FLOURISH: INVESTMENT STRATEGIES FOR WOMEN

We invite you to an evening of storytelling and
connection. You’ll hear from Heidi Thompson,
Prout Financial Design’s newest advisor. Her
career in finance started in 1985 and has evolved
alongside raising three daughters as a single
mother. Heidi’s personal story will inspire you
to flourish wherever life finds you. Join us and
connect with others who share your experience.

 

Seating is limited.

Tickets are available at MyNorthTickets.

Date/time:
Thursday, October 12, 5:30PM – 7:30PM

Location:
The Red Ginger Lotus Room
237 E. Front St
Traverse City, MI
(231) 944-1733

Cost:
$17, includes a small plate dinner and drink
ticket

Rejuvenate Your Retirement

Get the most out of your retirement! In straightforward language, acquaint yourself with financial strategies such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. Discover fulfilling activities such as travel, hobbies, sports, crafts, business ventures, and lifelong learning to make the most of your retirement years. Learn to calculate IRS-required minimum distributions. Examine how investment returns are taxed and explore health care, long-term care, and end of life decisions. Includes a 143-page illustrated workbook. Class size is limited.

Date: Oct. 11th & 18th, 2016

Time: 1:00-3:00 p.m.

Location:
Northwestern Michigan College
University Center, Room 209
2200 Dendrinos Drive
Traverse City, MI 49684

Cost: $65, includes workbook (spouse or guest attends free)

Class Code: 4318

January 22, 2015 Lunch and Learn

pfd-401(k)2

ATTENTION Plan Administrators and Business Owners, “Is your 401(k) just o(k)ay?”

Prout Financial Design is hosting a 401(k) Lunch & Learn where Dennis J. Prout will discuss:

  • How to reduce your liability
  • Ways to help you remain compliant
  • The “real” cost of your plan
  • The difference between a Fiduciary and a Broker

When: Thursday, January 22, from noon to 1 p.m.

Where: Traverse City Area Chamber of Commerce – 202 East Grandview Parkway

Seating is limited, so registration is required.

Lunch will also be provided.

For further information, contact Karl Eichberger at 231-947-3992.