Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

Attend an Event

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.

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Save Your Spot

We love sharing time and learning opportunities with our dynamic friends and clients. Won’t you join us?

Apr
11
Smart Tax Retirement
6:00 pm | Fleming’s Prime Steakhouse & Wine Bar
Apr
12
Smart Tax Retirement
6:00 pm | Fleming’s Prime Steakhouse & Wine Bar
Apr
13
Smart Tax Retirement
6:00 pm | Fleming’s Prime Steakhouse & Wine Bar
Apr
26
Smart Tax Retirement
6:00 pm | Mitchell’s Fish Market – Rochester Hills
Apr
27
Smart Tax Retirement
6:00 pm | Mitchell’s Fish Market – Rochester Hills
May
09
Smart Tax Retirement
6:00 pm | Morton’s The Steakhouse
May
10
Smart Tax Retirement
6:00 pm | Morton’s The Steakhouse
May
11
Smart Tax Retirement
6:00 pm | Morton’s The Steakhouse
Jun
13
Smart Tax Retirement
6:00 pm | Fleming’s Prime Steakhouse & Wine Bar
Jun
14
Smart Tax Retirement
6:00 pm | Fleming’s Prime Steakhouse & Wine Bar
Jun
15
Smart Tax Retirement
6:00 pm | Fleming’s Prime Steakhouse & Wine Bar
Jul
11
Smart Tax Retirement
6:00 pm | Mitchell’s Fish Market – Rochester Hills
Jul
12
Smart Tax Retirement
6:00 pm | Mitchell’s Fish Market – Rochester Hills
Jul
13
Smart Tax Retirement
6:00 pm | Mitchell’s Fish Market – Rochester Hills

Meet With Us One-on-One

If you’d rather set up a complimentary, one-on-one visit now, we’re always ready to talk. Get started today.

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