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 | 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.

 

529 PLANS | APRIL 17

Heidi Cartwright, RICP®, will be discussing the many benefits of this tax-advantaged savings plan designed to help pay for education expenses.  A great gift idea for nieces, nephews, grandchildren or your own children.

 

MEDICARE 101 | MAY 15

Join Dawn McConnell and Laverna Witkop from Ford Insurance Agency as they discuss the ins and outs of Medicare.  They will simplify the topic and help you navigate through your questions and concerns.

 

ESTATE PLAN WELLNESS CHECK | JUNE 19

Cortney Danbrook from DAR Law will be discussing the importance of routine maintenance for your estate plan.  Make sure you keep control of your wishes if you become incapacitated or pass away and also ensure to protect your loved ones.