The LEARNING library

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


SOCIAL SECURITY | OCTOBER 16

Join Bob Simpson, Norther Michigan District Manager from the Social Security Administration, as he discusses some of the most common concerns we are hearing from retirees today.  These include everything from when to start collecting your benefits, disability benefits, Social Security taxes and much more.

 

YEAR-END TAX PLANNING | NOVEMBER 20

Jon Sluis from Intrust CPA joins Dennis Prout as they share new tax rules and how calculated tax planning can help minimize outflow and maximize your retirement savings.