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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
July 21 @ 6:00 PM - 8:00 PM
Aspen Restaurant - Macomb, MI 20333 Hall Rd, Macomb, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
July 21 @ 6:00 PM - 8:00 PM
Andiamo Bloomfield Hills 6676 Telegraph Rd, Bloomfield, MI, United States
Event Taxes

Taxes in Retirement

Central Arizona
July 21 @ 6:00 PM - 8:00 PM
Babbo Italian Eatery 8840 E Talking Stick Way, Scottsdale, United States
Three Keys To Success

3 Keys to Income Planning

Central Michigan
July 22 @ 6:00 PM - 8:00 PM
Cooper's Hawk-Grand Rapids 4515 28th St SE, Kentwood, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
July 22 @ 6:00 PM - 8:00 PM
Garage Grill and Fuel Bar - Northville, MI 202 W Main St, Northville, MI, United States
Three Keys To Success

3 Keys to Income Planning

Central Michigan
July 22 @ 6:00 PM - 8:00 PM
Two Tony's Italian Kitchen & Wine Bar 723 E Savidge St, Spring Lake, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 22 @ 6:00 PM - 8:00 PM
Eddie V's Prime Seafood 2100 W Big Beaver Rd, Troy, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
July 23 @ 6:00 PM - 8:00 PM
Aspen Restaurant - Macomb, MI 20333 Hall Rd, Macomb, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 23 @ 6:00 PM - 8:00 PM
Laundry Room Fenton 125 W Shiawassee Ave, Fenton, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 23 @ 6:00 PM - 8:00 PM
Andiamo Warren 7096 E 14 Mile Rd, Warren, MI, United States
Three Keys To Success

3 Keys to Income Planning

Central Michigan
July 24 @ 6:00 PM - 8:00 PM
Two Tony's Italian Kitchen & Wine Bar 723 E Savidge St, Spring Lake, MI, United States
Three Keys To Success

3 Keys to Income Planning

Central Michigan
July 24 @ 6:00 PM - 8:00 PM
Cooper's Hawk-Grand Rapids 4515 28th St SE, Kentwood, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 24 @ 6:00 PM - 8:00 PM
Mitchell's Fish Market - Livonia, MI 17600 Haggerty Rd, Livonia, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
July 24 @ 6:00 PM - 8:00 PM
Steven Lelli's on the Green 27295 Golf Pointe Blvd, Farmington Hills, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 28 @ 6:00 PM - 8:00 PM
Laundry Room Fenton 125 W Shiawassee Ave, Fenton, MI, United States
Three Keys To Success

3 Keys to Income Planning

Central Michigan
July 28 @ 6:00 PM - 8:00 PM
Cooper's Hawk-Grand Rapids 4515 28th St SE, Kentwood, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 28 @ 6:00 PM - 8:00 PM
Mitchell's Fish Market - Livonia, MI 17600 Haggerty Rd, Livonia, MI, United States
Event Taxes

Taxes in Retirement

Northwest Ohio
July 28 @ 6:00 PM - 8:00 PM
Cooper's Hawk Toledo 4705 Talmadge Rd, Toledo, MI, United States
Event Taxes

Taxes in Retirement

Central Arizona
July 28 @ 6:00 PM - 8:00 PM
Babbo Italian Eatery 8840 E Talking Stick Way, Scottsdale, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
July 29 @ 6:00 PM - 8:00 PM
Steven Lelli's on the Green 27295 Golf Pointe Blvd, Farmington Hills, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 29 @ 6:00 PM - 8:00 PM
Andiamo Warren 7096 E 14 Mile Rd, Warren, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 29 @ 6:00 PM - 8:00 PM
Zingerman's Roadhouse 2501 Jackson Ave, Ann Arbor, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 30 @ 6:00 PM - 8:00 PM
Clam Lake Beer Company 106 S Mitchell St, Cadillac, MI, United States
Event Taxes

Taxes in Retirement

Northwest Ohio
July 30 @ 6:00 PM - 8:00 PM
Cooper's Hawk Toledo 4705 Talmadge Rd, Toledo, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
July 31 @ 6:00 PM - 8:00 PM
Zingerman's Roadhouse 2501 Jackson Ave, Ann Arbor, MI, United States
Three Keys To Success

