Take the first step toward reaching your
Financial Goals

Get the information that can help you live a confident retirement.

Lunch & Learn- Estate Planning/ Wills/Power of Attorney/ Trust

Featuring: Chrysa Milholland – Attorney, Weiler Law Group, PLC & Grace A Dow

Taxes in Retirement Workshop

Ambassador Event- Great Lakes Loon’s Game

Taxes in Retirement Workshop

Ambassador Event- Princess Wenonah Boat Cruise

Lunch & Learn- State of the Economy and Market Update

EXACT DATE TBD
Featuring: Gradient Investments

Ambassador Event- Christmas Celebration

EXACT DATE TBD

** Dates and times are subject to change – please call our office to reserve your seat ** Some events are by invitation only.

Photos From Past Events

Lunch & Learn

Boxes & Blooms

New Client Appreciation Dinner