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!

may

thu07may3:30 pmEstate Planning Workshop3:30 pm The Kensington Hotel

thu07may6:30 pmEstate Planning Workshop6:30 pm The Kensington Hotel

wed13may6:30 pmMedicare Made Easy6:30 pm Rose's Restaurant & Lounge

thu14may6:30 pmMedicare Made Easy6:30 pm Rose's Restaurant & Lounge

june

tue02jun6:30 pmMedicare Made Easy6:30 pm Mediterrano

thu04jun6:30 pmMedicare Made Easy6:30 pm Mediterrano

wed10jun6:30 pmEstate Planning Workshop6:30 pm Farmington Community Library

thu11jun6:30 pmEstate Planning Workshop6:30 pm Farmington Community Library

july

tue07jul6:00 pmMedicare Made Easy6:00 pm Nikola's

thu09jul6:00 pmMedicare Made Easy6:00 pm Nikola's

thu16jul3:30 pmEstate Planning Workshop3:30 pm Milford Public Library

august

tue18aug3:30 pmEstate Planning Workshop3:30 pm Livonia Civic Center Library

september

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

october

No Events

november

No Events

december

No Events

january

No Events

february

No Events

march

No Events

april

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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