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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.

One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Western Michigan
December 8 @ 11:00 AM - 1:00 PM
Anna's House 2409 Beltline Ave SE, Grand Rapids, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Northern Michigan
December 8 @ 6:00 PM - 8:00 PM
Park Place Hotel and Conference Center 300 E State St, Traverse City, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
December 8 @ 6:00 PM - 8:00 PM
Sam!Hill 5827 Jackson Rd, Ann Arbor, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Central Arizona
December 8 @ 6:00 PM - 8:00 PM
Cooper's Hawk-Chandler 3325 W Chandler Blvd, Chandler, AZ, United States
Untitled Design (19)

The Big Beautiful Bill & Your Retirement

Southeast Michigan
December 8 @ 6:00 PM - 8:00 PM
Bravo! Italian Kitchen 17700 Haggerty Rd, Livonia, MI, United States
Untitled Design (19)

Taxes in Retirement

Southeast Michigan
December 8 @ 6:00 PM - 8:00 PM
Mitchell's Seafood House-Rochester Hills 370 N Adams Rd, Rochester Hills, MI, United States
Event Taxes

Taxes in Retirement

Downriver-Michigan
December 8 @ 6:00 PM - 8:00 PM
Sibley Gardens 916 W Jefferson Ave, Trenton, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Western Michigan
December 9 @ 6:00 PM - 7:30 PM
Kent District Library-East Grand Rapids Branch 746 Lakeside Dr SE, East Grand Rapids, MI, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
December 9 @ 6:00 PM - 8:00 PM
5th Tavern Clarkston 7228 N Main St, Clarkston, MI, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
December 9 @ 6:00 PM - 8:00 PM
Fishbones 29244 Northwestern Hwy, Southfield, MI, United States
Untitled Design (19)

The Big Beautiful Bill & Your Retirement

Southeast Michigan
December 9 @ 6:00 PM - 8:00 PM
Granite City-Troy 699 W Big Beaver Rd, Troy, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
December 9 @ 6:00 PM - 8:00 PM
HorseFeathers Kitchen & Cocktails 2345 Equus Hills Rd, Pinckney, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Central Michigan
December 9 @ 6:00 PM - 8:00 PM
Joe's On Jolly - Okemos, MI 2360 Jolly Rd, Okemos, MI, United States
Event Taxes

Taxes in Retirement

Western Michigan
December 9 @ 6:00 PM - 8:00 PM
Lake House Waterfront Grille and Event Center 730 Terrace Point Dr, Muskegon, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
December 9 @ 6:00 PM - 8:00 PM
Ann Arbor District Library: Pittsfield Branch 2359 Oak Valley Dr, Ann Arbor, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
December 10 @ 6:00 PM - 8:00 PM
Macray Harbor 30675 N River Rd, Harrison Twp, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Central Arizona
December 10 @ 6:00 PM - 8:00 PM
Rodizio Grill 1840 South Val Vista Drive, Mesa, AZ, United States
Untitled Design (19)

Taxes in Retirement

Southeast Michigan
December 10 @ 6:00 PM - 8:00 PM
Mitchell's Seafood House-Rochester Hills 370 N Adams Rd, Rochester Hills, MI, United States
Event Taxes

Taxes in Retirement

Western Michigan
December 11 @ 6:00 PM - 8:00 PM
Lake House Waterfront Grille and Event Center 730 Terrace Point Dr, Muskegon, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Mid Michigan
January 14, 2026 @ 6:00 PM - 8:00 PM
H Hotel 111 W. Main Street, Midland, MI, United States
Event Taxes

Taxes in Retirement

Mid Michigan
January 14, 2026 @ 6:00 PM - 8:00 PM
Camp Ticonderoga 5725 Rochester Road, Troy, MI, United States
Event Taxes

Taxes in Retirement

Northwest Ohio
January 15, 2026 @ 6:00 PM - 8:00 PM
Mancy's Italian Grill 5453 Monroe St, Toledo, OH, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
January 15, 2026 @ 6:00 PM - 8:00 PM
Da Francesco's - Shelby Township, MI 49521 Van Dyke Ave, Shelby Township, MI, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
January 15, 2026 @ 6:00 PM - 8:00 PM
Fireside Kitchen 4555 Pelton Road, Clarkston, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
January 15, 2026 @ 6:00 PM - 8:00 PM
Chicane 885 Starkweather, Plymouth, MI, United States