Educational Series

The Modern Wealth Management Educational Series is a recurring event. Every two weeks on Wednesdays at 6 PM, we’ll be airing a webinar covering a retirement planning topic. Once you enroll, we will notify you of every bi-weekly educational webinar, so you don’t have to register multiple times.

Online
May 22, 2024 | 6:00pm

Educational Series – 2024 Tax Brackets – What You Need to Know

Next up in the Modern Wealth Management Educational Series is Q1 2024 Quarterly Market Update with Corey Hulstein, CPA.

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Art Tasting and Travel Club Event
The Restaurant at 1900
February 19, 2026 | 6:00pm - 8:00pm

2/19/2025: Special Wine Tasting with Juls and Sommelier Matthew Ferris

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Workshop
Troy, MI Location
February 24, 2026 | 6:00pm - 7:00pm

Building Your Financial Plan

Join Pete Wargo, Kyle Akers, and Kade Messner as they help you learn to build a financial plan of your own. They'll cover all the critical steps and considerations to help you achieve your financial goals.

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