Take the first step toward reaching your

Retirement Goals


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.


March 10
Dinner Live Event at Boone’s Long Lake Inn (Traverse City, MI)
6:00 pm | Boone’s Long Lake Inn
March 12
Dinner Live Event at Lakeside Charlies (Cadillac, MI)
6:00 pm | Lakeside Charlies
March 17
Dinner Live Event at Big Buck Brewery (Gaylord, MI)
6:00 pm | Big Buck Brewery

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