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2900 Charlevoix Dr SE Suite 310

Grand Rapids, MI 49546

616-301-2581

   

 

Events


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

 

Income Allocation in Retirement Planning

February 21, 2019

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

Western Michigan University Conference Center

Financial freedom in retirement can be more about the income we receive, rather than how much we have saved. Learn ways to help enhance financial security during retirement.

 

Social Security Benefits

February 25, 2019

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

Thought Design Learning Center

Navigating an Important Piece of the Retirement Income Puzzle. Navigating the pieces of your retirement income planning strategy can be a daunting task. There are many "pieces" that should be considered as you embark upon this process, one of which is your Social Security benefits. It is this specific piece of the retirement income puzzle that we will focus on at this workshop.

 

Social Security Benefits

February 26, 2019

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

Thought Design Learning Center

Navigating an Important Piece of the Retirement Income Puzzle. Navigating the pieces of your retirement income planning strategy can be a daunting task. There are many "pieces" that should be considered as you embark upon this process, one of which is your Social Security benefits. It is this specific piece of the retirement income puzzle that we will focus on at this workshop.

 

Income Allocation in Retirement Planning

February 28, 2019

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

Western Michigan University Conference Center

Financial freedom in retirement can be more about the income we receive, rather than how much we have saved. Learn ways to help enhance financial security during retirement.

 

Medicare 101: Medicare Made Simple

March 12, 2019

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.

 

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

April 10, 2019

5:30p - 7:00p Eastern Standard Time

The Law Offices of David L. Carrier, P.C.

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 201: Medicare Made Simple

April 16, 2019

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.

 

Long Term Care Planning and Insurance

May 6, 2019

5:30p - 7:00p Eastern Standard Time

Ron Courser & Associates

This educational seminar is designed to explore the basics of long term care planning and the insurance options available to fund your plan.

 

Long Term Care Planning and Insurance

May 13, 2019

5:30p - 7:00p Eastern Standard Time

Ron Courser & Associates

This educational seminar is designed to explore the basics of long term care planning and the insurance options available to fund your plan.

 

How to Maximize Social Security

June 12, 2019

5:30p - 7:00p Eastern Standard Time

The Law Offices of David L. Carrier, P.C.

This is an entry level class introducing various aspects of Social Security to factor into your retirement planning.

 

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: 2020 AEP

September 18, 2019

11:00a - 12:30p Eastern Standard Time

The Law Offices of David L. Carrier, P.C.

There is one time of year, in the fall, when ALL people with Medicare have the opportunity to reevaluate their existing coverage: the Annual Election Period (AEP). This class is designed to make you aware of your options during this period.

 

Medicare Made Simple: 2020 AEP

September 25, 2019

3:00p - 4:30p Eastern Standard Time

The Law Offices of David L. Carrier, P.C.

There is one time of year, in the fall, when ALL people with Medicare have the opportunity to reevaluate their existing coverage: the Annual Election Period (AEP). This class is designed to make you aware of your options during this period.

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