Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
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Classes & Seminars

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 DECEMBER CLASS

 

NO JANUARY CLASS

 

FIDUCIARY SERVICES NORTH | FEBRUARY 19, 2025

Things don’t always go according to plan as we age.  Fiduciary Services North, a team of financial professionals, join us to discuss the services and support they provide – everything from assistance with managing monthly bills to expertly navigating the complex probate process.

 

IRAs ARE DIFFERENT | MARCH 19, 2025

On July 18, 2024, the IRS released almost 300 pages of regulations on required minimum distributions (RDMs) on IRAs and 401(k)s.  IRAs are distributed differently than any other asset and have their own set of complex rules both during life and after death.  Heidi will lead the charge into a time of enlightenment and clarity as she discusses the tax strategies, penalties and important things to think about when managing your IRA.

 

 

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Call or come in to qualify for a complimentary consultation:


1105 E. Eighth St.
Traverse City, MI 49686

231-947-3992
Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
live comfortably • save intelligently • retire confidently