
Date:
Friday, March 4th, 2011
Time:
6:00 p.m. to 8:00 p.m.

After graduating from The Ohio State University, Peggy started her career in financial planning in 1983, earning her Certified Financial Planner designation in 1989. In 1990, she entered the qualified retirement plans profession, providing investment and compliance services for clients of a Third Party Administration firm. Having since earned her Charted Retirement Plans Specialist and Accredited Investment Fiduciary designations from the College for Financial Planning, Peggy brings over 25 years of experience to our Retirement Plans Consulting services.
Racey attended The Ohio State University. After gaining years of experience working as a financial planner for a local bank, Racey founded RMG Financial Group in 2001. Racey specializes in working with individual investors and small business owners. He earned his Accredited Investment Fiduciary designation from the College For Financial Planning in 2008.
Graystone Wine Cellar
544 South Front Street
Columbus, Ohio 43215
(614) 228-2332
Click Here to Visit Graystone's Website