Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

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Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events

For more details and to register for an event, please call our office at 586.739.3440

March 6 - Women's Retirement Seminar

March 19 - Faith & Fellowship Luncheon

March 21 - Faith & Fellowship Dinner

April 17 or 18th (TBD) - Educational Seminar

May 21 (TBD) - Educational Seminar

August 22 (TBD) - Educational Seminar

September 17 - Faith & Fellowship Luncheon

September 19 - Faith & Fellowship Dinner

September 24 - Educational Seminar

November 7 - Educational Seminar

December 7 - Client Christmas Party - RSVP by 11/15/24

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

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