Attend one of our workshops

Attend a Free Event

We are committed to educating everyone about finances. Our workshops are free of charge and are packed full of valuable, relevant information that matters to you and your retirement. Topics include taxes and social security; we also regularly host established financial figures from around the country.

Attend one of our events to learn how addressing these financial concerns can help you feel more confident about the days ahead and your retirement goals. To attend, find the date that best fits your schedule on the calendar below and register for that night.

Upcoming Events:

Feb06
Taxes and Your Retirement
6:00 pm | Rose’s Restaurant

Learning ways to avoid unnecessary mistakes might be the best investment you could make. Some topics we will be discussing…

  • Why taxes may be the biggest retirement risk you haven’t planned for.
  • Ways to create a tax-efficient income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
  • Learn ways to help protect your assets from getting eaten up by long-term care and healthcare costs.
  • Ways to protect yourself against stock market and tax volatility.
  • Learn how to take advantage of a 2-4 year tax window now.

and much more! Call us at 734-844-3400 to register!

 

 

Feb08
Taxes and Your Retirement
6:00 pm | Rose’s Restaurant

Learning ways to avoid unnecessary mistakes might be the best investment you could make. Some topics we will be discussing…

  • Why taxes may be the biggest retirement risk you haven’t planned for.
  • Ways to create a tax-efficient income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
  • Learn ways to help protect your assets from getting eaten up by long-term care and healthcare costs.
  • Ways to protect yourself against stock market and tax volatility.
  • Learn how to take advantage of a 2-4 year tax window now.

and much more! Call us at 734-844-3400 to register!

 

 

Mar07
Taxes and Your Retirement
6:00 pm | DeLuca’s Restaurant

Learning ways to avoid unnecessary mistakes might be the best investment you could make. Some topics we will be discussing…

  • Why taxes may be the biggest retirement risk you haven’t planned for.
  • Ways to create a tax-efficient income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
  • Learn ways to help protect your assets from getting eaten up by long-term care and healthcare costs.
  • Ways to protect yourself against stock market and tax volatility.
  • Learn how to take advantage of a 2-4 year tax window now.

and much more! Call us at 734-844-3400 to register!

 

 

Mar09
Taxes and Your Retirement
6:00 pm | DeLuca’s Restaurant

Learning ways to avoid unnecessary mistakes might be the best investment you could make. Some topics we will be discussing…

  • Why taxes may be the biggest retirement risk you haven’t planned for.
  • Ways to create a tax-efficient income retirement from your current 401(k)/403(b)/IRA or using non-IRA money.
  • Learn ways to help protect your assets from getting eaten up by long-term care and healthcare costs.
  • Ways to protect yourself against stock market and tax volatility.
  • Learn how to take advantage of a 2-4 year tax window now.

and much more! Call us at 734-844-3400 to register!

 

 

Mar14
Annuities: The Good, The Bad & The Ugly
2:00 pm | Canton Chamber of Commerce Office

We will take you through considerations related to different types of annuities and show you that not all annuities are the same. Some are good, some are bad and some are downright ugly. In addition, we will address the components of a retirement income plan

and much more!

Call us at 734-844-3400 to register or email us at [email protected]

 

 

Mar14
Annuities: The Good, The Bad & The Ugly
6:30 pm | Canton Chamber of Commerce Office

We will take you through considerations related to different types of annuities and show you that not all annuities are the same. Some are good, some are bad and some are downright ugly. In addition, we will address the components of a retirement income plan

and much more!

Call us at 734-844-3400 to register or email us at [email protected]

 

 

Apr25
Annuities: The Good, The Bad & The Ugly
6:30 pm | Canton Chamber of Commerce Office

We will take you through considerations related to different types of annuities and show you that not all annuities are the same. Some are good, some are bad and some are downright ugly. In addition, we will address the components of a retirement income plan

and much more!

Call us at 734-844-3400 to register or email us at [email protected]

 

 

Apr25
Annuities: The Good, The Bad & The Ugly
2:00 pm | Canton Chamber of Commerce Office

We will take you through considerations related to different types of annuities and show you that not all annuities are the same. Some are good, some are bad and some are downright ugly. In addition, we will address the components of a retirement income plan

and much more!

Call us at 734-844-3400 to register or email us at [email protected]

 

 

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.