Events

Michigan Office Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join our team for our annual Shred Day event. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along!

Wine & Wisdom - Medicare & Social Security

This jam-packed event will highlight the need-to-know facts about Medicare and Social Security, including when you may be eligible, what options to select, and how to factor in your spouse's decisions into your plan.  We will also cover survivors' and disability benefits, along with probable projections for the future.

Ohio Office Shred Day

There's nothing more important than protecting your identity. Responsibly destroying sensitive documents is a smart way to stay safe. Please join our team for our annual Shred Day event. Every ton of recycled paper saves 17 trees, so feel free to bring your friends and loved ones along! For this event, it is a drive-through style, and only paper will be accepted.  

Wine & Wisdom - Structured Products

Do you understand structured products or how they may be a good complement to your portfolio?  Our team will cover the ins and outs of these intricate investments, as for some investors, they can be a great way to hedge risk and still receive income payments during volatile times in the stock and bond markets.

Wine & Wisdom - Estate Planning

Do you need a will or trust?  How should you set up your beneficiaries on financial accounts?  What will happen to your assets if you or a loved one passes away?  Our team will answer these questions - and more - during this valuable workshop.

Wildlife Safari Client Appreciation Event

Annual Shred Day

Please join our team for our annual Shred Day, which will feature free on-site shredding, along with complimentary refreshments (such as bagels and mimosas!) for those that stop inside our office.

2022 Speaker Series

Medicare Expert Clarence Broadnax will be discussing when and how to claim Medicare, the basics of Advantage and Medigap plans, and how to know if you have the right policy for you.