Legacy Planning Your Estate

Elks Lodge 625 Bay Street, Traverse City

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

Lucky's Steakhouse-Okemos 3554 Okemos Rd, Okemos

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

Taxes in Retirement

Urban Pine Winery 3415 Briarfield Blvd, Maumee

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