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We’d love to see you at our next event
We host seminars in the community to connect with others and share the importance of preparing for your financial future. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We’d love to see you at our next event.
The Big Beautiful Bill & Your Retirement
Mid Michigan
January 14 @ 6:00 PM - 8:00 PM
H Hotel
111 W. Main Street, Midland, MI, United States
The Big Beautiful Bill & Your Retirement
Southeast Michigan
January 14 @ 6:00 PM - 8:00 PM
Camp Ticonderoga
5725 Rochester Road, Troy, MI, United States
Taxes in Retirement
Northwest Ohio
January 15 @ 6:00 PM - 8:00 PM
Mancy's Italian Grill
5453 Monroe St, Toledo, OH, United States
Women’s Retirement Roadmap
Southeast Michigan
January 15 @ 6:00 PM - 8:00 PM
Da Francesco's - Shelby Township, MI
49521 Van Dyke Ave, Shelby Township, MI, United States
Women’s Retirement Roadmap
Southeast Michigan
January 15 @ 6:00 PM - 8:00 PM
Fireside Kitchen
4555 Pelton Road, Clarkston, MI, United States
Taxes in Retirement
Southeast Michigan
January 15 @ 6:00 PM - 8:00 PM
Chicane
885 Starkweather, Plymouth, MI, United States
Estate Planning
Central Arizona
January 15 @ 6:00 PM - 8:00 PM
Culinary Dropout
15125 N Scottsdale Rd, Scottsdale, AZ, United States
Taxes in Retirement
Southeast Michigan
January 15 @ 6:00 PM - 8:00 PM
Benihana-Northville
21150 Haggerty Rd, Northville, MI, United States
Taxes in Retirement
Southeast Michigan
January 19 @ 6:00 PM - 8:00 PM
Benihana-Northville
21150 Haggerty Rd, Northville, MI, United States
Estate Planning
Southeast Michigan
January 20 @ 6:00 PM - 8:00 PM
Sapori Italian Restaurant
6067 26 Mile Rd, Washington, MI, United States
Women’s Retirement Roadmap
Southeast Michigan
January 20 @ 6:00 PM - 8:00 PM
Fireside Kitchen
4555 Pelton Road, Clarkston, MI, United States
The Big Beautiful Bill & Your Retirement
Mid Michigan
January 20 @ 6:00 PM - 8:00 PM
H Hotel
111 W. Main Street, Midland, MI, United States
Taxes in Retirement
Southeast Michigan
January 20 @ 6:00 PM - 8:00 PM
Chicane
885 Starkweather, Plymouth, MI, United States
Taxes in Retirement
Northwest Ohio
January 20 @ 6:00 PM - 8:00 PM
Mancy's Italian Grill
5453 Monroe St, Toledo, OH, United States
The Big Beautiful Bill & Your Retirement
Southeast Michigan
January 20 @ 6:00 PM - 8:00 PM
Camp Ticonderoga
5725 Rochester Road, Troy, MI, United States
Estate Planning
Central Arizona
January 20 @ 6:00 PM - 8:00 PM
Culinary Dropout
15125 N Scottsdale Rd, Scottsdale, AZ, United States
Estate Planning
Southeast Michigan
January 20 @ 6:00 PM - 8:00 PM
Sapori Italian Restaurant
6067 26 Mile Rd, Washington, MI, United States
Estate Planning
Central Arizona
January 20 @ 6:00 PM - 8:00 PM
Ruth's Chris-Scottsdale
7001 N. Scottsdale, Scottsdale, United States
Estate Planning
Southeast Michigan
January 21 @ 6:00 PM - 8:00 PM
Andiamo Bloomfield Hills
6676 Telegraph Rd, Bloomfield, MI, United States
Taxes in Retirement
Mid Michigan
January 21 @ 6:00 PM - 8:00 PM
Lucky's Steakhouse-Okemos
3554 Okemos Rd, Okemos, MI, United States
Taxes in Retirement
Southeast Michigan
January 21 @ 6:00 PM - 8:00 PM
Benihana-Northville
21150 Haggerty Rd, Northville, MI, United States
Estate Planning
Northern Michigan
January 21 @ 6:00 PM - 8:00 PM
The Hagerty Center at Northwestern Michigan College
715 East Front Street, Traverse City, MI, United States
Women’s Retirement Roadmap
Southeast Michigan
January 21 @ 6:00 PM - 8:00 PM
Da Francesco's - Shelby Township, MI
49521 Van Dyke Ave, Shelby Township, MI, United States
Estate Planning
Southeast Michigan
January 21 @ 6:00 PM - 8:00 PM
Black Pearl
