Asset Transfers& Tax Strategies

Asset Transfers & Tax Strategies

What: WCMU Virtual Estate Planning Webinar
Hosts: Dennis Prout and Heidi Thompson

Thursday, November 18, 2021

Time: 6:30 p.m.

During this seminar Dennis Prout and Heidi Thompson will clarify how different assets transfer at death, the importance of naming beneficiaries and tax strategies for your portfolio. Your working years focused on saving to accumulate enough for your retirement. In your retirement years, your mindset must shift to preserving the money you saved and making it last for your family.


The New SECURE Act: Changes & New Retirement Strategies


The New SECURE Act:
Changes & New Retirement Strategies

Did you know the New SECURE Act was signed into law at the end of 2019. The Stretch IRA has been eliminated. Trust IRAs are not exempt — including Roth IRAs. This new legislation may affect your assets and your beneficiaries.

Join us for a class to stay ahead of the changes and learn new retirement strategies.

There is no cost for this class, but please R.S.V.P. Seating is limited. Refreshments and light snacks provided.

Wednesday, February 19, 6:00 PM

Cambria Hotel & Suites
255 Munson Avenue
Traverse City, MI 49684

Please R.S.V.P. by calling Beth at (231) 947-3992 or by clicking below

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This material has been prepared for informational purposes and is not intended as tax or accounting advice. Please consult tax or accounting professionals for specific information regarding your individual situation.

Women in Retirement : CEPF-002

Please join your host, Heidi Thompson, Financial Planner, for a women’s ONLY educational opportunity. Together we will navigate the complex world of finances by mapping out investment strategies specific to women. You will also learn how to select your professional partnerships in retirement planning and how to talk to your family about money. A guest may attend with you at no additional charge.

Tuesday, October 16 : 6-9 p.m.

Instructor: Heidi Thompson

Cost: $45

Register Here

Or call NMC: 231-995-1700

Be a part of our LIVE studio audience!

You’re invited to be a part of our live studio audience for an evening of entertainment, light snacks provided by Sugar 2 Salt and lively commentary on the changing world of money and how it will affect you. Topics include: Healthcare, Roth IRAs, crypto-currency and the new tax reform measures.

Live music by Miriam Pico. Guest speaker, Raymond Minervini speaks on the history of Kirkbride Hall at the Grand Traverse Commons.

                                                        Hosted by Shea Petaja. Presentation by Dennis                                                                      Prout, CFP®, and Heidi Thompson.


                                                        Thursday, March 8, 6:00PM – 8:30PM


       Kirkbride Hall – Grand Traverse Commons                             700 Cottageview Dr #200                                                           Traverse City, MI                                                                           (231) 941-1961


       Free for clients and their guests. 

       $12 each or 2 for $20.


We invite you to an evening of storytelling and connection. You’ll hear from Heidi Thompson, Prout Financial Design advisor.Her career in finance started in 1985 and has evolved alongside raising three daughters as a single mother. Statistics show that over half of women 65 and older are single. Whether you’re married, divorced, widowed or have always been single, Heidi will teach you how to Flourish in your financial planning.

Join us and connect with other clients who share your experience. Seating is limited. Please RSVP. Hosted by Shea Petaja.

Thursday, June 6, 6:30-9:00PM

Traverse City Golf & Country Club
1725 S Union Street
Traverse City, MI 49684

Please RSVP by calling Beth at (231) 947-3992 or by clicking below

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