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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.

Event Taxes

Taxes in Retirement

Southeast Michigan
November 10 @ 6:00 PM - 7:30 PM
Walsh College-Troy Campus 3838 Livernois Rd, Troy, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 10 @ 6:00 PM - 8:00 PM
SideCar Slider Bar 120 W Main St, Brighton, MI, United States
Untitled Design (19)

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 11 @ 6:00 PM - 8:00 PM
Steven Lelli's on the Green 27295 Golf Pointe Blvd, Farmington Hills, MI, United States
Untitled Design (19)

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 11 @ 6:00 PM - 8:00 PM
Verona Inspired Italian 50741 Corporate Dr, Shelby Twp, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Western Michigan
November 11 @ 6:00 PM - 8:00 PM
Fricano Place 1050 W Western Ave Ste 200, Muskegon, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 12 @ 11:00 AM - 12:30 PM
Cromaine Library 3688 Hartland Rd, Hartland, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Central Michigan
November 12 @ 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

Central Arizona
November 12 @ 6:00 PM - 8:00 PM
CIBO 603 N 5th Ave, Phoenix, MI, United States
Untitled Design (19)

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 13 @ 11:00 AM - 1:00 PM
Zingerman's Roadhouse 2501 Jackson Ave, Ann Arbor, MI, United States
Untitled Design (19)

Taxes in Retirement

Southeast Michigan
November 13 @ 6:00 PM - 8:00 PM
Alibi 6700 Rochester Rd, Troy, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Western Michigan
November 13 @ 6:00 PM - 8:00 PM
Noto's - Grand Rapids, MI 6600 28th St SE, Grand Rapids, MI, United States
Untitled Design (19)

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 13 @ 6:00 PM - 8:00 PM
Mojave Cantina 22870 Pontiac Trail, South Lyon, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Central Arizona
November 13 @ 6:00 PM - 8:00 PM
Phoenix City Grill 5816 N. 16th St, Phoenix, AZ, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
November 17 @ 6:00 PM - 8:00 PM
Rochester Mills Beer Company 400 Water St, Rochester, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 17 @ 6:00 PM - 8:00 PM
Verona Inspired Italian 50741 Corporate Dr, Shelby Twp, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Northwest Ohio
November 17 @ 6:00 PM - 8:00 PM
Real Seafood Co 22 Main St, Toledo, OH, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 18 @ 11:00 AM - 12:30 PM
Cromaine Library 3688 Hartland Rd, Hartland, MI, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
November 18 @ 6:00 PM - 8:00 PM
White Horse Inn - Metamora, MI 1 E High St, Metamora, MI, United States
Untitled Design (19)

Taxes in Retirement

Southeast Michigan
November 18 @ 6:00 PM - 8:00 PM
Alibi 6700 Rochester Rd, Troy, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Central Michigan
November 18 @ 6:00 PM - 8:00 PM
Dow Diamond 825 E Main St, Midland, MI, United States
Untitled Design (19)

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 18 @ 6:00 PM - 8:00 PM
Mojave Cantina 22870 Pontiac Trail, South Lyon, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Central Arizona
November 18 @ 6:00 PM - 8:00 PM
Phoenix City Grill 5816 N. 16th St, Phoenix, AZ, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 19 @ 6:00 PM - 7:30 PM
Shelby Twp Activities Center 14975 21 Mile Rd, Shelby Twp, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
November 19 @ 6:00 PM - 8:00 PM
Rochester Mills Beer Company 400 Water St, Rochester, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Western Michigan
November 19 @ 6:00 PM - 8:00 PM
Noto's - Grand Rapids, MI 6600 28th St SE, Grand Rapids, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 24 @ 6:00 PM - 7:30 PM
Shelby Twp Activities Center 14975 21 Mile Rd, Shelby Twp, MI, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Southeast Michigan
November 24 @ 6:00 PM - 8:00 PM
White Horse Inn - Metamora, MI 1 E High St, Metamora, MI, United States
Priscilla Du Preez Zeqwk0n5pnm Unsplash

Women’s Retirement Roadmap

Northern Michigan
November 25 @ 6:00 PM - 8:00 PM
Boone's Long Lake Inn - Traverse City, MI 7208 Secor Rd, Traverse City, MI, United States
One Big Beautiful Bill Act 887x488

The Big Beautiful Bill & Your Retirement

Southeast Michigan
November 25 @ 6:00 PM - 8:00 PM
Brick Street 1223 E Grand Blanc Rd, Grand Blanc, MI, United States