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Events

Re-Engineering Retirement

January 17, 2017 6:30p - 8:00p Central Standard Time

Rochester Mills Beer Co.

Portfolio Construction for turbulent markets and other Pre-Retirement disruptions. Complimentary Dinner served.

 

Re-Engineering Retirement

January 18, 2017 11:30a - 1:00p Central Standard Time

Rochester Mills Beer Co.

Portfolio Construction for turbulent markets and other Pre-Retirement disruptions. Complimentary Lunch will be served.

 

Dinner/Discussion - Keep What You Earn

January 25, 2017 6:30p - 9:00p Eastern Standard Time

The Capital Grille

Educational Dinner on current market conditions, financial strategies and help with keeping more of what you earn in 2017.

 

Craft Beer Tasting-Young Professionals

January 25, 2017 7:00p - 9:00p Central Standard Time

Jimmy John’s Field Ballpark. AAA Club

Evening of Beer Tasting and how to build a Winning Financial Team: Investment, Legal and Tax Guidance for all investment levels. Guest Speaker: Lawyer Michael Rutkowski who specializes in estate planning, elder law and probate

 

Women & Wealth – When 2 become 1

February 9, 2017 6:00p - 9:00p Eastern Standard Time

Emagine Rochester Hills Theatre, Michigan

Women gaining confidence around their financial situation, plans and goals. Presented in an evening centered on fellowship, warmth, humor and beauty.

 

Inlet Beach Florida Dinner Presentation

September 26 - September 27, 2017 6:30p - 9:00p Eastern Standard Time

Tim Creehan's Cuvee 30A Restaurant

Informative evening hosted by Clint Gharib of Integrous Investing with guest speakers Tim Mowrer and Jeff Schade. A truly unique event delivering trusted consumer take aways tapping into our over 75 years of combined financial market experience.

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