Events

January 6th, 2022- 5 Smart Investing Principals Workshop

We will be holding our first workshop on January 6th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm to 8:00pm. In this presentation, we will go over key concepts that could help you understand what it takes to create an investment portfolio that is designed to pursue your investment goals. Click below for an example of the presentation.

Presentation

January 13th, 2022- Distributions from Retirement Plans

Our next workshop will be held on January 13th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm-8:00pm. This presentation will help those by gaining a deeper understanding of different kinds of retirement distributions, additional investment strategies, and some general advice for the future. Click below for an example of the presentation.

Presentation

January 20th, 2022- Wealth Management 101

This workshop will be held on January 20th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm-8:00pm. This presentation will contain strategies to help protect your lifestyle from rising costs, common investing pitfalls, key principles of investing, and much more. Click below for an example of the presentation.

Presentation

February 3rd, 2022- 5 Smart Investing Principals Workshop

Our next workshop will be held on January 6th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm to 8:00pm. In this presentation, we will go over key concepts that could help you understand what it takes to create an investment portfolio that is designed to pursue your investment goals. Click below for an example of the presentation.

Presentation

February 10th, 2022- Distributions from Retirement Plans

Our next workshop will be held on February 10th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm-8:00pm. This presentation will help those by gaining a deeper understanding of different kinds of retirement distributions, additional investment strategies, and some general advice for the future. Click below for an example of the presentation.

Presentation

February 17th, 2022- Wealth Management 101

This workshop will be held on February 17th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm-8:00pm. This presentation will contain strategies to help protect your lifestyle from rising costs, common investing pitfalls, key principles of investing, and much more. Click below for an example of the presentation.

Presentation

February 24th, 2022- 5 Smart Investing Principals Workshop

Our next workshop will be held on February 24th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm to 8:00pm. In this presentation, we will go over key concepts that could help you understand what it takes to create an investment portfolio that is designed to pursue your investment goals. Click below for an example of the presentation.

Presentation

March 3rd, 2022- Distributions from Retirement Plans

Our next workshop will be held on March 3rd, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm-8:00pm. This presentation will help those by gaining a deeper understanding of different kinds of retirement distributions, additional investment strategies, and some general advice for the future. Click below for an example of the presentation.

Presentation

March 10th, 2022- Wealth Management 101

This workshop will be held on March 10th, 2022 at the Al!ve Center (800 W Lawrence Ave, Charlotte, MI 48813) from 7:00pm-8:00pm. This presentation will contain strategies to help protect your lifestyle from rising costs, common investing pitfalls, key principles of investing, and much more. Click below for an example of the presentation.

Presentation