Seminars & Events

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