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Upcoming Events

May 21 - May 23, 2024

6:00p - 8:30p

Plymouth Community Center

Retirement Planning in Today's Economy - Two Night Course

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

Past Events

May 14, 2024

6:00p - 7:00p

Rush Creek Golf Club

April 2, 2024

6:00p - 8:30p

Plymouth Community Center

Retirement Planning in Today's Economy - Two Night Course

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

February 20 - February 22, 2024

6:00p - 8:30p

Plymouth City Center II - Income Planning Group

Retirement Planning in Today's Economy - Two Night Course

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

November 15, 2023

2:00p - 3:30p

Plymouth Community Center

Taxes, IRA's and Retirement Planning

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

June 21, 2023

6:00p - 7:30p

Income Planning Group

Personal Finance - Invitation Only Event June 21

This is a private event, offered only to the children and grandchildren of our existing local clients.

May 25, 2023

1:00p - 2:30p

Plymouth Community Center

Taxes, Inflation, and Market Volatility - Plymouth Community Center May 25th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

April 12, 2023

6:00p - 7:30p

Plymouth Community Center

Taxes, Inflation and Market Volatility - Plymouth CC - April 12th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

March 29, 2023

1:00p - 2:30p

Rogers Community Center

Taxes, Inflation, and Market Volatility - Rogers Community Center March 29th

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

February 16, 2023

1:00p - 2:30p

Plymouth Community Center

Taxes, Inflation, and Market Volatility - Plymouth Community Center Feb. 16

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

February 15, 2023

1:00p - 2:30p

Plymouth Community Center

Taxes, Inflation, and Market Volatility - Plymouth Community Center

This event will present a thoughtful and insightful approach to retirement spending, investing and planning.

November 1 - November 3, 2022

6:30p - 8:30p

Plymouth Community Center

Retirement Planning in Today's Economy - Plymouth Community Center

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

October 25 - October 27, 2022

6:00p - 8:30p

Bethel University

September 10, 2022

9:00a - 1:00p

Plymouth City Center II - Income Planning Group

Retirement Workshop - Saturday, September 10th

Retirement Planning in Today's Economy This workshop will present a thoughtful and insightful approach to retirement spending, investing and planning.

June 20 - June 22, 2022

6:30p - 8:30p

Plymouth City Center II - Income Planning Group

Retirement Planning in Today's Economy - Two Night Course

Retirement Planning in Today's Economy This two night event will present a thoughtful and insightful approach to retirement spending, investing and planning.

Event Registration