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Financial Goals

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

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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:

September 26

2023 Planning Strategies to Help Combat Inflation and Preserve Your Retirement Investments from the Next Recession

6:30 pm | Diamonds Steak and Seafood – Howell

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

September 27

2023 Planning Strategies to Help Combat Inflation and Preserve Your Retirement Investments from the Next Recession

6:30 pm | Diamonds Steak and Seafood – Howell

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

October 10

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Black Rock Bar and Grill – Hartland

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

October 12

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Black Rock Bar and Grill – Hartland

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

October 24

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Lucky’s Steakhouse – Fenton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

October 26

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Lucky’s Steakhouse – Fenton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

November 7

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Ciao Amici – Brighton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

November 9

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Ciao Amici – Brighton

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

December 6

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Diamonds Steak and Seafood – Howell

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

December 7

Strategies To Learn Before The End Of 2023 To Help Combat Inflation & Preserve Your Retirement Investments From The Next Recession

6:30 pm | Diamonds Steak and Seafood – Howell

Keynote Topics: Stock Market Volatility, Common Mistakes, Tax Mitigation, Legacy Planning and Current Events

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Rather Meet

One-on-One

Schedule a meeting with a member of our team to create your financial strategy today.

Request a Visit

Or give us a call at 810.775.6637.