Events
Upcoming Events
Property & Casualty Insurance 101 - April 22
Have you reviewed your homeowner’s insurance recently? There are many endorsements that may be available that you are not taking advantage of! It’s important to review your policy and these endorsements on a regular basis, including considering any new discounts that may be available.
Past Events
April 7, 2021
6:30p - 7:45p
VIA WEBINAR
Financial & Retirement Success Strategies - April 7
We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.
March 23, 2021
6:00p - 7:00p
VIA WEBINAR
Protecting Yourself from Phishing Scams - March 23
IRS and Coronavirus-related phishing scams are on the rise! Join us for a timely webinar to learn what to look out for and how to protect yourself.
March 9, 2021
6:00p - 7:00p
VIA WEBINAR
March 3, 2021
6:30p - 7:45p
VIA WEBINAR
February 10, 2021
6:00p - 7:00p
VIA WEBINAR
February 3, 2021
6:30p - 7:45p
VIA WEBINAR
January 27, 2021
6:00p - 7:00p
VIA WEBINAR
January 14, 2021
6:30p - 7:45p
VIA WEBINAR
November 17, 2020
6:30p - 7:45p
VIA WEBINAR
October 14, 2020
6:30p - 7:45p
VIA WEBINAR
September 23, 2020
5:30p - 6:30p
VIA WEBINAR
September 16, 2020
6:30p - 7:45p
VIA WEBINAR
August 19, 2020
6:30p - 7:45p
VIA WEBINAR
July 28, 2020
9:30a - 10:30a
VIA WEBINAR
April 27, 2020
6:00p - 6:45p
Via Webinar
April 23, 2020
6:00p - 6:45p
Via Webinar
March 4, 2020
11:45a - 1:30p
Maggiano's Little Italy
Regulation Best Interest
The 4 Core Obligations & What They Mean for You and Your Practice Estate Planning: Best Practices and Current Strategies
October 24, 2019
8:30a - 12:00p
Walsh College - Novi
CPA CE Program 10/24
Attend a free educational event with a complimentary breakfast to gain insights from three top professional speakers about retirement and the Future of CPA Practice.
October 23, 2019
8:30a - 12:00p
Walsh College - Troy
CPA CE Program 10/23
Attend a free educational event with a complimentary breakfast to gain insights from three top professional speakers about retirement and the Future of CPA Practice.
July 24, 2019
10:00a - 11:00a
Register at: bit.ly/ideallinkedin
May 23, 2019
8:30a - 12:00p
Troy, MI
May 22, 2019
8:30a - 12:00p
Troy, MI