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

 

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. This may possibly be more than you thought you needed to know about Medicare.

 

ROTH IRAs | OCTOBER 18

Learn about the benefits of this special type of tax-advantaged retirement account. We will discuss contributions, qualified tax-free withdraws. Let Heidi Cartwright teach you how the Roth IRA works for you and your beneficiaries.

 

KNOW YOUR TAX BRACKET WITH JOHN SLUIS, CPA | NOVEMBER 15

Taxes and retirement are tricky partners, it’s important to know how to navigate this delicate dance. Learn about the ever-changing tax laws and regulations. How do regulations affect you and your tax bracket?

 

 

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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.
live comfortably • save intelligently • retire confidently