• Upcoming
    Events
    Helping our community make informed financial decisions about the days ahead.

    Events

    Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

    We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
     

    Upcoming Events:

    Tuesday, July 10th   – 6:30 p.m. – Evans Street Station – 110 S. Evans Street, Tecumseh, MI.  49286

    SAM – WHERE DO WE GO FROM HERE? What a Market Correction May Mean for You

    Thursday, July 12th  - 6:30 p.m. – Evans S

    ur Retirementtreet Station – 110 S. Evans Street, Tecumseh, MI.  49286

    SAM – WHERE DO WE GO FROM HERE? What a Market Correction May Mean for You

    Tuesday, July 17th – 6:30 p.m. – Evans Street Station – 110 S. Evans Street, Tecumseh, MI.  49286

    SAM – WHERE DO WE GO FROM HERE?  What a Market Correction May Mean for You

    Tuesday, July 24th – 6:30 p.m. – Mon Ami – 3845 Wine Cellar Road, Port Clinton, OH.  43452

    SAM – STOCK MARKET VOLATILITY AND TAX CODE CHANGES

     

    Thursday, July 26th – 6:30 p.m. – Mon Ami – 3845 Wine Cellar Road, Port Clinton, OH.  43452

    SAM – STOCK MARKET VOLATILITY AND TAX CODE CHANGES

     

    Tuesday, July 31st – 6:30 p.m. – Mon Ami – 3845 Wine Cellar Road, Port Clinton, OH.  43452

    SAM – STOCK MARKET VOLATILITY AND TAX CODE CHANGES

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    These workshops fill up quickly, so a reservation is required.  By giving us your contact information, you may be offered insurance products for sale.