Free Retirement Planning Seminars in Cincinnati, Ohio
Two hours. Four topics. The plain-English retirement education most people spend years trying to piece together on their own — covered in one evening, at no cost, with no obligation to do anything after.
Upcoming Seminars — Reserve Your Seat
Summer Music Festival
Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.
Summer Music Festival
Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.
Summer Music Festival
Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.
Summer Music Festival
Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.
Summer Music Festival
Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.
Summer Music Festival
Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.
Summer Music Festival
Join us for an unforgettable evening of live music featuring local and international artists. Food and beverages will be available.
No upcoming events at this time. Check back soon!
Couldn’t make it to our seminar?
We’d be happy to review the information with you one-on-one during a free consultation. Please complete the “What to Bring” form below so we can best prepare for your appointment.
What You'll Learn at an A to Z Seminar
This isn't a product presentation. It's a working session — Andy walks the room through the four retirement topics that matter most and explains how they connect to each other. You'll leave with a framework you can actually use, whether you work with A to Z afterward or not.
Income Planning and Making Your Money Last
How much do you need? How long will it last? What happens if the market drops in your first year of retirement? Andy breaks down income flooring, protected rollover strategies, and the math behind sustainable retirement income in terms anyone can follow.
Medicare: Advantage vs. Supplement and How to Choose
Medicare has more moving parts than most people realize, and the wrong choice can follow you for years. This session covers how Medicare works, the difference between Medicare Advantage and Medicare Supplement plans, how Part D prescription coverage fits in, and what questions to ask before you enroll.
Social Security Timing — The Decision That Can't Be Undone
Filing for Social Security too early — or too late — can cost a household tens of thousands of dollars over a retirement. Andy covers how benefits are calculated, how spousal benefits work, and the factors that should drive your filing decision before you ever submit a form.
Estate Planning Basics: Protecting Your Family Before It's Urgent
Most people know they need a will. Fewer understand the role of a living trust, a power of attorney, or a beneficiary designation review in a complete retirement plan. This session covers the essentials and explains how estate documents connect to the rest of your retirement strategy.
The Seminar Is Free. The Knowledge Is Yours to Keep.
A to Z has been running retirement education seminars for years — not as a lead funnel, but as a genuine community service. Andy teaches the same material he's spent 27 years applying for clients. If you want to talk next steps after the seminar, he's available. If you leave better informed and work with someone else, that's a win too.
108 educational videos. 450+ clients. 27 years of seminars. The depth is real.
Questions About Attending
Is there a charge to attend?
No. A to Z seminars are free to attend. There is no registration fee, no materials cost, and no charge for any follow-up conversation you schedule afterward.
Will I be sold anything at the seminar?
No products are sold at A to Z seminars. The session is educational. Andy presents the material, takes questions, and makes himself available for conversations afterward — but there is no sales presentation and no pressure to sign up for anything.
Can I bring my spouse or a family member?
Yes, and we encourage it. Retirement planning decisions affect the whole household, and having a spouse or family member in the room means you're both working from the same information. Register the number of seats you need when you sign up.
What should I bring?
Nothing is required. If you have a recent Social Security statement or a Medicare card and want to reference them during the session, bring them along — but the seminar works just as well without any paperwork. Come with your questions.
What if I can't make an upcoming date?
New seminar dates are added regularly throughout the year. If no current date works, check back or call the office at 513-313-6908 to ask about the next scheduled event. You can also explore A to Z's library of educational videos online for background before you attend.