Ohio

ONLINE WORKSHOPS
Yes
IN-PERSON WORKSHOPS
None Currently Scheduled
Morgan Stanley
Karen Levy, CRPC, CDFA, Financial Advisor
7755 Montgomery Rd
Cincinnati, Ohio
Suite 200
45236
Karen Levy
When
Please contact us for workshop dates and times.
ONLINE WORKSHOPS
Yes
IN-PERSON WORKSHOPS
No
Morgan Stanley – Greater Cincinnati including Northern Kentucky
7755 Montgomery Rd
Cincinnati, Ohio
Suite 200
45236
Karen Levy, CRPC®, CDFA®, Financial Advisor, NMLS# 591105
When
Second Saturday of most months
North East Central Ohio (See Website for Details)
http://www.SecondSaturdayNECO.com
North East Central Ohio (Various Locations), Ohio
43015
Second Saturday NECO
Kelli Gargasz
When
Typically held Monthly on either Saturday or Tuesday.
ONLINE WORKSHOPS
Yes
IN-PERSON WORKSHOPS
Due to COVID-19, None Currently Scheduled
Hamilton Capital
5025 Arlington Centre Boulevard
Columbus, Ohio
43220
Kitty Hedges, CFP® CDFA
When
2022 Restructuring Video Presentation – Goal to be Complete 4/1/22
Scroll to Top