Take the
first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

February 12

Taxes in Retirement (Dinner)

6:00 pm | Ciao Italian Bistro & Wine Bar 110 S Leroy St

Fenton, MI 48430

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February 18

Estate Planning (Educational)

6:00 pm | 2|42 Community Church 7526 Grand River Ave

Brighton, 48114

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February 25

Taxes in Retirement (Dinner)

6:00 pm | Baker’s of Milford 2025 S Milford Rd

Milford, 48381

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ATTEND OUR Next Upcoming Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.

January 22

Social Security and Medicare (Educational)

11:00 am | Schoolcraft College 18600 Haggerty Rd

Livonia, MI 48152

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