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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

REGISTER NOW

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


REGISTER NOW

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


REGISTER NOW

Retirement Financial Planning Webinar with WMUZ

On-Demand | Online


View Here ➔




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