Join Wealth Sync Partners for a special event designed to help you protect your retirement in today’s ever-changing economy. Choose your date and RSVP for one or two by calling (800) 898-3572 (use RSVP code 511296). Or click RSVP here, or on the button below, to register online!
Wealth Sync Events:
Dinner Reservations
Date & Time
Thursday September 24, 2026
or
Tuesday September 29, 2026
6:30 PM Start
Location
Eddie Merlot’s Prime Aged Beef & Seafood
10808 Montgomery Rd.
Cincinnati, OH 45242
Help protect your money and minimize taxes in today’s ever-changing economy potentially avoid costly mistakes that are often made with retirement plans.
Please join us for a complimentary dinner event
- Creating a Reliable Retirement Income Strategy — How to coordinate your available resources to support the lifestyle you want throughout retirement.
- Planning for a More Tax-Efficient Retirement — Strategies to help manage taxes before and during retirement so more of your income remains available for your goals.
- Protecting Your Retirement and Legacy From Major Health-Care Costs — How unexpected medical and care expenses can disrupt even a well designed retirement plan—and ways to prepare.
- Navigating Market Volatility With Greater Confidence — How market downturns may affect retirement timing, income, and long-term financial decisions.
- Bringing the Pieces of Your Retirement Plan Together — How income, investments, taxes, protection, and legacy decisions can work together rather than being addressed separately.
Get our Free Wealth Sync Scorecard!
Building meaningful wealth is difficult, and preparing for a comfortable financial future can be intimidating! At Wealth Sync Partners, our goal is to create a financial future that is full of endless possibilities. That’s why we’ve created this assessment that can help you optimize your personal wealth and find areas of inefficiency that can be enhanced to help you reach your goals. Download the Wealth Sync Scorecard below and start working toward:
- Efficient Direction for Your Future
- Minimization of Your Portfolio Risk
- Optimization of Your Financial Strategy
Synchronize your Financial Future.
We are here to help you succeed. Schedule your Complimentary Portfolio Review and align your Personal Goals with your Financial Plan.

8170 Corporate Park Drive, Suite 300