Approximately once per month we conduct an informal seminar and workshop for small groups. Topics vary and rotate depending on the desires of the local community. We appreciate your input on topics you would like to see covered!
All seminar/workshops will be held at our Ortonville location at 875 S Ortonville Rd. Brandon Township, MI 48462. Seats are very limited, so please RSVP early at 888-566-1841 or via Contact Us.
Our current schedule for the fall of 2017 includes the following:
“Successful Aging” – Sept 14
I will discuss the many factors in successfully transitioning into retirement, both non-financial and financial. The emphasis will be on financial tools and analysis to determine your retirement readiness.
“Late-Stage College Planning” – Oct 12
Many families don’t start college planning until just prior to a child entering college. What can you do at this point? We’ll discuss some important options!
“Getting Started for Young Families” – Nov 9
Getting started can be very difficult if you don’t have a long-term view. I will discuss some important tactics in getting started early.
“Portfolio Design and Management” – Dec 14
How do you design a portfolio for the long term and include your risk profile? I will discuss Modern Portfolio Theory and a few other techniques. This is great information whether you are starting new or already have a portfolio and want a second opinion!