Seminars & Events

Protect The Ones You Love: Long Term Care - 11:30am session

How do you protect your family in the event of your declining health or incapacitation? Adam Schaefer from ASH Brokerage will talk about the role of long-term care insurance coverage and other funding options. 

Lunch will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by January 30. 

When: Wednesday, February 6, 2019 - 11:30am - 1:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Protect The Ones You Love: Long Term Care - 6:00pm session

How do you protect your family in the event of your declining health or incapacitation? Adam Schaefer from ASH Brokerage will talk about the role of long-term care insurance coverage and other funding options. 

Dinner will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by January 30. 

When: Wednesday, February 6, 2019 - 6:00 - 7:30pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Serve the Homeless

Join us as we sort donations of warm winter clothing and then distribute them to homeless men served by the Lutheran Metropolitan Ministry's Men's Shelter. Can't join us? Please drop off donations of warm winter clothing in the office!

We will met at JMO Wealth Management at 9am, enjoy bagels and coffee as we sort donations, then travel together to the shelter downtown at 2100 Lakeside. 

When: Saturday, February 9, 2019 - 9am - noon
Where: JMO Wealth Management
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Spread Some Love - Peanut Butter & Jelly Drive - February 1-28

We're hosting a peanut butter & jelly drive for the Westlake Community Services Food Pantry through the month of February. Drop off your donations during regular business hours and spread some love to people in our community.

For the safety of food pantry volunteers, no glass contain

When: Thursday, February 28, 2019 - 9am - 5pm
Where: JMO Wealth Management
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

My Brain Made Me Do It: Strategies to help you make better decisions - 11:30am

Successful investing involes rational, logical thought and actions. Yet many people are afraid to make decisions, rely too much on the hot tips of others, or simply procrastinate.

This complimentary financial workshop presented by Christopher Weiland of John Hancock Investments is designed to help you better plan for your future. The seminar explores: 

  • How the brain reacts to emotional situations, such as making investment decisions
  • Some of the more common investing mistakes many people make
  • Actions you can take to avoid them

Lunc will be provided and space is limited - please reserve your complimentary spot today!

When: Wednesday, March 6, 2019 - 11:30am - 1:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road
Suite 1
Westlake OH 44145
 

My Brain Made Me Do It: Strategies to help you make better decisions - 6:00pm

Successful investing involes rational, logical thought and actions. Yet many people are afraid to make decisions, rely too much on the hot tips of others, or simply procrastinate.

This complimentary financial workshop presented by Christopher Weiland of John Hancock Investments is designed to help you better plan for your future. The seminar explores: 

  • How the brain reacts to emotional situations, such as making investment decisions
  • Some of the more common investing mistakes many people make
  • Actions you can take to avoid them

Dinner is provided and space is limited - please reserve your complimentary spot today!

When: Wednesday, March 6, 2019 - 6:00pm - 7:30pm
Where: JMO Wealth Management Training Room
671 Columbia Road
Suite 1
Westlake OH 44145
 

Shredding Day!

The Iron Mountain shredding truck will be in our parking lot to provide complimentary document destruction from 9am to noon (or until the truck is full). Please limit to three "banker-box" sized containers per household.

When: Saturday, April 27, 2019 - 9am - noon
Where: JMO Wealth Management Parking Lot
671 Columbia Road
Westlake OH 44145
Phone: 440.835.6550
 

Alzheimer's & Dementia Panel Discussion

TIME TBD - Please watch this page for udpates!

Join us at The Normandy Senior Living Community (22701 Lake Road, Rocky River) for a panel discussion on financial and legal planning for families affected by a diagnosis of Alzheimer's disease or other dementia.

 

When: Tuesday, April 30, 2019 - 9:00am - 5:00pm
Where: The Normandy Senior Living Community
22701 Lake Road
Rocky River OH 44116
Phone: 440.835.6550
 

Real Estate Experts Panel Discussion - 11:30am session

Come prepared with questions for real estate attorneys, title agents, lenders, and insurance professionals. Personal, business, and investment property questions are welcome!

Lunch will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by April 30. 

When: Tuesday, May 7, 2019 - 11:30am - 1:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Real Estate Experts Panel Discussion - 6:00pm session

Come prepared with questions for real estate attorneys, title agents, lenders, and insurance professionals. Personal, business, and investment property questions are welcome!

Dinner will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by April 30. 

When: Tuesday, May 7, 2019 - 6:00pm - 7:30pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Pet Behaviorist

Join us for a presentation about some of the more common pet behavioral issues and solutions. Time is allotted for Q&A. Please consider bringing a donation of pet food for Avon Lake Adopt-a-Pet.

