Approximately once every 6-8 weeks, 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!
Check back soon for Fall Schedule!
Unless noted, all seminars and workshops will be held at our office in Brandon Township, MI. 875 S Ortonville Rd. 48462. See directions at Contact Us.
Social Security and Medicare – April 19, 2018
I will discuss the many options available in claiming Social Security, tax ramifications if working while claiming Social Security, and Medicare options as well. Plus much more!
Retirement Planning – Feb 22 & 26, 2018
I will discuss several different retirement planning strategies with pros and cons. I will also present our preferred strategy providing an income component, emergency fund component, and an alternative strategy for long-term care planning.
“Portfolio Design and Management” – Dec 14, 2017
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!
“Getting Started for Young Families” – Nov 9, 2017
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.
“Late-Stage College Planning” – Oct 12, 2017
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!
“Successful Aging” – Sept 14, 2017
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.