Attend an Event
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING EVENTS:
- Dinner Seminars
- Client Events
Events in September 2020
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Educational Dinner Seminar
Educational Dinner Seminar
A special Event for Retirees and those soon to Retire
To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) or register online at www.yoursvp.com and enter code TUKGUH
Date: Tuesday, September 22nd 2020 at 6:30pm
Where: Brick Street Bar & Grille
1223 E Grand Blanc Rd, Grand Blanc, MI 48439Please join local wealth management specialist Rick Barnett for an informative dinner event designed especially for individuals, couples, or families with assets to protect. Whether you are saving for retirment, transitioning to reitrment, or living in retirment, you will learn the latest stratiges to gain tools that you need to protect your welath from unexpected market swings, historically low intrest rates and new tax policies. Some topic for discussion: How to preserve captial, diversify your portfolio and reallocate your assets according to your families unique needs. How to protect yourself agansit future drops in the market without completely sacrificing the chance to grow your money now. How to convert your savings and investments into a steady stream of retirment income and which sources you should draw from first. Stratiges you need to know for the eventual market rebound. Most common, yet crtical financial mistakes that even the most savvy investors fall victim to.
To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) or register online at www.yoursvp.com and enter code TUKGUH
-
Educational Dinner Seminar
Educational Dinner Seminar
A special Event for Retirees and those soon to Retire
To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) or register online at www.yoursvp.com and enter code TUKGUH
Date: Thursday, September 24th 2020 at 6:30pm
Where: Brick Street Bar & Grille
1223 E Grand Blanc Rd, Grand Blanc, MI 48439Please join local wealth management specialist Rick Barnett for an informative dinner event designed especially for individuals, couples, or families with assets to protect. Whether you are saving for retirment, transitioning to reitrment, or living in retirment, you will learn the latest stratiges to gain tools that you need to protect your welath from unexpected market swings, historically low intrest rates and new tax policies. Some topic for discussion: How to preserve captial, diversify your portfolio and reallocate your assets according to your families unique needs. How to protect yourself agansit future drops in the market without completely sacrificing the chance to grow your money now. How to convert your savings and investments into a steady stream of retirment income and which sources you should draw from first. Stratiges you need to know for the eventual market rebound. Most common, yet crtical financial mistakes that even the most savvy investors fall victim to.
To RSVP please call (844) 949-1200 (Toll-Free, 24 Hours) or register online at www.yoursvp.com and enter code TUKGUH