302 S Main St, Ann Arbor, MI, United States
Taxes in Retirement
Downriver-Michigan
January 21 @ 6:00 PM - 8:00 PM
Pia's Ristorante Italiano
21142 Ecorse Rd, Taylor, MI, United States
Taxes in Retirement
Central Arizona
January 21 @ 6:00 PM - 8:00 PM
CHoP Steak and Seafood
2625 W Queen Creek Rd, Chandler, AZ, United States
Taxes in Retirement
Mid Michigan
January 26 @ 6:00 PM - 8:00 PM
Lucky's Steakhouse-Okemos
3554 Okemos Rd, Okemos, MI, United States
Estate Planning
Northern Michigan
January 26 @ 6:00 PM - 8:00 PM
The Hagerty Center at Northwestern Michigan College
715 East Front Street, Traverse City, MI, United States
Estate Planning
Southeast Michigan
January 26 @ 6:00 PM - 8:00 PM
Sapori Italian Restaurant
6067 26 Mile Rd, Washington, MI, United States
Estate Planning
Southeast Michigan
January 26 @ 6:00 PM - 8:00 PM
Andiamo Bloomfield Hills
6676 Telegraph Rd, Bloomfield, MI, United States
Taxes in Retirement
Downriver-Michigan
January 27 @ 6:00 PM - 8:00 PM
Pia's Ristorante Italiano
21142 Ecorse Rd, Taylor, MI, United States
Taxes in Retirement
Central Arizona
January 27 @ 6:00 PM - 8:00 PM
CHoP Steak and Seafood
2625 W Queen Creek Rd, Chandler, AZ, United States
Estate Planning
Southeast Michigan
January 27 @ 6:00 PM - 8:00 PM
Black Pearl
302 S Main St, Ann Arbor, MI, United States
Taxes in Retirement
Southeast Michigan
January 29 @ 6:00 PM - 8:00 PM
Common Grill - Chelsea, MI
112 S Main St, Chelsea, MI, United States
Taxes in Retirement
Western Michigan
January 29 @ 6:00 PM - 8:00 PM
Two Tonys Italian Kitchen
723 E. Savidge St, Spring Lake, MI, United States
Estate Planning
Western Michigan
January 29 @ 6:00 PM - 8:00 PM
The Derby Tavern
3686 32nd Ave, Hudsonville, MI, United States
Taxes in Retirement
Western Michigan
February 3 @ 6:00 PM - 8:00 PM
Two Tonys Italian Kitchen
723 E. Savidge St, Spring Lake, MI, United States
Estate Planning
Western Michigan
February 3 @ 6:00 PM - 8:00 PM
The Derby Tavern
3686 32nd Ave, Hudsonville, MI, United States
Estate Planning
Central Michigan
February 3 @ 6:00 PM - 8:00 PM
Dow Diamond
825 E Main St, Midland, MI, United States
Estate Planning
Central Arizona
February 3 @ 6:00 PM - 8:00 PM
Ruth's Chris-Scottsdale
7001 N. Scottsdale, Scottsdale, United States
Taxes in Retirement
Southeast Michigan
February 3 @ 6:00 PM - 8:00 PM
Common Grill - Chelsea, MI
112 S Main St, Chelsea, MI, United States
Estate Planning
Northern Michigan
February 3 @ 6:00 PM - 8:00 PM
Elks Lodge
625 Bay Street, Traverse City, MI, United States
The Big Beautiful Bill & Your Retirement
Southeast Michigan
February 4 @ 6:00 PM - 8:00 PM
Cooper's Hawk - Clinton Twp, MI
17440 Hall Rd, Clinton Twp, MI, United States
Estate Planning
Central Arizona
February 4 @ 6:00 PM - 8:00 PM
The Keg
21001 N Tatum Blvd, Phoenix, AZ, United States
Estate Planning
Mid Michigan
February 4 @ 6:00 PM - 8:00 PM
Cooper's Hawk Lansing
2101 Lake Lansing Rd, Lansing, MI, United States
The Big Beautiful Bill & Your Retirement
Southeast Michigan
February 5 @ 6:00 PM - 8:00 PM
Rochester Mills Beer Company
400 Water St, Rochester, MI, United States
Estate Planning
Northern Michigan
February 5 @ 6:00 PM - 8:00 PM
Elks Lodge
625 Bay Street, Traverse City, MI, United States
Taxes in Retirement
Central Arizona
February 5 @ 6:00 PM - 8:00 PM
Fleming's Prime Steakhouse-Scottsdale
6333 N Scottsdale Rd, Scottsdale, AZ, United States
Estate Planning
Central Arizona
February 9 @ 6:00 PM - 8:00 PM
The Keg
21001 N Tatum Blvd, Phoenix, AZ, United States
The Big Beautiful Bill & Your Retirement
Southeast Michigan
February 10 @ 6:00 PM - 8:00 PM
Rochester Mills Beer Company
400 Water St, Rochester, MI, United States