trustworthy and dependable planning

Attend an event.

Join us for an event

Attend One of Our complimentary Workshops

We offer workshops with need-to-know information about retirement. Our goal is to set you on the right path to gaining all of your wants and needs in retirement by explaining tricky financial concepts and giving simple yet effective tips. Register for one of our events below to find out more!

september

thu24sep3:30 pmEstate Planning Workshop3:30 pm Southfield Civic Center

thu24sep6:30 pmEstate Planning Workshop6:30 pm Southfield Civic Center

october

tue06oct6:00 pmMedicare Made Easy6:00 pm Nikola's

thu08oct6:00 pmMedicare Made Easy6:00 pm Nikola's

thu15oct3:00 pmEstate Planning Workshop3:00 pm Henry Ford Dearborn Library

thu15oct6:00 pmEstate Planning Workshop6:00 pm Henry Ford Dearborn Library

tue20oct6:30 pmEstate Planning Workshop6:30 pm The Hawk Community Center

thu22oct6:30 pmEstate Planning Workshop6:30 pm The Hawk Community Center

november

tue03nov6:00 pmMedicare Made Easy6:00 pm Granite City

thu05nov6:00 pmMedicare Made Easy6:00 pm Granite City

wed18nov6:30 pmEstate Planning 1016:30 pm Southfield Civic Center

thu19nov6:30 pmEstate Planning 1016:30 pm Southfield Civic Center

december

No Events

january

No Events

february

No Events

march

No Events

april

No Events

may

No Events

june

No Events

july

No Events

august

No Events

Explore your options with us

Our goal is to provide you with critical knowledge and the tools needed for your retirement journey.
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