Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

There are no events to show

Fundamentals of Tax Planning Webinar

Apr 01, 2026 06:00 PM Eastern Daylight Time - Apr 01, 2026 07:00 PM Eastern Daylight Time
Webinar Bloomfield Hills, MI

Join us for a webinar on tax planning where Melissa Rule form Vanguard will share insights on effective strategies for mitigation and reductions.

Cybersecurity Webinar

Feb 25, 2026 06:00 PM Eastern Standard Time - Feb 25, 2026 07:00 PM Eastern Standard Time
Location To Be Determined

David McSweeny from Fidelity Investments will be joining us to discuss the importance of cybersecurity, the ways your information can be leaked and how to protect yourself.  Join us for this informative webinar.