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  • Donuts and Diversification

    Freeland Sports Zone 5690 Midland Road, Freeland, MI, United States

    Join 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…

  • Fall Lunch & Learn

    Fall Lunch & Learn
    Trillium Banquet Center 6415 State Street, Saginaw, United States

    Join 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…

  • Fall Lunch & Learn

    Fall Lunch & Learn
    Trillium Banquet Center 6415 State Street, Saginaw, United States

    Join 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…

  • Client Appreciation CHRISTMAS Party

    Horizons Conference Center 6200 State Street, Saginaw, MI, United States

    You'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…