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Events
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Donuts and Diversification
Freeland Sports Zone 5690 Midland Road, Freeland, MI, United StatesJoin Us at the Freeland Sports Zone on Saturday, August 29th at 10:00am - 11:30am. We would like you to bring your favorite friend to have a donut and coffee with us and join our light educational presentation about the investments that make your retirement tick. We will discuss: RISK & How to…
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Fall Lunch & Learn
Trillium Banquet Center 6415 State Street, Saginaw, United StatesJoin us for a Fall Lunch and Learn where we will talk about the "Important Things Investors Need to Know" We will break down Our Financial Planning Sequence, Discuss the Case for Professional Portfolio Management and talk about How to Avoid Probate and Asset Protection Strategies in Estate Planning. We are eager to continue to…
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Fall Lunch & Learn
Trillium Banquet Center 6415 State Street, Saginaw, United StatesJoin us for a Fall Lunch and Learn where we will talk about the "Important Things Investors Need to Know" We will break down Our Financial Planning Sequence, Discuss the Case for Professional Portfolio Management and talk about How to Avoid Probate and Asset Protection Strategies in Estate Planning. We are eager to continue to…
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Client Appreciation CHRISTMAS Party
Horizons Conference Center 6200 State Street, Saginaw, MI, United StatesYou're Invited !!!!! We invite you to our annual Christmas Party & Client Appreciation Event. This is a great time to come visit with us and enjoy some food, Christmas music, drinks and fellowship with others you know from our past events. It's all happening just about a mile away from our…