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Upcoming Events

A Gift in Your Honor!

Join us by Donating to STEP this Holiday

As the busy holiday season quickly approaches, we are constantly reminded of the many blessings in our lives. One of these being our cherished relationships with you. This year, to express our gratitude, we are honoring you by making a donation to The Students in Transition Empowerment Program (STEP).

You are invited to join us in donating the most needed items to this worthy organization.

Learn More                 Monetary Donation


We look forward to seeing you at our upcoming Virtual Webinar events:

December 16, 2021
Thursday at 4:00 PM

2022 Market Update with Josh Feuerman

The U.S. economy and stock market. Where do we go from here?

You are invited to join us to hear insights on today's most critical economic and investment topics from Joshua Feuerman, CFA, Managing Director and Global Equity Strategist at JP Morgan Asset Management. We will examine Inflation and its impact on the 2022 Outlook for the U.S. Stock market and economy. We will also discuss key drivers and trends taking place in the markets including the recently passed infrastructure bill and pending actions by the Federal Reserve Bank and answer your most pressing questions. Read More

Register
January 20, 2022
Thursday at Noon

Living financially confident in 2022 With Dawn Hemming and Autumn Soltysiak

So you want to make a plan.  How to set and achieve goals to make 2022 the best year ever.  Join advisors Dawn Hemming & Autumn Soltysiak to learn practical tips about setting and achieving your goals.

Register
February 17, 2022
Thursday at 4:00 PM

8 Things you can do to sleep better with Peg Moen

Good rest affects our mood, physical health, decision making, productivity, and relationships.  Join special guest Dr. Margaret Moen M.D. a Neurology specialist in Traverse City to discover what you can do to sleep better at night.
 
Register
March 17, 2022

Let’s talk about Pie

Let’s talk about PIE.  What does pie have to do with investing?  Learn about one of the most important decisions when it comes to your portfolio – asset allocation.  Pre-Registered participants will receive a gift mailed to them.

Registration Coming Soon
April 21, 2022

Planning for Teachers

A teacher’s practical guide to preparing for retirement.  As you’re nearing the end of your career as a Michigan public school employee, your retirement plan is more important than ever.  Now is the time to evaluate your plan and make adjustments to ensure a smooth retirement.

Registration Coming Soon
May 19, 2022

Paying for College

The top 10 things you need to know about paying for college.  “Asking How do I pay for college? is like asking How do I get heathy? or How do I learn another language? There are a lot of answers, but not always one clear path.  Join us for 10 tips on how to get started.

Registration Coming Soon


Past Events

November 18, 2021
Thursday at 2:00 PM

BOOST YOUR GIVING IQ WITH JAMES CARPENTER

Recent research tells us that generosity is hardwired into our brains. But we aren’t born knowing how to have the greatest impact with our giving. Join James Carpenter, Vice President and Charitable Planning Consultant™ of Fidelity Charitable to learn what changes are coming to philanthropy and how to make smarter giving decisions with these practical tips.

Watch Replay
October 14, 2021
Thursday at 4:30 PM

MEDICARE WITH ANDI DOLAN - AN EDUCATIONAL EVENT 

Dare to know! Understand the costs and risks of your Medicare choices so you can protect yourself and your future.

Learn the foundations of Medicare from an independent insurance agency to empower solid decisions towards the types of plans available to you.

Watch Replay
September 30, 2021
Thursday at 10:00 AM and 2:00 PM

 Estate Planning with Al Couture

How You Can Follow Ben Franklin's Wise Advice?

What is an “estate plan”? Do I really need a will? If I don’t have a will, what happens to my assets when I die? What happens to my house when my spouse and I have both passed away? What are “living wills” and “powers of attorney”? Do I need those? What does it cost to have a will done, anyway?

A brief discussion of these topics and more can help you get on track to wise planning for the smooth and smart transfer of assets upon your death. A little advance planning can ensure your loved ones are protected and can also save a lot of headaches and expense down the line.

Watch Replay