Retirement Events
If you’re interested in learning more about your retirement and maximizing your personal finances for the future, come to one of our scheduled events! View our upcoming events below where we’ll dive into Medicare and Social Security.
Upcoming Events
Inspire Your Retirement with Educated Decisions
Dive into our resources filled with insights, articles, reports, podcasts, and videos curated specifically to help you make informed, educated decisions about your retirement.
| Date | Time | Topic | City/State | Location | Save Your Spot |
|---|---|---|---|---|---|
| Wednesday 1/22/2025 | 6:00PM | Reduce Taxes & Protect from Loss | Commerce Twp, MI | Carson's Bistro | Call 810-377-8103 |
| Wednesday 1/29/2025 | 6:00PM | Estate and Tax | Ann Arbor, MI | Black Rock Ann Arbor | Call 810-377-8103 |
| Thursday 1/30/2025 | 6:00PM | Estate and Tax | Ann Arbor, MI | Black Rock Ann Arbor | Call 810-377-8103 |
| Wednesday 2/12/2025 | 6:30PM | Wills and Trusts | Ann Arbor, MI | Washtenaw Community College | Call 810-377-8103 |
| Thursday 2/13/2025 | 6:30PM | Wills and Trusts | Ann Arbor, MI | Washtenaw Community College | Call 810-377-8103 |
| Wednesday 2/26/2025 | 6:30pm | Social Security and Tax | Ann Arbor, MI | Washtenaw Community College | Call 810-377-8103 |
| Thursday 2/27/2025 | 11:00am | Social Security and Tax | Ann Arbor, MI | Washtenaw Community College | Call 810-377-8103 |
| Thursday 2/27/2025 | 6:30pm | Social Security and Tax | Ann Arbor, MI | Washtenaw Community College | Call 810-377-8103 |
| Tuesday 3/4/2025 | 6:00pm | IRMAA | Livonia, MI | Vista Tech | Call 810-377-8103 |
| Thursday 3/6/2025 | 6:00pm | IRMAA | Livonia, MI | Vista Tech | Call 810-377-8103 |
| Tuesday 3/11/2025 | 6:00pm | Reduce Taxes and Protect from Loss | Ann Arbor, MI | Black Rock Ann Arbor | Call 810-377-8103 |
| Wednesday 3/12/2025 | 6:00pm | Reduce Taxes and Protect from Loss | Ann Arbor, MI | Black Rock Ann Arbor | Call 810-377-8103 |
| Wednesday 3/19/2025 | 6:00pm | IRMAA and Estate | Ann Arbor, MI | Washtenaw Community College | Call 810-377-8103 |
| Thursday 3/20/2025 | 6:00pm | IRMAA and Estate | Ann Arbor, MI | Washtenaw Community College | Call 810-377-8103 |
