building a game plan

World-renowned athletes, iconic media personalities and the savviest of investors … none of them go at it alone.

Join us as we bring together some of Cleveland’s best in their business, sharing their ways to win, how their ways can work for you and how to build a winning game plan.

At this special event hosted by W.A. Smith Financial Group, we present a full roster of industry all-stars, ready to talk about the team approach and some key takeaways they’ve learned throughout their careers.

At this power-packed event, you will learn more about:

  • How these top professionals use experience and instinct to help those around them strive for excellence
  • Avoiding irrational decision-making during turbulent and often uncharted waters that we face today
  • How to hit the “curveballs” you’re likely to encounter that can impact your portfolio, plan, and most importantly, your life
the place

The Aviator Event Center

20920 Brookpark Road
Cleveland, OH 44135

Thursday, June 22

  • Cocktails at 5 p.m.
  • Plated dinner at 6 p.m.
  • Presentation to Follow



If you have questions regarding your current registration, please contact us at 866-417-4156.


HOST | CEO & Founder of W.A. Smith Financial Group

• Retirement Income Certified Professional® and a Master Registered Financial Consultant®
• Founder of one of Inc. Magazine’s 5000 fastest-growing companies in America
• TV host and author of two retirement books
• Mentor to hundreds of advisors across the U.S.


MLB Manager of the Cleveland Guardians

  • 2x World Series Champion (2004, 2007)
  • 22 years of experience managing MLB teams
  • 3x AL Manager of the Year Award
  • 2x Baseball America MLB Manager of the Year Award

Broadcast Journalist, Actress, Talk Show Host

  • Emmy Award winner from the National Academy of Television Arts and Sciences
  • Recipient of the Cleveland Association of Broadcasters Excellence in Television Award
  • Active public speaker and current co-host of “Retirement Solutions with Bill Smith”

Radio Voice of the Cleveland Guardians (34 years)

  • 7x Ohio Sportscaster of the Year
  • Member of the Press Club of Cleveland Journalism Hall of Fame
  • Inducted into the Cleveland Association of Broadcasters Hall of Fame

Attendance is at the discretion of the W.A. Smith Financial Group. Attendance REQUIRES a reservation in advance. The information contained herein: (1) is proprietary to W.A. Smith Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without express written consent of W. A. Smith Financial Group. In regards to your own financial situation, you should consult with a financial professional before acting on specific action or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services oered through W. A. Smith Financial, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services oered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification. W.A. Smith Financial Group is a paid sponsor of the Cleveland Guardians.