Featured Event:

February 11, 2020: Tax Cuts and Jobs Act Workshop at 11:00 am… learn more

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Tax Planning

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Retirement Tax Planning

March 11, 2019

Retirement: The Survival Guide – Creating Tax Free Cash Flow

Careful thought and a meaningful plan behind your retirement dreams can make an impactful difference in the amount of taxes you pay, the rate your portfolio spends down, and your ability to use other meaningful strategies.

7:00 pm - 9:00 pm

Oakhurst Golf and Country Club
7000 Oakhurst Lane
Clarkston, MI 48348

RSVP Here
Add to my calendar 03/11/2019 7:00 pm 03/11/2019 9:00 pm America/Detroit Retirement: The Survival Guide – Creating Tax Free Cash Flow Careful thought and a meaningful plan behind your retirement dreams can make an impactful difference in the amount of taxes you pay, the rate your portfolio spends down, and your ability to use other meaningful strategies. Oakhurst Golf and Country Club
Retirement Tax Planning

March 12, 2019

Retirement: The Survival Guide – Creating Tax Free Cash Flow

Careful thought and a meaningful plan behind your retirement dreams can make an impactful difference in the amount of taxes you pay, the rate your portfolio spends down, and your ability to use other meaningful strategies.

7:00 pm - 9:00 pm

Oakhurst Golf and Country Club
7000 Oakhurst Lane
Clarkston, MI 48348

RSVP Here
Add to my calendar 03/12/2019 7:00 pm 03/12/2019 9:00 pm America/Detroit Retirement: The Survival Guide – Creating Tax Free Cash Flow Careful thought and a meaningful plan behind your retirement dreams can make an impactful difference in the amount of taxes you pay, the rate your portfolio spends down, and your ability to use other meaningful strategies. Oakhurst Golf and Country Club
Tax Planning

February 11, 2020

Tax Cuts and Jobs Act Workshop

Please contact us for more details and to reserve your seat. RSVP required. Limited seating.

11:00 am - 12:30 pm

Rochester Community House
816 Ludlow Avenue
Rochester, MI 48307

Tax Planning

March 10, 2020

Tax Cuts and Jobs Act Workshop

Please contact us for more details and to reserve your seat. RSVP required. Limited seating.

11:30 am - 1:00 pm

Springfield Oaks Activity Center
12451 Andersonville Road
Davisburg, MI 48350

Tax Planning

March 10, 2020

Tax Cuts and Jobs Act Workshop

Please contact us for more details and to reserve your seat. RSVP required. Limited seating.

6:30 pm - 8:00 pm

Springfield Oaks Activity Center
12451 Andersonville Road
Davisburg, MI 48350