Events
Take a look at where we will be in the community next!
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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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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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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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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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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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*…
See DetailsMarch 2020
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
Will You Have Enough to Retire Comfortably? Most of us imagine retirement as a happy time, a reward for a…
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The New Employee Experience
Returning to Work Safely Earlier this year the way the world works changed. Dramatically. How will this new paradigm affect…
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