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2900 Charlevoix Dr SE

Suite 310

Grand Rapids, MI 49546

   

 

Events


We are dedicated to providing our clients and their adult children 
with the knowledge and education they need to make wise financial decisions.

 

Get Retirement Ready - session cancelled

October 18, 2018

6:30p - 7:30p Eastern Standard Time

Western Michigan University Conference Center

At this special event for retirees or those planning to retire soon, learn more about maximizing retirement income.

 

Get Retirement Ready

October 23, 2018

6:30p - 7:30p Eastern Standard Time

Western Michigan University Conference Center

At this special event for retirees or those planning to retire soon, learn more about maximizing retirement income.

 

Estate Planning with David Carrier

October 25, 2018

6:30p - 8:30p Eastern Standard Time

Western Michigan University Conference Center

David L. Carrier, an attorney and an expert on estate planning, will present a workshop designed to help you uncover the critical facts you need to understand your health and long term care options in order to make sound financial decisions.

 

Rethink Retirement Course Part I

November 8, 2018

6:30p - 8:30p Eastern Standard Time

Western Michigan University Conference Center

A 2-day educational workshop designed specifically for those who are either getting ready to retire, or have already transitioned into the early stages of retirement. We will review common pitfalls of retirees and learn more about building a sound retirement strategy.

 

Medicare 101: Medicare Made Simple

November 13, 2018

6:30p - 8:00p Eastern Standard Time

Rockford Community Services

This is an entry level Medicare planning class for those who will be turning 65 in the next year or who are newly eligible for Medicare.

 

Rethink Retirement Course Part I

November 13, 2018

6:30p - 8:30p Eastern Standard Time

Western Michigan University Conference Center

A 2-day educational workshop designed specifically for those who are either getting ready to retire, or have already transitioned into the early stages of retirement. We will review common pitfalls of retirees and learn more about building a sound retirement strategy.

 

Rethink Retirement Course Part II

November 15, 2018

6:30p - 8:30p Eastern Standard Time

Western Michigan University Conference Center

Continuation of Part I

 

Rethink Retirement Course Part II

November 20, 2018

6:30p - 8:30p Eastern Standard Time

Western Michigan University Conference Center

Continuation of Part I

 

Medicare 201: Medicare Made Simple

December 4, 2018

6:30p - 8:00p Eastern Standard Time

Rockford Community Services

This is a refresher (intermediate level) Medicare planning class for those who will be turning 65 in the next year or who are newly eligible for Medicare.

 

Medicare Made Simple

March 27, 2019

6:00p - 7:30p Eastern Standard Time

Ron Courser & Associates

This is an entry level Medicare planning workshop for those who will be turning 65 in the next year or who are newly eligible for Medicare.

 

Medicare Made Simple

June 26, 2019

6:00p - 7:30p Eastern Standard Time

Ron Courser & Associates

This is an entry level Medicare planning workshop for those who will be turning 65 in the next year or who are newly eligible for Medicare.

 

Medicare Made Simple

September 25, 2019

6:00p - 7:30p Eastern Standard Time

Ron Courser & Associates

This is an entry level Medicare planning workshop for those who will be turning 65 in the next year or who are newly eligible for Medicare.

Event Registration

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