Events
Take a look at where we will be in the community next!
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Consumers Events
March 2019
#SliceOfLife Reality Fair
We're bringing our real-world budgeting experience to Schoolcraft High School!
See DetailsApril 2019
Investment Fundamentals
Today, more people realize that they need a sound investment strategy to help pursue their financial goals — whether those…
See DetailsMay 2019
Retirement Income: Charting a Course to Help Your Money Last
Make the most of your retirement income streams You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested,…
See DetailsFinance Fundamentals For Your Business
The world of finance is confusing enough for individuals, then you throw in business tax codes, DBAs, payroll and exemptions,…
See DetailsThe 6 Series: Social Selling
At some point most companies will face a cyber security issue, whether it's from an external source like ransomware or sending private client information to the wrong party with a mistyped email address. Even simple mistakes have cost other local businesses in excess of $100,000 and left them open to legal ramifications. Is your business prepared for a cyber security breach?
Find out more »June 2019
Retirement: Building a comfortable lifestyle for tomorrow
Planning for retirement often involves asking some questions that are difficult to answer. What will my retirement look like? When…
See DetailsInformed Women Know More
7 Strategies to help you take control Research has shown that even though many women are well educated, have successful…
See DetailsJuly 2019
Retirement: Building a comfortable lifestyle for tomorrow
Planning for retirement often involves asking some questions that are difficult to answer. What will my retirement look like? When…
See DetailsAugust 2019
Social Security: Seven Keys to Enhancing Benefits
Help enhance your social security benefits What does retirement look like to you? Will Social Security still be there for…
See DetailsThe 6 Series: Workplace Safety Training
Do you know what to do in case of an active shooter attack? The Kalamazoo County Sheriff’s Office presentation for…
See DetailsPopular Searches
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