Events

Please join us for one of our upcoming special events.  These dinners are a perfect opportunity to enjoy a nice evening on us, while learning a number of retirement planning strategies and ways we are able to help clients understand how to use their money to achieve their life goals in retirement and beyond.

Reservations are required for all events. Please call us at 248.885.8176 to reserve your spot today!

Seminars begin at 6pm

Tuesday, March 28th        Thursday, March 30th
Andiamo        Andiamo
6676 Telegraph Rd.        6676 Telegraph Rd.

Bloomfield Twp, MI 48301

        Bloomfield Twp, MI 48301

  
Thursday, April 13th        Tuesday, April 25th
Client Referral Event        Andiamo
River Crab        6676 Telegraph Rd.
St. Clair, MI 48079

        Bloomfield Twp, MI 48301

Thursday, April 27th        
Andiamo        
6676 Telegraph Rd.        
Bloomfield Twp, MI 48301

        

        

Planning Techniques Being Discusses:

Market Volatility - How do you help protect your retirement from another downturn?

- Will you outlive your retirement savings?

Retirement Income - Are you benefiting from the latest strategies?

- The missing estate plan - Passing on your IRAs, 401Ks, and other retirement accounts.

- How to reduce taxes on your social security and investments.

- And Much More!!