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:
- Dinner Live Event
- Client Events
- Webinars
Events in May 2022
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Protecting What Matters Most Dinner Live Event
Protecting What Matters Most Dinner Live Event
May 10, 2022Protecting What Matters Most
Learning How To Avoid Costly Mistakes May Be The Best Investment You Can MakeThank you for your interest in our upcoming seminar! Unfortunately, this event is full, but we welcome you to check back soon for future events. Or, please feel welcome to give us a call at (800) 425-7044 to set up an appointment with a member of the Barnett Financial & Tax team. We hope you can join us for an upcoming event and look forward to meeting you!
Date: Tuesday, May 10th, 2022 - 6:15 PM
Where: Mitchells Fish Market
370 N Adams Rd,
Rochester Hills, MI 48309Speakers: Rick Barnett & Jeff Covert
We will present for one hour on the following topics: Retirement Planning, Legacy Planning, Tax Planning, Investment Planning, Income Planning, Investment Planning, and Healthcare Planning. Dinner will be served immediately after our planned presentation.
With your safety in mind, this event has limited seating to comply with state recommended group sizes and social distancing. If you don’t feel comfortable in a group setting, don't worry! Call us directly at (800) 425-7044 to schedule a time to meet individually. If this event gets canceled due to government Coronavirus guidelines, we will transition to a virtual seminar event. Be sure to RSVP to get updates!
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Protecting What Matters Most Dinner Live Event
Protecting What Matters Most Dinner Live Event
May 12, 2022Protecting What Matters Most
Learning How To Avoid Costly Mistakes May Be The Best Investment You Can MakeThank you for your interest in our upcoming seminar! Unfortunately, this event is full, but we welcome you to check back soon for future events. Or, please feel welcome to give us a call at (800) 425-7044 to set up an appointment with a member of the Barnett Financial & Tax team. We hope you can join us for an upcoming event and look forward to meeting you!
Date: Thursday, May 12th, 2022 - 6:15 PM
Where: Mitchells Fish Market
370 N Adams Rd,
Rochester Hills, MI 48309Speakers: Rick Barnett & Jeff Covert
We will present for one hour on the following topics: Retirement Planning, Legacy Planning, Tax Planning, Investment Planning, Income Planning, Investment Planning, and Healthcare Planning. Dinner will be served immediately after our planned presentation.
With your safety in mind, this event has limited seating to comply with state recommended group sizes and social distancing. If you don’t feel comfortable in a group setting, don't worry! Call us directly at (800) 425-7044 to schedule a time to meet individually. If this event gets canceled due to government Coronavirus guidelines, we will transition to a virtual seminar event. Be sure to RSVP to get updates!
