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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, 2026 @ 6:00 PM - 8:00 PM
H Hotel
111 W. Main Street, Midland, MI, United States
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
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
Women’s Retirement Roadmap
Southeast Michigan
January 15, 2026 @ 6:00 PM - 8:00 PM
Fireside Kitchen
4555 Pelton Road, Clarkston, MI, United States
Taxes in Retirement
Southeast Michigan
January 15, 2026 @ 6:00 PM - 8:00 PM
Chicane
885 Starkweather, Plymouth, MI, United States
Estate Planning
Southeast Michigan
January 20, 2026 @ 6:00 PM - 8:00 PM
Sapori Italian Restaurant
6067 26 Mile Rd, Washington, MI, United States