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Please join us for upcoming events listed below.

Upcoming Events

October 4, 2023

1:00p - 2:00p

Salem-South Lyon District Library

Savvy Social Security Planning: Can you join us for a FREE discussion?

What Baby Boomers Need to Know to Maximize Retirement Income. Baby boomers want to know: Will Social Security be there for me?  How much can I expect to receive?  When should I apply for Social Security?  How can I maximize my benefits?  Will Social Security be enough to live on in retirement? Join Nadine Burns, MBA, CFP®, AIF® for the answers to these and many other questions! 

October 11, 2023

6:00p - 7:30p

The Arc, Livingston

Special Needs Financial Planning: Six Steps for Charting a Path with Confidence

Financial planning when you have a child with special needs can feel overwhelming. How do you plan for your own needs as you age, as well as for your child when you are no longer able to care for them? In this informative presentation, Deb Purcell, CFP® a Chartered Special Needs Consultant® breaks the process down into manageable pieces so that you can create a plan at your pace, and update it as needed. Valuable information will include: Charting your planning timeline Assessing your situation Building your professional team Understanding funding options

October 18, 2023

1:00p - 2:00p

Salem-South Lyon District Library

Managing Health Care Expenses in Retirement: What Baby Boomers Need to Know About Medicare and Long-Term Care

Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs. Please join our associates Nadine Burns and Laurie Piper for this educational workshop.

Event Registration