Take the first step toward reaching your

Retirement Goals

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.

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UPCOMING EVENTS:

September 26
Dinner Live Event at Boone’s Long Lake Inn (Traverse City, MI)
6:00 pm | Boone’s Long Lake Inn
October 23
Dinner Live Event at Big Buck Brewery (Gaylord, MI)
6:00 pm | Big Buck Brewery
October 29
Dinner Live Event at Evergreen Golf Resort (Cadillac, MI)
6:00 pm | Evergreen Resort
October 30
Dinner Live Event at Boone’s Long Lake Inn (Traverse City, MI)
6:00 pm | Boone’s Long Lake Inn
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Rather Meet One-on-One?

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

Or give us a call at 231.995.9575