Collecting Books For Donation To RX For Reading
May
1
to Jul 31

Collecting Books For Donation To RX For Reading

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We’re collecting books for donation to Rx for Reading to fill the Little Libraries in neighborhoods throughout Metro Detroit. Please donate your gently used or new books, appropriate for elementary through high-school aged students. We can also accept monetary donations (Rx for Reading Detroit is able to purchase books at a deep discount). The Little Libraries used by Rx for Reading are constructed by Center client John Mio.

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Social Security & Longevity Planning: Don't Try This at Home
Aug
15
6:30 PM18:30

Social Security & Longevity Planning: Don't Try This at Home

Social Security is an extremely important component to your overall retirement game plan so it’s critical that you understand how your benefit functions.  During our discussion, we’ll review different filing options, touch on the impact of taking benefits early and also discuss how you might incorporate Social Security planning into your own retirement income strategy.

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WEBINAR: The Big Four: Understanding Estate Documents
Aug
21
1:00 PM13:00

WEBINAR: The Big Four: Understanding Estate Documents

Whether you are in need of an estate plan or already have one in place, this webinar will provide insight into the four most common legal documents, which provide the fundamental building blocks for estate planning. 

We will cover the basics of Wills, Living Trusts, Durable Powers of Attorney for Finances, and Health Care Powers of Attorney. In plain English, devoid of legalese (mostly), you will learn the following:

  • Why everyone needs a will – even if you have a Living Trust
  • Planning considerations for families with minor children
  • A brief overview of the current estate tax environment
  • Why a Living Trust might be appropriate in your planning
  • An overview of financial powers of attorney and health care directives
  • Why properly titling assets is critical in estate planning
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