AS SEEN ON AND FEATURED IN:

135 N. Saginaw Rd. Midland, MI 48640 | Phone: (989) 835-7203 | info@greatlakesinvestmentadvisors.com

Monday -Thursday 8am-5pm  |  Friday 8am-3pm |  Closed on Saturday & Sunday

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

 September 17, 2019                                                                                                                                                              

       "TAXES IN RETIREMENT"
11:00am - 1:00pm & 6:30pm-8:30pm at the Grace A. Dow Library in Midland, MI
Jason & Carl will be conducting this "can't miss" workshop on topics that include:

*How the new "Tax Cuts & Jobs Act" passed in 2017 by President Trump will impact your taxes & investments

*What happened to the standard deductions?

*What personal tax deductions are you losing?

*Why the opportunity to itemize deductions may be gone

*Will your taxes increase or decrease?

*How can you capture tax free long term capital gains?

*How to reduce income tax on your Social Security?

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

* Can you legally avoid the Required Minimum Distribution on your IRA's?

* How you can get more income & pay less in taxes

… to sum it up~ HOW TO KEEP MORE MONEY IN YOUR POCKET AND OUT OF THE GOVERNMENTS!

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

 

The Power of Zero Documentary!

September 10, 2019 

Join us on Tuesday, September 10, 2019, in the Little Theater at the Midland Center for the Arts at 6:30 p.m. This complimentary movie event is based on Celebrity Author, Retirement & Tax Expert, David McKnight's ground-breaking book, "The Power of Zero." At this event you'll hear why many experts say that tax rates could double in the next 10 years, how rising tax rates may reduce your lifestyle in retirement, and more! Seating is limited, RSVP today to reserve your free tickets by calling 989-835-7203 or email kelly@greatlakesinvestmentadvisors.com.

 

 

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 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.