Attend An Event
Retirement Financial Planning Workshops
Join us for one of our educational workshops throughout the Metro Detroit area. These sessions cover key retirement planning topics to help individuals and families make informed decisions. While you can’t control the market or the economy, you can take steps to maximize your retirement.
Also, we will discuss what happens if you don’t have a will, the difference between a will and a trust, how taxes can impact your retirement, and best practices for naming beneficiaries on retirement accounts policies.
Join us to gain practical insights and greater confidence in your retirement plan. Click on a date below to register.
Evening workshops begin at 6:30 PM with check-in starting at 6:15 PM. Afternoon workshops are at 12:00 PM with check-in at 11:45 AM.
UPCOMING EVENTS:
MAXIMIZE YOUR RETIREMENT
Janie Kelly and Sean Kelly Investment Advisor Representatives, discuss Estate Planning, wills, taxes strategies, investments and social security during these workshops.
May Workshops
The Hawk
Farmington Hills
Community Center, Room 389
29995 W. 12 Mile Rd
Farmington Hills, MI 48334
Wednesday, May 6th
– 6:30 PM
Tuesday, May 12th
– 6:30 PM
Rochester Christian University
Room – Isom Atrium – Auditorium West
800 West Avon Road
Rochester Hills, MI 48307
Tuesday, May 19th
– 6:30 PM
Wednesday, May 20th
– 12:00 PM
June Workshops
Walsh College - Troy Campus
Room 124
3838 Livernois Rd
Troy, MI 48083
Tuesday, June 9th
– 6:30 PM
Wednesday, June 17th
– 6:30 PM
The Hawk
Farmington Hills
Community Center, Room 389
29995 W. 12 Mile Rd
Farmington Hills, MI 48334
Wednesday, June 24th
– 12:00 PM
Tuesday, June 30th
– 6:30 PM
July Workshops
Rochester Christian University
Room – Isom Atrium – Auditorium West
800 West Avon Road
Rochester Hills, MI 48307
Wednesday, July 8th
– 6:30 PM
Tuesday, July 14th
– 6:30 PM
RATHER MEET
One-on-one?
Please schedule a meeting with one of our team members to create your financial Retirement Road Map strategy today.
Or give us a call at 248-262-7217