Do your investments align with your faith?
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
August 21- Women’s Retirement Seminar @ 6:00pm
August 27- Medicare Seminar @ 6:00pm
August 28- Medicare Seminar @ 11:00am & 6:00pm
September 17- Faith & Fellowship Luncheon
September 19- Faith & Fellowship Dinner
September 25- Women’s Retirement Seminar @ 6:00pm
November 6- Women’s Retirement Seminar @ 6:00pm
December 8- Client Christmas Party- RSVP by 10/31/24