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

Collecting Books For Donation To RX For Reading

  • Center for Financial Planning (map)
  • Google Calendar ICS

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.

View Event →
Social Security & Longevity Planning: Don't Try This at Home
May
30
2:00 PM14:00

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.

View Event →
WEBINAR: Scam & Identity Theft Targeting Older Adults & Their Caretakers
Jun
19
1:00 PM13:00

WEBINAR: Scam & Identity Theft Targeting Older Adults & Their Caretakers

Success after Financial Exploitation (SAFE) was created by Dr. Peter Lichtenberg, PhD, director of the Institute of Gerontology at Wayne State University and one of the country's foremost researchers in safeguarding seniors from financial exploitation. SAFE is the community engagement component of IOG's Center for Financial Safety & Health. SAFE's scam and identity theft presentation educates older adults, and the people who care about them, about scamming and identity theft techniques, identification, protection and reporting. The presentation will also provide information on how to secure one on one services for older adult which will assisting them in recovering financially from being victimized.

LaToya Hall, MSW, is currently a research assistant and program coordinator at Wayne State University's Institute of Gerontology (IOG).

View Event →
Social Security & Longevity Planning: Don't Try This at Home
Jun
20
2:00 PM14:00

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.

View Event →
Social Security & Longevity Planning: Don't Try This at Home
Jun
27
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.

View Event →
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.

View Event →
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
View Event →

Caregiver Support Event
May
16
10:00 AM10:00

Caregiver Support Event

Calling all caregivers…Are you one of the millions of Americans caring for a friend or loved one with dementia or Alzheimer’s disease (or know someone who is)?  Are you tired?  Frustrated?  Feeling like your alone or that you aren’t doing the right things to care for your loved one?  Or yourself?  If you answered yes to any of these questions, then join us for this interactive session designed to support and assist caregivers in their journey.  You are important.  You are worthy.  And we want to help.

View Event →
WEBINAR: Mitigating the Tax Bite of Investment Returns
May
15
1:00 PM13:00

WEBINAR: Mitigating the Tax Bite of Investment Returns

The tax costs of investments are taken away from your investment returns. In this interactive webinar, we’ll look at your current tax situation and provide suggestions for how you can reduce the tax hit associated with your investment decisions. During this information-packed session, we’ll help you to understand:

  • Understanding your tax bracket with the new tax law
  • Why your cost basis elections matter for your taxes
  • How your choice on drawing from different types of accounts impacts your tax bill
  • The methods to make a charitable gift count toward a tax deduction with the new tax law
  • The typical tax costs associated with different types of investments, and
  • What research shows about the results of careful tax investment planning
View Event →