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

Events

Upcoming Events

August 19, 2020

6:30p - 7:45p

VIA WEBINAR

Past Events

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.