We do a number of things to serve the population of people that fall within the pillars of our practice; Retirement Planning, Survivor Planning and Divorce Planning. We are always looking for more ways to contribute to the needs of people going through life changes.

 

Locally, in the Cleveland area, we speak at Senior Centers, support groups, and other events where people are concerned about the issues covered in our practice areas.  We also schedule frequent "Coffee Talks" where we hold open discussions allowing people to ask general questions, have coffee and snacks, and feel comfortable in a casual environment.

 

Nationally, we are working to schedule speaking engagements with divorce and spousal loss support groups to provide valuable discussions for people working through these significant life changes.

 

Lastly, we provide retirement planning and life change educational workshops to employers and groups throughout the country.

 

If you are interested in having us speak at your event, or to a group of people, please contact us at info@plumcreekwealth.com, call us directly at 440.801.1007 or use this Contact Us form.

Outreach Programs

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  Life changes. We make it easier.™

RETIREMENT PLANNING | SURVIVOR PLANNING | DIVORCE PLANNING