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


 

NEW YEAR FINANCIAL RESOLUTIONS | JANUARY 17

Dennis Prout, CFP®, CPWA, shares healthy financial practices to have in place as you start the new year. He also reveals the top BIG 6 things to consider as you begin to make that transition into retirement.

 

DOWNSIZING FOR UPSCALE LIVING WITH HOLLY HACK | FEBRUARY 21

Holly Hack from EXIT Realty discusses the Northern Michigan real estate climate and introduces properties with a focus on comfort and value. She explores how these homes can serve as a secure investment that aligns with your unique retirement plan.

 

SOCIAL SECURITY | MARCH 20

Join Bob Simpson, Northern 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.