Pension vs. Lump Sum Considerations December 4, 2024 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free
Understanding the Tax Code February 19, 2025 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free
Financial Bootcamp – Bloomfield Twp. Library (2-Night Workshop – Thursdays 02/13 & 02/20) February 20, 2025 @ 6:00 pm - 9:00 pm Recurring Bloomfield Township Public Library 1099 Lone Pine Rd, Bloomfield Twp, MI, United States Free
Financial Bootcamp – MSU Education Center (Troy) (2-Night Workshop – Tuesdays 02/25 & 03/04) March 4, 2025 @ 6:00 pm - 9:00 pm Recurring MSU Education Center 811 W Square Lake Rd, Troy, MI, United States Free
Dividend Growth Investing March 19, 2025 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free
Financial Bootcamp – Rochester University Alumni Center (2-Night Workshop – Thursdays 03/13 & 03/20) March 20, 2025 @ 6:00 pm - 9:00 pm Recurring Rochester University Alumni Center 250 W Avon Rd, Rochester Hills, United States Free
Financial Bootcamp – Commerce Twp. Library (2-Night Workshop – Wednesdays 03/26 & 04/02) April 2, 2025 @ 6:00 pm - 9:00 pm Recurring Commerce Township Community Library 180 Commerce Rd, Commerce Township, MI, United States Free
Social Security April 23, 2025 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free
Property & Casualty Insurance May 7, 2025 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free
Medicare & Medicare Supplements May 28, 2025 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free
The One Big Beautiful Bill Act September 17, 2025 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free
Understanding Roth Conversions October 1, 2025 @ 4:00 pm - 5:30 pm Financial Independence Training Room 40900 Woodward Ave Ste 300, Bloomfield Hills, United States Free