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  • 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 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…

  • 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 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…