Attend an Event
Take the first step toward reaching your financial goals
Get the information that can help you live a confident retirement.
Attend an Event
Our seminars and webinars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars or webinars to learn how addressing these concerns can help you feel more confident about the days ahead.
Upcoming Events:
May06 Conquering Retirement 6:00 pm | Weber’s Restaurant
Learning how to avoid costly financial mistakes, may be your best investment.
*Very limited capacity in accordance with CDC guidelines. Enjoy an appropriately spaced dining experience.
To register, call our reservation line: 833-381-7580 (toll-free, 24 hours), or register online at www.youRSVP.com (enter code: CUSTOM).
Register May11 Conquering Retirement 6:00 pm | Weber’s Restaurant
Learning how to avoid costly financial mistakes, may be your best investment.
*Very limited capacity in accordance with CDC guidelines. Enjoy an appropriately spaced dining experience.
To register, call our reservation line: 833-381-7580 (toll-free, 24 hours), or register online at www.youRSVP.com (enter code: CUSTOM).
Register Jun03 Conquering Retirement 6:00 pm | The Inn at St. John’s
Learning how to avoid costly financial mistakes, may be your best investment.
*Very limited capacity in accordance with CDC guidelines. Enjoy an appropriately spaced dining experience.
To register, call our reservation line at 1-800-816-7536.
Register Jun08 Conquering Retirement 6:00 pm | The Inn at St. John’s
Learning how to avoid costly financial mistakes, may be your best investment.
*Very limited capacity in accordance with CDC guidelines. Enjoy an appropriately spaced dining experience.
To register, call our reservation line at 1-800-816-7536.
Register Jul20 Don’t Worry, Retire Happy! 6:00 pm | Weber’s Restaurant
Seven Steps to Financial Confidence
Guest speaker: Tom Hegna, nationally recognized retirement commentator, best-selling author, and economist.
Register Jul14 Client Appreciation Picnic! 5:00 pm | Plymouth Township Park
Food, games, prizes … all following CDC Guidelines.
To register, call our reservation line at 1-800-816-7536.
Register Aug24 The New rules to Retirement in 2021 & Beyond 6:00 pm | South Lyon Hotel
What you should know NOW to help grow & protect your assets, help minimize taxes, and boost your income.
To RSVP call 800-803-5723
Register Aug26 The New rules to Retirement in 2021 & Beyond 6:00 pm | South Lyon Hotel
What you should know NOW to help grow & protect your assets, help minimize taxes, and boost your income.
To RSVP call 800-803-5723
Register Sep23 Taxes in Retirement 6:00 pm | Roses Restaurant
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
Register Sep28 Taxes in Retirement 6:00 pm | Roses Restaurant
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
Upcoming Webinars:
Rather Meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.
Or give us a call at 734.844.3400.
