• Upcoming
    Events
    Helping our community make informed financial decisions about the days ahead.

    Events

    Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature.

    We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
     

    Upcoming Events:

    Thursday, June 7th  – 6:30 p.m. – Mancy’s Bluewater Grille – 461 West Dussel Drive, Maumee, OH.  43537

    SAM – TESTED PRESERVATION STRATEGIES

    Thursday, June 14th  – 6:30 p.m. – Mancy’s Bluewater Grille – 461 West Dussel Drive, Maumee, OH.  43537

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, June 19th  – 6:30 p.m. – Mancy’s Bluewater Grille – 461 West Dussel Drive, Maumee, OH.  43537

    SAM – TESTED PRESERVATION STRATEGIES
    Tuesday, July 10th   – 6:30 p.m. – Evans Street Station – 110 S. Evans Street, Tecumseh, MI.  49286

    SAM – TESTED PRESERVATION STRATEGIES

    Thursday, July 12th  - 6:30 p.m. – Evans Street Station – 110 S. Evans Street, Tecumseh, MI.  49286

    SAM – TESTED PRESERVATION STRATEGIES

    Tuesday, July 17th – 6:30 p.m. – Evans Street Station – 110 S. Evans Street, Tecumseh, MI.  49286

    SAM – TESTED PRESERVATION STRATEGIES

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    These workshops fill up quickly, so a reservation is required.  By giving us your contact information, you may be offered insurance products for sale.