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

 

 

 

 

 

 

 

 

THIRD WEDNESDAY | EVERY MONTH | 12 – 1 PM
COMPLIMENTARY LUNCH SERVED

 

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.

 

POWER IN PLANNING | APRIL 16, 2025

Whether you’re two or ten years out of retirement, most of us have an idea of what we want those golden years to look like but not always an idea of how to get there.  Dennis Prout will discuss the importance of intentionality and planning as you prepare for some of the best years of your life.  There’s power in planning!

 

ALLIANCE FOR SENIOR HOUSING | MAY 21, 2025

Connie Hintsala has provided families in the greater Grand Traverse area with senior housing solutions for more than 20 years, and the love and passion for her work has only grown. Her intricate knowledge of State of Michigan standards/requirements, as well as her own experience as a direct caregiver to her own parents, have enabled her to provide guidance and assurance for families to make informed eldercare decisions. Services provided by Alliance for Senior Housing include confidential consultation with a senior housing expert to discuss specific desires and needs as well as manage fears and funding options. Get your questions ready, as we will discuss issues like guilt, financing and the importance of having a plan in place.

 

 

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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