We are pleased to conduct our Personal Finance and Retirement “Small Talk” educational workshops for small groups within your community. Finance topics may vary and rotate depending on the desires of the local community. Contact us if you are interested in hosting a Personal Finance and Retirement “Small Talk” in your community!
Winter/Spring 2019 Schedule
Every Thursday in March, April, and through May 23, from 6:30 to 7:30 pm
Clarkston Independence District Library (in the new Business Center)
6495 Clarkston Rd. Clarkston, MI 48346
April 18 – Planning for Families with “Special Needs”
April 25 – Medicare
May 2 – “Knowing Your Score” (credit score)
Personal Finance and Retirement“Small Talk” is an educational retirement workshop in a roundtable-style format. Very informative and inviting with a small group of (4-10) like-minded age 55+ people getting ready for retirement, or in retirement already.
I give a “small talk” and then tailor the remainder of the session to address questions that are on the minds of the participants.
Typical topic areas vary based in the group’s interest but may include:
- Successful Aging
- What is Retirement Planning
- Social Security
- Tax Planning in Retirement
What it’s Not
Our Retirement “Small Talk” is not the forum to bring your documents to have us review or provide specific recommendations!
We do offer a no-charge and no-obligation one-on-one Get Acquainted meeting if you would like to learn more about what services we could offer for your specific situation. Please Contact Us