Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Sep
26
6:30 PM18:30

Retirement Income Planning: How to Re-Create a Paycheck in Retirement

A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.” 

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Social Security & Longevity Planning: Don't Try This at Home
Oct
11
7:00 PM19:00

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.

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Long Life Planning
Oct
17
6:00 PM18:00

Long Life Planning

Go beyond traditional retirement planning and tackle topics such as long-term care planning, difficult conversations with family, aging and end-of-life planning. Discuss resources, downsizing, housing and care options, legal and financial guidance and more. Plan now for your later life.

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Social Security & Longevity Planning: Don't Try This at Home
Oct
17
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.

REGISTER HERE

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The New Tax Laws and How They May Affect You
Oct
17
7:00 PM19:00

The New Tax Laws and How They May Affect You

The Tax Cuts and Jobs Act (TCJA), signed into law last December, brings many changes to both corporate and individual tax laws in 2018.  If you’ve asked yourself, “what do these changes mean for me?”, you’re certainly not alone!  During our 50 minute discussion, we’ll review some of the most notable changes and offer advice on ways to potentially reduce your current and future tax bill by taking advantage of underutilized financial planning strategies.

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Social Security & Longevity Planning: Don't Try This at Home
Oct
24
7:00 PM19:00

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.

REGISTER HERE

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Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Oct
25
7:00 PM19:00

Retirement Income Planning: How to Re-Create a Paycheck in Retirement

A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.” 

REGISTER HERE

View Event →
Social Security & Longevity Planning: Don't Try This at Home
Nov
13
7:00 PM19:00

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.

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Serving as a Financial Fiduciary
Nov
14
6:00 PM18:00

Serving as a Financial Fiduciary

Being responsible for someone else’s financial finances is a huge responsibility. Learn what it means to serve in the role of a financial fiduciary - persons required to always act in the best financial interest of someone else. Learn where to find guidance and resources, how to avoid scams and how to establish sound, long-term planning.

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Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Nov
27
7:00 PM19:00

Retirement Income Planning: How to Re-Create a Paycheck in Retirement

A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.” 

View Event →
Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Dec
5
6:30 PM18:30

Retirement Income Planning: How to Re-Create a Paycheck in Retirement

A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.”

REGISTER NOW

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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.

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