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Events
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Loons Baseball Game – Client Appreciation Event
Dow Diamond - Midland 825 E Main Street, Midland, MiWelcome 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…
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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
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.…
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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.…
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Christmas Party Client Appreciation
Come and celebrate the Christmas Season with us! We will have delicious hors d'oeuvres, drinks, presents and music. This is one of our favorite times to celebrate with our clients. Friday, December 4th from 3:00pm - 7:00pm. Location: TBA