When: Wednesday, May 29, 2019 - 6:00 - 7:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Adopt-a-Pet at the Avon Lake Dog Park

Hot Dog! Join us for a hot dog cookout and meet your new fu-ever friend at the Avon Lake Dog Park (66401 Webber Road). Avon Lake Adopt-a-Pet will be showcasing adoptable pets and collecting donations.

When: Saturday, June 1, 2019 - 10:00am - noon
Where: Avon Lake Dog Park
66401 Webber Road
Avon Lake OH 44012
Phone: 440.835.6550
 

Preparing Your Student for College - 11:30am session

Study habits, ACT prepration, and navigating the college search will all be reviewed by Kelly MacLean from College Recruiting

Lunch will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by July 5.

When: Thursday, July 11, 2019 - 11:30am - 1:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Preparing Your Student for College - 6:00pm session

Study habits, ACT prepration, and navigating the college search will all be reviewed by Kelly MacLean from College Recruiting

Dinner will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by July 5.

When: Thursday, July 11, 2019 - 6:00 - 7:30pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Fourth Annual JMO Pig Roast

New location for 2019 - Weiss Field in Avon Lake

Good food, fun games & great company - fun for the whole family! No cost to attend; however you must register by July 12. Please bring non-perishable food items to support the Westlake Community Services Food Pantry.

When: Friday, July 26, 2019 - 5:00pm - 8:00pm
Where: Weiss Field
Intersection of Webber and Moore Roads
Avon Lake, OH 44012
Phone: 440.835.6550
 

College Planning

Taryn Rechenbach from College Plan Plus helps families understand the FAFSA and other forms of financial aid that may be available for your student.

Dinner will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by July 31.

When: Wednesday, August 7, 2019 - 6:00 - 7:30pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Small Business Seminar - 11:30am session

Take your business to the next level! A panel of experts will help you navigate the legal, financial, and organizational challenges to growing your business.

Lunch will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by September 3. 

When: Tuesday, September 10, 2019 - 11:30am - 1:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Small Business Seminar - 6:00pm session

Take your business to the next level! A panel of experts will help you navigate the legal, financial, and organizational challenges to growing your business.

Dinner will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by September 3. 

When: Tuesday, September 10, 2019 - 6:00pm - 7:30pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Serve the Homeless

Join us as we sort donations of warm winter clothing and then distribute them to homeless men served by the Lutheran Metropolitan Ministry's Men's Shelter. Can't join us? Please drop off donations of warm winter clothing in the office!

We will met at JMO Wealth Management at 9am, enjoy bagels and coffee as we sort donations, then travel together to the shelter downtown at 2100 Lakeside. 

When: Saturday, October 5, 2019 - 9am - noon
Where: JMO Wealth Management
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Investing Your Way - 11:30am session

When it comes to investing, the challenges facing women are unique - but so are the opportunities! A representative from Hartford Funds will share strategies for helping you reach your goals.

Lunch will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by October 2. 

When: Wednesday, October 9, 2019 - 11:30am - 1:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Investing Your Way - 6:00pm session

When it comes to investing, the challenges facing women are unique - but so are the opportunities! A representative from Hartford Funds will share strategies for helping you reach your goals.

Dinner will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by October 2. 

When: Wednesday, October 9, 2019 - 6:00pm - 7:30pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Wine Tasting Night

Registration is limited for this special wine tasting night at Wood and Wine in Avon. Sommeliers will guide you through a wine tasting and present food and wine pairings for menus ranging from old world to new world. 

 

When: Wednesday, November 6, 2019 - 7:00pm - 9:00pm
Where: Wood and Wine
38790 Chester Road
Avon OH 44011
Phone: 440.835.6550
 

Tax and Estate Planning

Come talk to local CPAs and estate planning attorneys for year-end planning tips!

Dinner will be served.

This seminar is complimentary; however space is limited and registration is required. Please register by November 13.

When: Wednesday, November 20, 2019 - 6:00pm - 8:00pm
Where: JMO Wealth Management Training Room
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Toy Drive for Twice Blessed Free Store - November 1-29

We're a collection spot for Twice Blessed Free Store! Please drop off new, unwrapped toys and games for distribution to local families in need.

In-demand items include: board games, craft kits, art supplies, LEGOs, multiethnic baby dolls, multiethnic Barbie dolls, basketballs, footballs, soccer balls, Marvel / DC Toys, Matchbox / Hot Wheels cars, blocks, toddler toys

 

When: Friday, November 29, 2019 - 9am - 5pm
Where: JMO Wealth Management
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550
 

Holiday Open House

Celebrate the season with the JMO team! Stop by the office for a bite to eat and a cup of good cheer between 4pm and 8pm. Please bring a donation of non-perishable food items for the Westlake Community Services Food Pantry.

 

When: Wednesday, December 11, 2019 - 4:00pm - 8:00pm
Where: JMO Wealth Management
671 Columbia Road, Suite 1
Westlake OH 44145
Phone: 440.835.6550