terms of market declines, the recent drop isn’t unprecedented. Join me in this webinar as I address the best course of action to take in times of market uncertainty. We will discuss Global and US Markets, the impact on your portfolio and answer all of the questions and concerns you may have. Stay educated, stay informed. Click the link below to register. Register - https://zoom.us/webinar/register/5215840340663/WN_ulcR7eK0Q7OjpU9ukWPz7Q

September 14 - September 21, 2019

9:00a - 12:00p

Ohio Dominican University; Bishop James A. Griffin Student Center

Retire Educated Seminar Series

This course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals. This is a TWO day course held at Ohio Dominican University. Saturdays; September 14 and 21 at 9:00am.

September 10 - September 17, 2019

6:30p - 9:00p

Ohio Dominican University; Bishop James A. Griffin Student Center

Retire Educated Seminar Series

This course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals. This is a TWO day course held at Ohio Dominican University. Tuesdays; September 10 and 17 at 6:30pm.

July 24, 2019

5:30p - 9:00p

Columbus Clippers Huntington Park

Columbus Clippers Client Event

We are so grateful to have such wonderful clients join our family at Bolt Financial Group. Let's celebrate you and your families! Join us for a day out at the ballpark as a thank you for placing your trust in us. Enjoy food and a great game!

July 15, 2019

11:00a - 12:00p

Webinar

Build a Better Portfolio

A common question I receive is - how can I create a better portfolio. The better question would be - how can I create a better diversified portfolio.

July 8, 2019

11:00a - 12:00p

Webinar

Separating Myths from Truth

Don't get tricked by the Wall Street bullies. Join us for our upcoming webinar where we dispel some of the investing myths, so that you can pocket your wealth instead of the Wall Street bullies.

June 17, 2019

11:00a - 12:00p

Webinar

Distributions from Retirement Plans

Some retirees may have several sources of income. Among them are retirement plans, such as traditional IRAs and Roth IRAs, as well as 401(k) and 403(b) plans. Of course, you may receive Social Security benefits and some people also have other investments and savings that they intend to use during retirement. If you’re nearing the age when you may consider drawing money from your qualified retirement plans, you face a number of important distribution decisions.

June 10, 2019

11:00a - 12:00p

Webinar

Gearing up for the Next Crash

Crashes happen. One of the worst possible things an investor can do in a down market is panic and sell! Most people know buy low and sell high, but they don’t do it. Rebalancing is the hardest thing to do in investing. It’s easy to buy a diversified portfolio, it’s difficult to stick with it. If you are not prepared now, it will be too late. Join us for a Zoom webinar!

June 3, 2019

11:00a - 12:00p

Webinar

Money Matters: Your Cash Flow Statement

Understanding why money matters and managing your cash flow are an integral part of any sound financial management strategy. 

May 21, 2019

6:30p - 9:30p

The Ohio State University, Ohio Union

Retire Educated Seminar Series

Retire Educated is designed to help you regardless of where you are in the retirement spectrum. With expert instructor, Shaun Carney, we will teach you how to build wealth and align your money with your values to accomplish your goals in life. I you are preparing and planning for retirement, or if you are already retired and looking to make your wealth work for you - the information you learn in this class can deliver rewards throughout your life.

May 20, 2019

11:00a - 12:00p

Webinar

Estate Planning: Principles of Preservi

Estate planning - what is it? Most stop at, "Well, I don't own an estate". In simple terms, Estate Planning is giving what you have to whom you want in the way that you want and when you want... and as cost effective as possible.

May 18, 2019

9:00a - 12:00p

The Ohio State University, Ohio Union

Retire Educated Seminar Series

Retire Educated is designed to help you regardless of where you are in the retirement spectrum. With expert instructor, Shaun Carney, we will teach you how to build wealth and align your money with your values to accomplish your goals in life. I you are preparing and planning for retirement, or if you are already retired and looking to make your wealth work for you - the information you learn in this class can deliver rewards throughout your life.

