Featured Event:

November 11, 2021: Client Celebration Featuring Second City! at 7:30 pm… learn more

Call Us

(800) 638-6900
Client Access

Tax Planning

Categories

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

RSVP required. Limited seating.

11:00 am - 12:30 pm

Rochester Community House
816 Ludlow Avenue
Rochester, MI 48307

More here
Add to my calendar 02/11/2020 11:00 am 02/11/2020 12:30 pm America/Detroit Tax Cuts and Jobs Act Workshop RSVP required. Limited seating. Rochester Community House
Tax Planning

March 10, 2020

Tax Cuts and Jobs Act Workshop

What provisions in the new tax law could affect you and your family? RSVP required. Limited seating.

11:30 am - 1:00 pm

Springfield Oaks Activity Center
12451 Andersonville Road
Davisburg, MI 48350

More Info & RSVP
Add to my calendar 03/10/2020 11:30 am 03/10/2020 1:00 pm America/Detroit Tax Cuts and Jobs Act Workshop What provisions in the new tax law could affect you and your family? RSVP required. Limited seating. Springfield Oaks Activity Center
Tax Planning

March 10, 2020

Tax Cuts and Jobs Act Workshop

What provisions in the new tax law could affect you and your family? RSVP required. Limited seating.

6:30 pm - 8:00 pm

Springfield Oaks Activity Center
12451 Andersonville Road
Davisburg, MI 48350

More info & RSVP
Add to my calendar 03/10/2020 6:30 pm 03/10/2020 8:00 pm America/Detroit Tax Cuts and Jobs Act Workshop What provisions in the new tax law could affect you and your family? RSVP required. Limited seating. Springfield Oaks Activity Center
Tax Planning

March 24, 2020

Taxes in Retirement

How might the new tax provisions affect you? RSVP required. Limited seating.

7:00 am - 7:45 am

Courtyard by Marriott Detroit Warren
30190 Van Dyke Avenue
Warren, MI 48093

RSVP Here
Add to my calendar 03/24/2020 7:00 am 03/24/2020 7:45 am America/Detroit Taxes in Retirement How might the new tax provisions affect you? RSVP required. Limited seating. Courtyard by Marriott Detroit Warren
Tax Planning

March 24, 2020

Taxes in Retirement

How might the new tax provisions affect you? RSVP required. Limited seating.

11:30 am - 12:15 pm

Courtyard by Marriott Detroit Warren
30190 Van Dyke Avenue
Warren, MI 48093

RSVP Here
Add to my calendar 03/24/2020 11:30 am 03/24/2020 12:15 pm America/Detroit Taxes in Retirement How might the new tax provisions affect you? RSVP required. Limited seating. Courtyard by Marriott Detroit Warren