Feldmeyer Financial Group

Financial Planning and Investment Management in Dayton, OH

937-907-6501

Events

At Feldmeyer Financial Group, we believe in the importance of blending financial education with fun social gatherings. Our events range from insightful webinars and seminars to enjoyable social activities, all aimed at building strong relationships and enhancing our clients’ financial knowledge. These gatherings provide invaluable opportunities for clients to connect with industry experts, stay informed, and enjoy meaningful interactions with peers, ensuring they are well-equipped to navigate their financial journeys with confidence.

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Upcoming Events

Webinar: Making the Most Out of Medicare | September 24th @ 5:30 pm

Join Feldmeyer Financial Group for an informative webinar designed to help you better understand your Medicare options and how to make the most of your benefits.

This session will feature insights from an industry expert with MFS Investment Management, who will provide a broad overview of Medicare and its impact on retirement planning. In addition, a local specialist from RetireMed will be available to answer specific questions and provide guidance tailored to your needs.

Whether you’re approaching retirement, already enrolled in Medicare, or helping a loved one navigate the process, this event will give you valuable knowledge and resources to make informed decisions.

Date & Time: Wednesday, September 24, 2025 @ 5:30 pm
Hosted By: Feldmeyer Financial Group
Questions: If you have questions regarding this event, please contact Gretchen Feldmeyer at 937-907-6501 or gretchen@feldmeyerfinancialgroup.com.

The recording will be available on our website after the event.

This is an informational event. There is no cost or obligation.

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Webinar: Feldmeyer Forecast Q4, 2025 |Wednesday, October 15th, 2025

We are excited to extend an exclusive invitation to our upcoming virtual presentation of the “Feldmeyer Forecast, Q4 2025”. Join us for an insightful exploration of the latest market trends, analysis, and strategies shaping the financial landscape in the third quarter of 2025. Highlights of the presentation will include:

  1. Market Trends Analysis: Gain valuable insights into the prevailing market trends influencing the financial landscape.
  2. Strategic Outlook: Explore strategic approaches and opportunities that can help navigate the evolving market dynamics.
  3. Q&A Session: Engage directly with our experts during the Q&A session to get answers to your specific queries.

Date & Time: Wednesday, October 15th at 12:00 pm – 12:30 pm. EDT
Presented By: Feldmeyer Financial Group
Questions: If you have questions regarding this event, please contact Gretchen Feldmeyer at 937-907-6501 or gretchen@feldmeyerfinancialgroup.com.

The recording will be available on our website after the event.

This is an informational event. There is no cost or obligation.

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Past Events

Webinar: Feldmeyer Forecast Q3, 2025 | Wednesday, July 16th, 2025

We are excited to extend an exclusive invitation to our upcoming virtual presentation of the “Feldmeyer Forecast, Q3 2025”. Join us for an insightful exploration of the latest market trends, analysis, and strategies shaping the financial landscape in the third quarter of 2025. Highlights of the presentation will include:

  1. Market Trends Analysis: Gain valuable insights into the prevailing market trends influencing the financial landscape.
  2. Strategic Outlook: Explore strategic approaches and opportunities that can help navigate the evolving market dynamics.
  3. Q&A Session: Engage directly with our experts during the Q&A session to get answers to your specific queries.

Date & Time: Wednesday, July 16th at 12:00 pm – 12:30 pm. EDT
Presented By: Feldmeyer Financial Group
Questions: If you have questions regarding this event, please contact Gretchen Feldmeyer at 937-907-6501 or gretchen@feldmeyerfinancialgroup.com.

The recording will be available on our website after the event.

This is an informational event. There is no cost or obligation.

Give and Save: How Charitable Planning Can Benefit You and Others

Feldmeyer Financial Group invites you to an exclusive event where you’ll discover how strategic charitable giving can maximize your impact while providing significant financial benefits.  Learn how to reduce taxes, optimize wealth transfer, and support the causes you care about – all while securing your financial future. Our experts will guide you through tax-saving strategies, charitable trusts, and real-world examples of smart giving.

We will be welcoming representatives from Dayton Children’s Hospital, the American Heart Association, and Crayons to Classrooms, who will share how charitable giving makes a meaningful impact in our community.

Date: Thursday, May 22nd

Location:  Yankee Trace

Time:  5:15 pm – 8:30 pm

Hosted By:  Feldmeyer Financial Group

Questions: If you have questions regarding this event, please contact Gretchen Feldmeyer at 937-907-6501 or gretchen@feldmeyerfinancialgroup.com.

This is an informational seminar.  There is no cost or obligation

Webinar: Feldmeyer Forecast Q2, 2025 | Wednesday, April 16th, 2025

We are excited to extend an exclusive invitation to our upcoming virtual presentation of the “Feldmeyer Forecast, Q2 2025”. Join us for an insightful exploration of the latest market trends, analysis, and strategies shaping the financial landscape in the second quarter of 2025. Highlights of the presentation will include:

  1. Market Trends Analysis: Gain valuable insights into the prevailing market trends influencing the financial landscape.
  2. Strategic Outlook: Explore strategic approaches and opportunities that can help navigate the evolving market dynamics.
  3. Q&A Session: Engage directly with our experts during the Q&A session to get answers to your specific queries.

Date & Time: Wednesday, April 16th at 12:00 pm – 12:30 pm. EDT
Presented By: Feldmeyer Financial Group
Questions: If you have questions regarding this event, please contact Gretchen Feldmeyer at 937-907-6501 or gretchen@feldmeyerfinancialgroup.com.

The recording will be available on our website after the event.

This is an informational event. There is no cost or obligation.

PAR FOR THE MARKET: FINANCIAL OUTLOOK 2024 | WEDNESDAY, SEPTEMBER 18, 2024

Feldmeyer Financial Group invites you to an evening of fine dining and drinks at the exclusive NCR Country Club.  Our keynote speaker is Matt Miskin CFA and Co-Chief Investment Strategist at John Hancock Investment Management.  He will lead a discussion on “Market Intelligence 2024”. Key topics will include inflation, interest rates, the performance of the S&P 500 during election cycles, geopolitical risks, and an economic outlook heading into 2025.

Date: Wednesday, September 18, 2024

Location:  NCR Country Club

Time:  5:15 pm – 8:30 pm

Hosted By:  Feldmeyer Financial Group

Questions: If you have questions regarding this event, please contact Gretchen Feldmeyer at 937-907-6501 or gretchen@feldmeyerfinancialgroup.com.

This is an informational seminar.  There is no cost or obligation