Classes & Events

These classes teach you to assess your financial situation and develop a personalized plan to help, achieve, and maintain your retirement goals.

THIRD WEDNESDAY | EVERY MONTH | 12 – 1 PM 

COMPLIMENTARY LUNCH SERVED

NO JUNE CLASSES

NO JULY CLASSES

HOLLY HACK, EXIT REALTY | AUGUST 20, 2025

Thinking About a Move? Let’s Talk Real Estate with Holly Hack!
Whether you’re relocating, downsizing, upsizing, or diving into investment properties, Holly Hack—Broker/Owner of EXIT Realty—has you covered! She’ll share her expert take on the ever-evolving northern Michigan real estate scene, including current trends, future projections, and tips to help you make smart moves in today’s housing market. Don’t miss this chance to get the inside scoop from a true local pro!

MEDICARE | SEPTEMBER 17, 2025

Medicare Made Simple
Dawn McConnell and Laverna Witkop with Ford Insurance Agency join us to share all things Medicare.  We’ll be looking at the basics of Medicare, prescription drug plans, Medigap plans, important dates you’ll need to remember and everything in between.  They’re here to simplify the topic and help unpack some of your toughest questions and concerns.

BENEFICIARIES | OCTOBER 15, 2025

More Than Just a Name
Let’s be honest—most of us jot down the same familiar name when asked for a “beneficiary,” barely giving it a second thought. But here’s the thing: being named a beneficiary isn’t just a formality—it comes with real responsibilities. From life insurance policies and retirement accounts to trusts and bank assets, each comes with its own rules and potential pitfalls. It’s so important to review your choices regularly and ensure your beneficiary is ready—not just on paper, but in practice. Join us for an insightful session that will help you feel confident in your decisions—and help your beneficiary feel ready for the road ahead. Better yet, bring them with you.