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.

 

 

 

 

 

 

 

THE THIRD WEDNESDAY, EVERY MONTH  |  12 – 1 PM

 

SOCIAL SECURITY | JUNE 21

Learn about Social Security retirement and disability benefits, for you and your dependents.

 

ABCs OF RMDs AND QCDs | JULY 19

Required Minimum Distributions (RMD) from you tax-deferred retirement accounts may go towards a Qualified Charitable Distribution (QCD).  And why might you want to do that?

 

AVOIDING 60-DAY ROLLOVER MISTAKES | AUGUST 16

The IRS may waive the 60-day rollover requirement in certain situations.  But how do you avoid this potential problem?

 

MEDICARE 101 | SEPTEMBER 20

Join Dawn McConnell and Laverna Witkop from Ford Insurance as we discuss Medicare. We will simplify the topic and help you navigate through your questions.

 

 

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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.
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