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HCM Events and Seminars

At HCM, we work passionately to help our clients and their families enjoy a financially independent life by providing retirement and financial planning solutions to last a lifetime. We are now hosting events to further our mission of educating our clients on topics related to retirement and financial independence. RSVP to or call 513-598-5120.

Current Events

Economic Outlook with Jeffrey Kleintop, Chief Global Investment Strategist

We think the timing is perfect! By January 24th, the new President and Congress will be in place and you will be wondering about the economic impact of these changes. We have arranged to bring to Cincinnati Jeffrey Kleintop, International Speaker and Chief Global Investment Strategist, to discuss the economy, markets, trends, and their financial implications. This event is open to HCM clients, guests and the local Cincinnati business community.

Jeffrey Kleintop analyzes and discusses international markets, trends and events to help U.S. investors understand their significance and financial implications.  Kleintop is frequently cited in a range of national media outlets including The Wall Street Journal, The New York TimesBarron’s and Financial Times, and he is a regular guest on high profile news networks including CNBCBloombergFox Business NewsPBS and ABC News. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured or keynote speaker at dozens of industry events annually, including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.

Date: Tuesday, January 24, 2017 7:30am - 9:30am with Breakfast

Location: Hyatt – Downtown Cincinnati

RSVP to Diane via email or call 513-598-5120. Guests are welcome.

HCM Prior Events and Seminars

Brain Health as You Age: You Can Make a Difference

The Hengehold Capital Management Wealth Advisors, along with Patricia Faust, MGS, invite you and a guest to attend this event to learn about keeping your brain healthy as you age and how to deal with diminishing brain functions that affect everyday living.

HCM is committed to supporting the Greater Cincinnati Chapter of the Alzheimer’s Association. For every attendee at our event, we will make an additional donation. Help us increase our donations by bringing a guest.

Since this topic is so important for a happy life in retirement, we  are offering this event on two dates:

Two dates and locations:

Wednesday Sept 28, 2016
10:45am – 12:45pm with Lunch
Maggiano’s in Kenwood

SOLD OUT Tuesday Oct 4, 2016
5:45pm – 7:30pm with Hors d'oeuvre and Drinks
Season's 52 Rookwood

Guest Speaker: Patricia Faust, MGS. Patricia is a Gerontologist and holds both a BA and Master’s degree in Gerontology. She speaks on this topic across the state to a number of different audiences. We are happy to have her bring her expertise to our clients and guests. Pat will discuss the following topics:

  • Everything does change as you age
  • The Road to Healthy Brain Aging
  • Barriers to Healthy Brain Aging
  • Diminished Capacity and Dementia: Warning Signs and Risk Factors
  • How your aging brain affects financial decisions            
    • Recognizing diminished financial capacity
    • Financial Planning considerations
  • What Can a Family Do? Practical steps to take to secure financial security
  • 8 Anti-Aging Tips to Keep Your Brain Young

Also, HCM is building a team for the Oct 1st Walk to End Alzheimer's®. We are inviting our clients, their families and friends to join our team. HCM will make the donations. All you have to do is walk with us. If you are interested in walking with HCM, click here to join our team

HCM “Now I Get It . . ." Estate Planning is a Family Affair: Taking Care of Your Estate and Your Family

May 11, 2016: 5:45pm - 7:15pm with appetizers and drinks

Guest speaker: Jim Brun, Estate Planning and trust administration lawyer with Keating Muething & Klekamp.

This event is designed for you to attend with your adult age children, to learn more about their estate planning needs and how your estate plan is designed to provide for you and possibly, your children and grandchildren. Join us for an opportunity to learn more about the following topics:

  • How your family may avoid paying taxes and costly fees
  • Wills, Trusts or do you need something more
  • Ways to protect your children's inheritance
  • Ways your children can protect themselves
  • Strategies to best plan for your retirement accounts or IRAs so that they are passed down in a responsible way
  • How to pay for care you'll need in the future, without burdening the people you love 

The Hengehold Capital Management team of advisors invite you and your family to attend this event to learn about estate planning strategies.

When: Wednesday May 11, 2016 5:45pm - 7:15pm

  • 5:45 - 6:15pm  Check in and meet and greet
  • 6:15 - 7:00pm  Estate Planning presentation
  • 7:00 - 7:15pm  Q&A

Location: Trio's 7565 Kenwood Road Cincinnati OH 45236

RSVP to or call 513-598-5120.

HCM “Now I Get It . . ." Client Seminar: Social Security Strategies for Retirement Planning

March 16, 2016: 10:30am - 1:30pm with Lunch


Join us on March 16th to learn about social security rules, regulations and how these affect your retirement savings plan.

In 2015, Social Security turned 80. Social Security has been there for you during all stages of life and it is evolving to meet the fast-paced demands of the growing and aging population. Our guest speaker is Sue Denny, Public Affairs Specialist and speaker with the Social Security Administration. Sue has led a number of workshops and presentations on Social Security benefits and how it has changed over the years. Be prepared to learn how to get the most out of your Social Security retirement benefits and what factors can affect the amount you will receive. Sue will also highlight changes recently passed by Congress and how they may affect your Social Security claiming decision.

The HCM Advisor team will discuss HCM’s Social Security Maximizer™ tool and how we help you make the appropriate claiming decisions to increase your portfolio’s longevity defense.

When: Wednesday March 16, 2016 10:30am - 1:30pm with Lunch

  • 10:30 - 11:00 Check in and meet and greet
  • 11:00 - 12:00 Social Security presentation with Sue Denny
  • 12:00 - 12:30 Lunch, family style
  • 12:30 - 1:15   HCM Advisors discussing the HCM Social Security Maximizer™ tool

Location: Maggiano’s Kenwood 7875 Montgomery Road Cincinnati OH 45236

RSVP to or call 513-598-5120.

Identity Theft and Elder Financial Abuse Seminar
September 30, 2015
"Identity Theft and Elder Financial Abuse: How to Protect Yourself" 
Download the PowerPoint Presentations - Click each title. 

You can also listen to the recordings below.

Identity theft occurs when someone steals your personal information such as your credit card or social security number, and uses it fraudulently.  Once the thieves have your information, they can charge large amounts with your credit card, open new accounts using your social security number, or even give your name to the police if they get arrested.  All of this will likely cost you time and money, as well as it can potentially ruin your credit and good name. 

Financial abuse of the elderly has been called “the crime of the 21st Century” by Kiplinger’s. And as many as one in 20 older adults in America may be victims. At HCM, we recognize elder financial abuse as a problem that is expected to grow dramatically with the aging of our population.