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  • Loons Baseball Game

    Dow Diamond - Midland 825 E Main Street, Midland, Mi

    Join us for a Client Appreciation Baseball Game where the Great Lakes Loons square off against the Lansing Lugnuts in a game of baseball. Gates open at 6:00pm, game starts…

  • Christmas Party – Client Appreciation

    Trillium Banquet Center 6415 State Street, Saginaw, United States

    Please RSVP and join us for our annual Christmas Party on Friday, December 5th, 2025. We are hosting at a new location this year!  We would love for you to come and join us between 3:00pm-7:00pm at: Trillium Banquet Center 6415 State Street  Saginaw, MI 48603 Hors d'oeuvres and drinks will be served.  Christmas gifts…

  • Smart Investing…Simplified

    Uno's Chicago Grill 4960 Towne Centre Road, Saginaw, MI, United States

    Join us for a Lunch and Learn where Matt Starke will present a Clear & Easy to Understand way that we invest for you! We will discuss Asset Class Investing, Nobel Prize winning strategies for Risk control and Rewards in your Portfolio. Feel free to Bring a Friend that might be interested in hearing about…

  • Smart Investing…Simplified

    Uno's Chicago Grill 4960 Towne Centre Road, Saginaw, MI, United States

    Join us for a Lunch and Learn where Matt Starke will present a Clear & Easy to Understand way that we invest for you! We will discuss Asset Class Investing, Nobel Prize winning strategies for Risk control and Rewards in your Portfolio. Feel free to Bring a Friend that might be interested in hearing about…

  • Market Update & How to Read Your Statements

    Join us on a Zoom call for a live streaming conversation where Matthew will give a Stock Market Update and will also show you how to Read Your Investment Statements. Grab a cup of coffee and bring your statement with you to the computer or download the Zoom app on your phone. You can click…

  • Loons Baseball Game – Client Appreciation Event

    Dow Diamond - Midland 825 E Main Street, Midland, Mi

      Welcome to our Annual Great Lakes Loons Baseball Game Client Appreciation Event! We welcome our clients and your guest(s) to join us for an appreciation ballgame which includes a ballpark dinner. Arrival is at 6:00pm and ballgame starts at 7:05pm.  We all gather in the Northern Lights Pavilion (along 3rd base line). If you…

  • Client Canoe and Tubing Trip

    Join us for a Fun Canoe and Tubing Trip. We look forward to seeing you for a delightful afternoon paddling on the water and enjoying some sunshine and good fun! This is just a chance to break the norm and enjoy some time with your advisor and staff in a relaxed environment. Location and additional…

  • Fall Lunch & Learn

    Fall Lunch & Learn

    Join us for a Fall Lunch and Learn where we will talk about the "Case Against Active Management" and discuss the Secrets to why diversification and passive investment takes precedence for the Big Dogs of investing.   We are eager to continue to educate you, our clients, and to treat you to a delicious luncheon.…

  • Fall Lunch & Learn

    Fall Lunch & Learn

    Join us for a Fall Lunch and Learn where we will talk about the "Case Against Active Management" and discuss the Secrets to why diversification and passive investment takes precedence for the Big Dogs of investing.   We are eager to continue to educate you, our clients, and to treat you to a delicious luncheon.…