PK Seminar Series 2026
Hosted By: PK Financial Group
Please choose which sessions you would like to attend!
Mastering Your Money: Essential Financial Strategies for Every Stage of Life –Optimal Asset. Allocation, Risk Assessment, Diversification, Micro Managing, Professionally Managed Portfolios. Guest Speaker: PK Financial Group (Pete Kaplan President, Brian Petros CEO) Date & Location: 3/11/26 @ 6:30 PM / PK Financial Group – 8054 Darrow Rd Unit D-1, Twinsburg Ohio 44087 or Virtual
Medicare and Estate Planning Essentials: Strategies for You and Your Aging Parents –Gain valuable insights into Medicare and estate planning to confidently navigate your future and make empowered decisions for yourself and your loved ones. Guest Speakers: Ronald Schickler (Law Office of Ronald S. Schickler) an experienced estate planning attorney ,and Jenelle Jordan (Strachan-Novak Insurance Services), an accomplished Business Development Manager. Date & Location: 5/26/26 @ 6:30PM / PK Financial Group - 8054 Darrow RD Unit D-1, Twinsburg Ohio 44087 or Virtual
Retirement Ready: Planning for a Comfortable and Confident Future- No Cost Customized Analysis for Social Security & Full Report Generated for you or your personal situation. Guest Speaker: TBD Date & Location: 9/29/26 @ 6:30PM / PK Financial Group - 8054 Darrow Rd Unit D-1, Twinsburg Ohio 44087 or Virtual
Investing 101: Making Your Money Work Harder for You- Learn the Essentials of Required Minimum Distributions (RMD’s). Guest Speaker: PK Financial Group (Pete Kaplan President, Brian Petros CEO) Date & Location: 11/10/26 @ 6:30 PM / PK Financial Group - 8054 Darrow Rd Unit D-1, Twinsburg Ohio 44087 or Virtual
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