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 September 2022
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Protecting What Matters Most Dinner Live Event
Protecting What Matters Most Dinner Live Event
September 20, 2022Protecting What Matters Most
Learning How To Avoid Costly Mistakes May Be The Best Investment You Can MakeDate: Tuesday, September 20th, 2022 - 6:30 PM
Thursday, September 22nd, 2022 - 6:30 PMWhere: Flemings Prime Steakhouse & Wine Bar
323 N. Old Woodward Ave,
Birmingham, MI 48009Speakers: 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
September 22, 2022Protecting What Matters Most
Learning How To Avoid Costly Mistakes May Be The Best Investment You Can MakeDate: Tuesday, September 20th, 2022 - 6:30 PM
Thursday, September 22nd, 2022 - 6:30 PMWhere: Flemings Prime Steakhouse & Wine Bar
323 N. Old Woodward Ave,
Birmingham, MI 48009Speakers: 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!
