Legacy Planning Your Estate

Cooper's Hawk Toledo 4705 Talmadge Rd, Toledo

JOIN US FOR A COMPLIMENTARY MEAL AND EDUCATIONAL EVENT THAT WILL HELP YOU WITH THE FOLLOWING: ESTATE PLANNING ESSENTIALS-Leveraging today's exemptions, trusts and charitable tools to preserve and transfer wealth […]

Free

Taxes in Retirement

Carlyle Grill 3660 Jackson Rd, Ann Arbor

JOIN US FOR A COMPLIMENTARY MEAL AND  EDUCATIONAL EVENT THAT WILL HELP  YOU DO THE FOLLOWING: IDENTIFY THE FIVE BIG RISKS OF RETIREMENT SHARE WITH YOU PROVEN METHODS TO HELP  […]

Free

The Big Beautiful Bill & Your Retirement

Capital Prime - Lansing, MI 2324 Showtime Dr, Lansing

Join us for a complimentary meal and engaging educational event that will help you: Discover the story behind the “Big Beautiful Bill” and what it could mean for your retirement […]

Free