Filed under: Education and Insights
We share timely insights on the economy, markets, and our commitment to assisting you to preserve your family’s financial legacy. WEBINAR TOPICS INCLUDE: Our outlook for the economy and financial markets. An overview of how our portfoli...
Filed under: Education and Insights
If you couldn’t attend the Outlook 2018 webinar, don’t worry, we recorded it! Please click the link below to view the webinar. Topics include: An overview of the recent tax law changes and what they mean to you. Our outlook for the ec...
Filed under: Education and Insights
Making a charitable donation is not only a chance to make a difference, it’s also an excellent way to reduce your tax burden for the year. To provide timely education and insights, we are pleased to announce Kim Laughton, as our guest sp...
Filed under: Education and Insights
Silka Gonzalez, a leading Information Technology security expert, is our webinar guest speaker on the topic of cyber security. Each day internet criminals attempt to steal the identities of unsuspecting individuals. News reports frequently appea...
Filed under: Education and Insights
We share timely insight on the economy, markets and financial planning strategies in this educational webinar video. Topics include: What President Trump’s economic plan means to you What to know in light of potential tax law reform Ho...
Filed under: Education and Insights
We’re pleased to announce a webinar series on the topic of aging, presented in partnership with The Alzheimer’s Association – Greater Michigan Chapter and Planning Alternatives. Capabilities of loved ones can change over time, ...
Filed under: Education and Insights
Planning Alternatives’ Outlook 2016 Webinar shares timely insight to help you gain a better understanding of issues relating to the economy, investing and financial planning in this educational video. By watching you’ll learn: How fin...
Filed under: Education and Insights
July 15 | WEBINAR Each day internet criminals attempt to steal the identities of unsuspecting individuals. News reports frequently appear regarding data breaches at major retailers, leaving consumers scrambling to protect their information...
Filed under: Events
Social Security plays an important role in every person’s retirement plan. But understanding which option to elect can be very confusing. Join us for a 45 minute webinar – Understanding Social Security Claiming Strategies. We’l...
Filed under: Education and Insights
Please join us for a 45 minute webinar and discover how incorporating tax awareness into your investment strategy can impact your bottom line. Topics include: The benefits of holding Exchange Traded Funds in your portfolio. How tax-loss harvesti...
