Year End Financial Checklist
2024-12-12 18:00 - 20:00, 2024-12-17 18:00 - 20:00 (America/Detroit) | Common Grill – Chelsea, MI, 112 S Main St, Chelsea, MI, 48118, United States
Maximize your tax savings and wealth building potential!

Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets. If you wait too long to formulate your year-end tax planning, you may end up missing out on deadlines and strategies available to you. We want to help you get there!
At this event, you will learn the 5 End of Year Tasks for Retirees:

Goal Projections
Tax Planning
Risk Analysis
Budgeting Projections
Investment Analysis

Don’t miss out on this once-a-year opportunity! Register today!

Taxes in Retirement
2025-01-09 12:00 - 14:00, 2025-01-14 12:00 - 14:00 (America/Detroit) | Ciao Amici’s, 217 W Main St, Brighton, MI, 48116, United States
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 MITIGATE THE IMPACTS OF INFLATION
SHARE WITH YOU PROVEN METHODS TO HELP MITIGATE THE IMPACTS OF TAXES
BUILD A BETTER UNDERSTANDING OF THE RETIREMENT LANDSCAPE

ACT FAST BECAUSE SEATING IS LIMITED.

Taxes in Retirement
2025-01-14 18:00 - 20:00 (America/Detroit) | Weber’s Restaurant – Ann Arbor, MI, 3050 Jackson Rd, Ann Arbor, MI, 48103, United States

Taxes in Retirement
2025-01-15 12:00 - 14:00 (America/Detroit) | 220 Merrill, 220 E Merrill St, Birmingham, MI, 48009, United States

Taxes in Retirement
2025-01-15 18:00 - 20:00 (America/Detroit) | Steakhouse 22, 48900 Van Dyke Ave, Shelby Township, MI, 48317, United States

Taxes in Retirement
2025-01-16 18:00 - 20:00, 2025-01-21 18:00 - 20:00 (America/Detroit) | Noco Provisions – Grand Rapids, MI, 4609 Cascade Rd SE, Grand Rapids, MI, 49546

Taxes in Retirement
2025-01-16 18:00 - 20:00 (America/Detroit) | Ruth’s Chris Steak House-Troy, 755 W Big Beaver Rd Suite 151, Troy, MI, 48084, United States

Taxes in Retirement
2025-01-16 18:00 - 20:00 (America/Detroit) | Fiamma Grille – Plymouth, MI, 380 S. Main St, Plymouth, MI, 48170, United States

Taxes in Retirement
2025-01-16 18:00 - 20:00 (America/Detroit) | Joe’s On Jolly – Okemos, MI, 2360 Jolly Rd, Okemos, MI, 48864, United States

Taxes in Retirement
2025-02-04 11:00 - 13:00 (America/Detroit) | The Dixboro Project, 5400 Plymouth Rd, Ann Arbor, MI, 48105, United States

Taxes in Retirement
2025-02-11 18:00 - 20:00, 2025-02-13 18:00 - 20:00 (America/Phoenix) | The Mission-Kierland, 7122 E. Greenway Pkwy Suite 140, Scottsdale, AZ, 85254, United States

Taxes in Retirement
2025-02-12 18:00 - 20:00, 2025-02-18 18:00 - 20:00 (America/Detroit) | Garage Grill and Fuel Bar, 202 W Main St, Northville, MI, 48167, United States

Taxes in Retirement
2025-02-18 18:00 - 20:00, 2025-02-26 18:00 - 20:00 (America/Detroit) | Seasons 52, 1000 W Big Beaver Rd, Troy, MI, 48084, United States

Taxes in Retirement
2025-02-19 18:00 - 20:00, 2025-02-25 18:00 - 20:00 (America/Detroit) | Maggiano’s Little Italy – Troy, MI, 2089 Big Beaver Rd, Troy, MI, 48084, United States

Taxes in Retirement
2025-02-19 18:00 - 20:00, 2025-02-25 18:00 - 20:00 (America/Detroit) | Zyndas, 150 E Grand River, Williamston, MI, 48895, United States

Taxes in Retirement
2025-02-19 18:00 - 20:00, 2025-02-25 18:00 - 20:00 (America/Detroit) | Ciao Fenton, 110 S Leroy St, Fenton, MI, 48430, United States

Taxes in Retirement
2025-02-20 18:00 - 20:00, 2025-02-25 18:00 - 20:00 (America/Detroit) | Da Francesco’s, 49521 Van Dyke Ave, Shelby Township, MI, 48317, United States

Taxes in Retirement
2025-03-04 18:00 - 20:00 (America/Phoenix) | Maggiano’s Little Italy-Scottsdale, 16405 N. Scottsdale Rd, Scottsdale, AZ, 85254, United States

Taxes in Retirement
2025-03-04 18:00 - 20:00 (America/Detroit) | 15th Street Tavern – Clarkston, MI, 10081 S Ortonville Rd, Clarkston, MI, 48348, United States

Taxes in Retirement
2025-03-05 11:00 - 13:00 (America/Detroit) | Mediterrano, 2900 S State St, Ann Arbor, MI, 48108, United States