3 Keys to Income Planning

Southeast Michigan
August 4 @ 6:00 PM - 8:00 PM
Clam Lake Beer Company 106 S Mitchell St, Cadillac, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 4 @ 6:00 PM - 8:00 PM
Gandy Dancer - Ann Arbor, MI 401 Depot St, Ann Arbor, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 5 @ 6:00 PM - 8:00 PM
Testa Barra Kitchen 48824 Romeo Plank Rd, Macomb Twp, MI, United States
Event Taxes

Taxes in Retirement

Central Michigan
August 5 @ 6:00 PM - 8:00 PM
Joe's On Jolly - Okemos, MI 2360 Jolly Rd, Okemos, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 5 @ 6:00 PM - 8:00 PM
HomeGrown Brewing Company - Oxford, MI 28 N Washington St, Oxford, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 6 @ 6:00 PM - 8:00 PM
Seasons 52 1000 W Big Beaver Rd, Troy, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 6 @ 6:00 PM - 8:00 PM
Gandy Dancer - Ann Arbor, MI 401 Depot St, Ann Arbor, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 7 @ 6:00 PM - 8:00 PM
Testa Barra Kitchen 48824 Romeo Plank Rd, Macomb Twp, MI, United States
Event Taxes

Taxes in Retirement

Central Michigan
August 7 @ 6:00 PM - 8:00 PM
Joe's On Jolly - Okemos, MI 2360 Jolly Rd, Okemos, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 7 @ 6:00 PM - 8:00 PM
Benstein Grille - Commerce Twp, MI 2435 Benstein Rd, Commerce Twp, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 7 @ 6:00 PM - 8:00 PM
HomeGrown Brewing Company - Oxford, MI 28 N Washington St, Oxford, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 11 @ 6:00 PM - 8:00 PM
Benstein Grille - Commerce Twp, MI 2435 Benstein Rd, Commerce Twp, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 12 @ 6:00 PM - 8:00 PM
Brick Street 1223 E Grand Blanc Rd, Grand Blanc, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 12 @ 6:00 PM - 8:00 PM
Seasons 52 1000 W Big Beaver Rd, Troy, MI, United States
Event Taxes

Taxes in Retirement

Central Michigan
August 12 @ 6:00 PM - 8:00 PM
Ucello's 2630 East Beltline Ave SE, Grand Rapids, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 12 @ 6:00 PM - 8:00 PM
Aubree's Dexter 8031 Main St #101, Dexter, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 13 @ 6:00 PM - 8:00 PM
Ruth's Chris Steak House-Troy 755 W Big Beaver Rd Suite 151, Troy, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 13 @ 6:00 PM - 8:00 PM
Benstein Grille - Commerce Twp, MI 2435 Benstein Rd, Commerce Twp, United States
Three Keys To Success

3 Keys to Income Planning

Northwest Ohio
August 13 @ 6:00 PM - 8:00 PM
Poco Piatti 3155 Chappel Dr, Perrysburg, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 14 @ 6:00 PM - 8:00 PM
Brick Street 1223 E Grand Blanc Rd, Grand Blanc, MI, United States
Event Taxes

Taxes in Retirement

Central Michigan
August 14 @ 6:00 PM - 8:00 PM
Ucello's 2630 East Beltline Ave SE, Grand Rapids, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 14 @ 6:00 PM - 8:00 PM
Aubree's Dexter 8031 Main St #101, Dexter, MI, United States
Event Taxes

Taxes in Retirement

Southeast Michigan
August 14 @ 6:00 PM - 8:00 PM
Antonio's Cucina Italiana 37646 W 12 Mile Rd, Farmington Hills, MI, United States
Three Keys To Success

3 Keys to Income Planning

Central Michigan
August 18 @ 6:00 PM - 8:00 PM
The Northside Pub 2353 Holton Rd, Muskegon, MI, United States
Three Keys To Success

3 Keys to Income Planning

Central Michigan
August 18 @ 6:00 PM - 8:00 PM
The Keg 21001 N Tatum Blvd, Phoenix, MI, United States