Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Events

Upcoming Events

April 22, 2021

6:00p - 7:00p

VIA WEBINAR

Register

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

Event Registration


Thank you!

Error processing your request. Please try again at a later time.