May 14, 2019

6:30p - 9:30p

The Ohio State University, Ohio Union

Retire Educated Seminar Series

Retire Educated is designed to help you regardless of where you are in the retirement spectrum. With expert instructor, Shaun Carney, we will teach you how to build wealth and align your money with your values to accomplish your goals in life. I you are preparing and planning for retirement, or if you are already retired and looking to make your wealth work for you - the information you learn in this class can deliver rewards throughout your life.

May 11, 2019

9:00a - 12:00p

The Ohio State University, Ohio Union

Retire Educated Seminar Series

Retire Educated is designed to help you regardless of where you are in the retirement spectrum. With expert instructor, Shaun Carney, we will teach you how to build wealth and align your money with your values to accomplish your goals in life. I you are preparing and planning for retirement, or if you are already retired and looking to make your wealth work for you - the information you learn in this class can deliver rewards throughout your life.

April 29, 2019

11:00a - 12:00p

Webinar

Estate Planning: Preserving Wealth

What is the purpose of estate management? Estate management is about preserving the assets you've spent a lifetime building. It's about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be. Finally, estate management is about managing the amount of estate taxes that may be due after your death. There are some fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death.

April 1, 2019

11:00a - 12:00p

Webinar

Tax Matters: Tax Management Strategies

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach.

February 25, 2019

11:00a - 12:00p

Webinar

Tax Matters: Tax Management Strategies

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach.

February 4, 2019

11:00a - 12:00p

Webinar

Investment Matters: 5 Smart Investing St

Five Smart Investing Strategies attempts to simplify the investment process. We’re going to review five strategies and show how they can help guide your approach to the financial markets.

December 11, 2018

2:00p - 3:00p

Webinar

Estate Planning: What You Must Consider

Estate Planning - what is it? Most stop at, "Well, I don't own an estate". In simple terms, Estate Planning is giving what you have to whom you want in the way that you want and when you want... and as cost effective as possible.

December 5, 2018

6:30p - 9:30p

The Ohio State University; Ohio Union; Suzanne Sharer Room

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

November 13, 2018

6:30p - 9:30p

TBD

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

November 6, 2018

2:00p - 3:00p

Webinar

Money Matters: Your Cash Flow Statement

Understanding why money matters and managing your cash flow are an integral part of any sound financial management strategy.

October 25, 2018

6:30p - 9:00p

The Ohio State University; Ohio Union; Suzanne Sharer Room

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

October 11, 2018

6:30p - 9:00p

The Ohio State University; Ohio Union; Rosa Ailabouni Room

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

October 2, 2018

2:00p - 3:00p

Webinar

Estate Planning: What You Must Consider

Estate planning - what is it? Most stop at, "Well, I don't own an estate". In simple terms, Estate Planning is giving what you have to whom you want in the way that you want and when you want... and as cost effective as possible.

September 27, 2018

6:30p - 9:30p

The Ohio State University; Ohio Union; Milestones Room

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

September 13, 2018

2:00p - 3:00p

Money Matters: Your Cash Flow Statement

Understanding why money matters and managing your cash flow are an integral part of any sound financial management strategy.

August 29, 2018

6:30p - 9:30p

The Ohio State University; Ohio Union; Student Alumni Council Room

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

August 14, 2018

6:30p - 9:00p

The Ohio State University; Ohio Union; Rosa Ailabouni Room

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

July 31, 2018

6:30p - 9:00p

The Ohio State University; Ohio Union; Barbie Tootle Room

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

July 17, 2018

6:30p - 9:30p

Ohio Dominican; Bishop James A. Griffin Student Center

Retire Educated

Discover new ways to maximize your retirement income, lower investment fees, learn how to reduce or even eliminate taxes in retirement and more in this 1 - Night, No Cost, Retirement Course!

April 28, 2018

10:00a - 11:30a

The Worthington Inn

Discover a different way to invest

What if everything you thought you knew about investing was wrong? Join Bolt Financial Group for a FREE educational brunch!

March 6 - March 22, 2018

6:30p - 9:30p

Grove City High School

Retirement Planning Today

An educational course for adults. Tuesdays, March 6 & 13 or Thursdays, March 15 & 22. Covering several financial and retirement topics including life planning, needs and expenses, roadblocks and mistakes, income sources, plan distributions, investments, risk management and asset protection, estate planning and more!

Event Registration


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