• Minimizing Retirement Taxation

    This workshop will address the myriad tax laws and strategies to navigate your way to retirement success. The new tax law will be covered as well as case studies to highlight the strategies to minimize the tax that you have to pay.

    Upcoming Dates


    Thursday, July 19

    6:00 - 8:00 pm

    Schoolcraft College

    VisTaTech Center Room W205

    18600 Haggerty Road

    Livonia, MI 48152


    College Savings Planning

    This workshop will address the various ways to save for the goal of funding college. In addition, strategies for applying to the right schools and maximizing your tax efficiency will be covered.

    Upcoming Dates

    Monday, August 13

    6:00 - 8:00 pm


    Wednesday, August 15

    6:00 - 8:00 pm

    Schoolcraft College

    VisTaTech Center Room W205

    18600 Haggerty Road

    Livonia, MI 48152


    Registration not yet open.

    Estate Planning

    This workshop will cover the benefits of having a will, power of attorney, trust, and living will in your estate plan. Potential pitfalls of poor estate planning will be covered.

    Upcoming Dates

    Currently planned for sometime in September.

    Schoolcraft College

    Location TBD


    Registration not yet open.

    The Truth About Annuities & Insurance

    This workshop will cover the pros and cons about annuities and insurance in an unbiased fashion. Learn why they may make sense for some and why they are not needed by others.

    Upcoming Dates

    Currently planned for sometime in October.

    To Be Announced

    Location TBD


    Registration not yet open.

    Retirement Investment Planning

    This workshop will cover the field of investing and how to navigate the pitfalls of the markets. Attendees will learn how to build a professional portfolio of investments to match their specific retirement goals and risk tolerance.

    Upcoming Dates

    Currently planned for sometime in November.

    To Be Announced

    Location TBD.


    Registration not yet open.

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    You will be emailed as soon as registrations open for future workshops.

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