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Retirement Planning Workshops

Join us for one of our educational workshops around the Metro Detroit Area. You can not control the market or the economy, but you can take control of your retirement. Click on the date you would like to attend and 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.


Social Security and Taxes in Retirement

Janie Kelly, Investment Advisor Representative,  discusses strategies to maximize your Social Security and minimize taxes in retirement during the workshops.

June Workshops

Schoolcraft College
VistaTech Center
18600 Haggerty Rd, Livonia, MI 48152
Tuesday, June 25th @ 6:30 PM, Rm VT425
Wednesday, June 26th @ 12:00 PM, Rm VT 460


August Workshops

Rochester University
Isom Atrium – Auditorium West
800 West Avon Road, Rochester Hills, MI 48307
Wednesday, August 14th @ 12:00 PM
Thursday, August 15th @ 6:30 PM


Retirement Financial Planning Webinar with WMUZ

On-Demand | Online

View Here ➔



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