We are pleased to conduct finance workshops, such as our Retirement “Small Talk”, for small groups within your community. Retirement topics will vary and rotate depending on the desires of the attendees.
If you would like to host Retirement “Small Talk” in your community, Contact Us!
Winter 2020 Schedule
SECURE Act Retirement Plan Educational Series
Clarkston Independence Library
Every Thursday starting January 23 through February 27 from 6:30 to 7:30 pm
Clarkston Independence District Library (in the new Business Center)
6495 Clarkston Rd. Clarkston, MI 48346
SECURE Act / Retirement Planning“Small Talk” finance workshop is an educational retirement planning seminar centered around the new SECURE Act of 2019. Very informative and inviting with a small group of (4-10) like-minded age retirement-conscious people planning for retirement, ready to retire, or in retirement already. The SECURE Act provisions affect all of us!
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 visit our Client Portal to learn how to prepare for and schedule a “Get Acquainted” meeting!