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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.

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Taxes in Retirement

Mid Michigan
January 26 @ 6:00 PM - 8:00 PM
Lucky's Steakhouse-Okemos 3554 Okemos Rd, Okemos, MI, United States
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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
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Estate Planning

Southeast Michigan
January 26 @ 6:00 PM - 8:00 PM
Sapori Italian Restaurant 6067 26 Mile Rd, Washington, MI, United States
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Estate Planning

Southeast Michigan
January 26 @ 6:00 PM - 8:00 PM
Andiamo Bloomfield Hills 6676 Telegraph Rd, Bloomfield, MI, United States
How To Minimize Taxes In Retirement Better Financial Education

Taxes in Retirement

Downriver-Michigan
January 27 @ 6:00 PM - 8:00 PM
Pia's Ristorante Italiano 21142 Ecorse Rd, Taylor, MI, United States
Untitled Design (19)

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
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Estate Planning

Southeast Michigan
January 27 @ 6:00 PM - 8:00 PM
Black Pearl 302 S Main St, Ann Arbor, MI, United States
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Estate Planning

Central Arizona
January 27 @ 6:00 PM - 8:00 PM
Ruth's Chris-Scottsdale 7001 N. Scottsdale, Scottsdale, United States
How To Minimize Taxes In Retirement Better Financial Education

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
How To Minimize Taxes In Retirement Better Financial Education

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
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Estate Planning

Western Michigan
January 29 @ 6:00 PM - 8:00 PM
The Derby Tavern 3686 32nd Ave, Hudsonville, MI, United States
How To Minimize Taxes In Retirement Better Financial Education

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
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Estate Planning

Western Michigan
February 3 @ 6:00 PM - 8:00 PM
The Derby Tavern 3686 32nd Ave, Hudsonville, MI, United States
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Estate Planning

Central Michigan
February 3 @ 6:00 PM - 8:00 PM
Dow Diamond 825 E Main St, Midland, MI, United States
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Estate Planning

Central Arizona
February 3 @ 6:00 PM - 8:00 PM
Ruth's Chris-Scottsdale 7001 N. Scottsdale, Scottsdale, United States
How To Minimize Taxes In Retirement Better Financial Education

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
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Estate Planning

Northern Michigan
February 3 @ 6:00 PM - 8:00 PM
Elks Lodge 625 Bay Street, Traverse City, MI, United States
One Big Beautiful Bill Act 887x488

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
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Estate Planning

Central Arizona
February 4 @ 6:00 PM - 8:00 PM
The Keg 21001 N Tatum Blvd, Phoenix, AZ, United States
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Estate Planning

Mid Michigan
February 4 @ 6:00 PM - 8:00 PM
Cooper's Hawk Lansing 2101 Lake Lansing Rd, Lansing, MI, United States
One Big Beautiful Bill Act 887x488

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
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Estate Planning

Northern Michigan
February 5 @ 6:00 PM - 8:00 PM
Elks Lodge 625 Bay Street, Traverse City, MI, United States
How To Minimize Taxes In Retirement Better Financial Education

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
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Estate Planning

Central Arizona
February 9 @ 6:00 PM - 8:00 PM
The Keg 21001 N Tatum Blvd, Phoenix, AZ, United States
One Big Beautiful Bill Act 887x488

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
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Estate Planning

Mid Michigan
February 10 @ 6:00 PM - 8:00 PM
Cooper's Hawk Lansing 2101 Lake Lansing Rd, Lansing, MI, United States
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Estate Planning

Central Michigan
February 10 @ 6:00 PM - 8:00 PM
Dow Diamond 825 E Main St, Midland, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
February 10 @ 6:00 PM - 8:00 PM
Cooper's Hawk - Clinton Twp, MI 17440 Hall Rd, Clinton Twp, MI, United States
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Estate Planning

Central Arizona
February 11 @ 6:00 PM - 8:00 PM
Maggiano's Little Italy-Scottsdale 16405 N. Scottsdale Rd, Scottsdale, AZ, United States
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Estate Planning

Central Arizona
February 12 @ 6:00 PM - 8:00 PM
Eddie V's Prime Seafood-Scottsdale 15323 N Scottsdale Rd, Scottsdale, AZ, United States
How To Minimize Taxes In Retirement Better Financial Education

Taxes in Retirement

Southeast Michigan
February 12 @ 6:00 PM - 8:00 PM
The Grateful Crow 420 N Main St, Chelsea, MI, United States
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Estate Planning

Southeast Michigan
February 12 @ 6:00 PM - 8:00 PM
Ciao Amici's 217 W Main St, Brighton, MI, United States
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Estate Planning

Southeast Michigan
February 12 @ 6:00 PM - 8:00 PM
Alibi 6700 Rochester Rd, Troy, MI, United States
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Estate Planning

Central Arizona
February 16 @ 6:00 PM - 8:00 PM
Maggiano's Little Italy-Scottsdale 16405 N. Scottsdale Rd, Scottsdale, AZ, United States
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Estate Planning

Southeast Michigan
February 17 @ 6:00 PM - 8:00 PM
Alibi 6700 Rochester Rd, Troy, MI, United States
How To Minimize Taxes In Retirement Better Financial Education

Taxes in Retirement

Southeast Michigan
February 17 @ 6:00 PM - 8:00 PM
The Grateful Crow 420 N Main St, Chelsea, MI, United States
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Estate Planning

Southeast Michigan
February 17 @ 6:00 PM - 8:00 PM
Ciao Amici's 217 W Main St, Brighton, MI, United States
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Estate Planning

Central Arizona
February 17 @ 6:00 PM - 8:00 PM
Eddie V's Prime Seafood-Scottsdale 15323 N Scottsdale Rd, Scottsdale, AZ, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
February 18 @ 6:00 PM - 8:00 PM
HomeGrown Brewing Company - Oxford, MI 28 N Washington St, Oxford, MI, United States
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Estate Planning

Southeast Michigan
February 19 @ 6:00 PM - 8:00 PM
Verona Inspired Italian 50741 Corporate Dr, Shelby Twp, MI, United States
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Estate Planning

Southeast Michigan
February 19 @ 6:00 PM - 8:00 PM
Kickstand Brewing Company 3050 Union Lake Rd Ste 4A, Commerce Twp, MI, United States
How To Minimize Taxes In Retirement Better Financial Education

Taxes in Retirement

Central Arizona
February 19 @ 6:00 PM - 8:00 PM
High Tide-Chandler 5045 S Gilbert Rd Suite 1, Chandler, AZ, United States
How To Minimize Taxes In Retirement Better Financial Education

Taxes in Retirement

Southeast Michigan
February 19 @ 6:00 PM - 8:00 PM
South Lyon Hotel - South Lyon, MI 201 N Lafayette St, South Lyon, MI, United States
How To Minimize Taxes In Retirement Better Financial Education

Taxes in Retirement

Central Arizona
February 19 @ 6:00 PM - 8:00 PM
High Tide-Chandler 5045 S Gilbert Rd Suite 1, Chandler, AZ, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
February 23 @ 6:00 PM - 8:00 PM
HomeGrown Brewing Company - Oxford, MI 28 N Washington St, Oxford, MI, United States
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Estate Planning

Southeast Michigan
February 24 @ 6:00 PM - 8:00 PM
Kickstand Brewing Company 3050 Union Lake Rd Ste 4A, Commerce Twp, MI, United States