Events
Take a look at where we will be in the community next!
All Events
February 2020
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…
See DetailsMay 2020
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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The New Business & Consumer Experience
Roles, Routines & Functions in the New Economy Earlier this year the way the world works changed. Dramatically. How will…
See DetailsThe New Tech Experience
Leveraging Technology to Serve Safely Earlier this year the way the world works changed. Dramatically. How will this new paradigm…
See DetailsJuly 2020
Your Money. Your Life. And your credit scores mean what exactly?
It's your money. You earn it; you spend it. But what does that mean for long-term success? You know your…
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Your Money. Your Life. And budgeting isn’t boring.
It's your money. You earn it; you spend it. But do you really understand how you’re using it? Budgeting doesn't…
See DetailsAugust 2020
Your Money. Your Life. And there is an app for that!
It's your money. You earn it; you spend it. But how are you keeping track? These days literally whatever you…
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