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Today

  • 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…

  • 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 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…

  • 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…