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Retirement Financial Planning Workshops

Join us for one of our educational workshops throughout the Metro Detroit area. These workshops cover key retirement planning topics, including taxes, investments, income strategies, and legacy planning. The sessions are designed to help individuals and families make informed financial decisions. While no one can control the market or the economy, there are steps you can take to strengthen your financial future and make the most of your retirement.

Take the next step toward a more confident retirement. Click on a date below to register for one of our informative workshops.

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

Join Investment Advisor Representatives Janie Kelly and Sean Kelly as they explore important retirement planning topics such as retirement taxes, income strategies, investment management, and Social Security benefits.

September Workshops

The Hawk – Farmington Hills Community Center

29995 W. 12 Mile Rd

Farmington Hills, MI 48334

Room 307

Monday, September 14th

– 6:30 PM

Thursday, September 17th

– 6:30 PM

REGISTER NOW

October Workshops

Walsh College

3838 Livernois Rd.

Troy, MI 48084

Room 124

Tuesday, October 6th

– 6:30 PM

Monday, October 12th

– 6:30 PM

Ruth's Chris Steak House

755 W Big Beaver Rd

Troy, MI 48084

Monday, October 26th

– 6:30 PM

Wednesday, October 28th

– 6:30 PM

REGISTER NOW

November Workshops

Rochester University

800 West Avon Road

Rochester Hills, MI 48307

Room - Isom Atrium – Auditorium West

Thursday, November 5th

– 6:30 PM

Monday, November 9th

– 6:30 PM

The Hawk – Farmington Hills Community Center

29995 W. 12 Mile Rd

Farmington Hills, MI 48334

Thursday, November 12th

Room 307– 6:30 PM

Tuesday, November 17th

Room 389 – 12:00 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.

SCHEDULE A MEETING ➔

Or give us a call at 248-262-7217