Events & Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.

 Upcoming Events


April 16, 2020: Bay County Community Center

June 10, 2020: Midland Community Center


TOPIC: "Social Security"

11:00am -1pm & 6:30pm-8:30pm. Jason & Carl will be conducting these "can't miss" workshops on topics that will include:

*Changes to Social Security filing strategies.

*How married couples can help enhance their combined monthly and lifetime benefits.

*How the "do over" and "start, stop, restart" strategies work.

*How to claim retroactive benefits as a lump sum.

*The effect of remarriage on survivor benefits for widowed or divorced spouses.

*Five factors that could reduce the actual payments you receive.


May 5, 2020                                                                                                                                                               

TOPIC: "Taxes In Retirement"
11:00am - 1:00pm & 6:30pm-8:30pm at the Midland Community Center in Midland, MI
Jason & Carl will be conducting this "can't miss" workshop on topics that include:

*How the "Tax Cuts & Jobs Act" passed in 2017, and the "Secure Act" passed in 2019 by Congress may impact your taxes and investments.

*Are there strategies to avoid the Required Minimum Distribution on your IRA's?

*What happened to the standard deductions?

*Why the opportunity to itemize tax deductions may be gone.

*Can you capture tax free long term capital gains?

*How you might be able to get money out of your IRA "tax free."

*What personal tax deductions you may be losing.

*Will your taxes increase or decrease?

*How to help reduce income tax on your Social Security.

*How you can potentially get more income and pay less in taxes.



Register yourself and a friend that would find this workshop's vital information time well spent!



About Our Seminars & Workshops:

At Great Lakes Investment Advisors, Inc., we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

Recent Client Events

2019 Comedy For A Cause Dinner Event


2019 Loons Ambassador Event Games


2019 Islander Sunset Boat Cruise


Cocktails & Canvas Ladies Day Out 2019


2018 Murder Mystery Dinner


2018 Islander Sunset Boat Cruise


2018 Loons Baseball Night at Lasorda's Landing


2018 Ladies Valentine's Day Luncheon


2017 Murder Mystery Dinner Event


2017 Loons Baseball Night at Lasorda's Landing


2017 Ladies Valentine's Day Luncheon


2017 Anchors Aweigh Sunset Boat Cruise

For more information, please contact us toll-free at: (866) 383-GLIA (4542).

If you are unable to attend one of our seminars and are interested in meeting with an advisor one-on-one, please contact our office directly at (989) 835-7203.