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All Events

December 2019

Donation Drive for Loaves & Fishes

Stop by our 9th Street office in Kalamazoo to donate non-perishable food items for Loaves & Fishes.

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Donation Drive for the Kalamazoo Gospel Mission

Stop by our West Main office in Kalamazoo to donate winter hats, coats and gloves for the Kalamazoo Gospel Mission.

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Greater Kalamazoo Association of Realtor Holiday Celebration and Installation

GKAR 2019 Installation

We'll be at the Radisson with fellow members of GKAR, celebrating the season, honoring those members who serve tirelessly and…

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January 2020

Social Security

When Should You Begin Receiving Your Social Security Retirement Benefits? As you near retirement, one of the biggest financial decisions…

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February 2020

Financial Planning Basics

An Overview of the Financial Planning Process Everyone can benefit from a financial plan that is tailored to individual needs…

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Shaun Fischer CFS Financial Advisor

Ask the Advisor Day

Stop by our Battle Creek office to learn more about investing, planning for retirement and 401(k) rollover options from our…

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Jesse Horton CFS Financial Advisor

Ask the Advisor Day

Stop by our Plainfield office to learn more about investing, planning for retirement and 401(k) rollover options from our CFS*…

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March 2020

John Shubert CFS Financial Advisor

Ask the Advisor Day

Stop by our Gaines office to learn more about investing, planning for retirement and 401(k) rollover options from our CFS*…

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Retirement Basics

3.10.20

Will You Have Enough to Retire Comfortably? Most of us imagine retirement as a happy time, a reward for a…

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May 2020

The New Experience for Employees, Businesses and Consumers

The New Employee Experience

5.27.20

Returning to Work Safely ​Earlier this year the way the world works changed. Dramatically. How will this new paradigm affect…

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