Events & Webinars
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Meet the lead advisors and authors who have helped thousands of people prepare for retirement. This session will give you a high-level look at what financial planning really means—and how it can change your life.
Life throws curveballs. This session focuses on planning for risk—so that unexpected events (which are inevitable!) don’t derail your retirement. You’ll learn how to safeguard your income and assets with confidence.
Wondering if you’re on track? This session helps you understand your current financial position, identify what you’ll need to retire comfortably, and uncover key strategies to get there. You'll leave knowing what steps to take now to retire when you want—on your terms.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Join Kali Hassinger, CFP®, CSRIC® and Mallory Hunt for our annual discussion on ESG investing as they share updates, discuss ESG basics, and provide information on The Center's ESG approach.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Join us for our annual Shred Day where we’ll help you safely recycle your sensitive documents!
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Join Partner and Director of Investments, Angela Palacios, CFP®, AIF®, on Zoom for a discussion on world markets, the U.S. economy, and The Center's 2025 investment outlook.
Join Partner and Director of Investments, Angela Palacios, CFP®, AIF®, in-person for a discussion on world markets, the U.S. economy, and The Center's 2025 investment outlook.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
As another year comes to an end, we invite you to take a moment to reflect on 2024 and begin to prepare for 2025. Every year, we create a year-end planning guide to help you get started and 2024 is no exception!
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Thinking about Medicare? So are we! And we’ve got the answers to your biggest questions.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Are you retired or planning to retire before age 65? Wondering what your options for healthcare might be? We have information to help!
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Does the thought of college planning seem overwhelming? Not sure where to start when it comes to college admissions and financial aid? Don’t worry, you’re not alone!
Questions about your retirement in today's new normal?
Join Nick Defenthaler, CFP®, RICP® in Farmington Hills as he shares his knowledge and expertise on these important and timely concepts.
Are you concerned about how election outcomes will affect your investment strategy and goals? Then you won’t want to miss this webinar!
Questions about your retirement in today's new normal?
Join Nick Defenthaler, CFP®, RICP® in Brighton as he shares his knowledge and expertise on these important and timely concepts.
Get tools for your love one’s care and for your well being!
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
Questions about your retirement in today's new normal?
Join Nick Defenthaler, CFP®, RICP® in Farmington Hills as he shares his knowledge and expertise on these important and timely concepts.
Questions about Your Retirement in Today's New Normal? In this webinar, we’ll be sharing several tips and strategies to potentially lower your taxes now AND in the future.
Join us for our annual Shred Day where we’ll help you safely recycle your sensitive documents!
During our time together, we’ll be covering several important Social Security topics such as full retirement age (FRA) and how that effects benefit size, taxation of Social Security, common pitfalls, and spousal/survivor benefits.
