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, June 6th

Client Referral Dinner Event

Andiamo

6676 Telegraph Rd.

Bloomfield Twp, MI 48301

        

Tuesday, September 19th        Thursday, September 21st
Andiamo        Andiamo
6676 Telegraph Rd.        6676 Telegraph Rd.

Bloomfield Twp, MI 48301

        Bloomfield Twp, MI 48301

  
Tuesday, October 24th        Thursday, October 26th
Andiamo        Andiamo
6676 Telegraph Rd.        6676 Telegraph Rd.
Bloomfield Twp, MI 48301

        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!!