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Please join us virtually on Thursday, April 29, 2021 from 10:00am – 11:00am. It is never too soon, or too late, to plan for important issues such as retirement or other major events that require some financial comfort. Join in a discussion with Reid Beyerlein, Financial Advisor and Branch Manager of Raymond James in Berkley […]
Please join us virtually on Thursday, March 25th, 2021 from 11:00am – 12:00pm. Long-time journalists and unlikely friends Stephen Henderson and Nolan Finley launched the Civility Project, where they show that civility IS possible, and why we should all embrace it as a way to move ourselves forward in life and in work. They also […]
Thank you to those who were able to join us virtually on Wednesday, February 24, 2021 from 9:00 a.m. until 10:15 a.m. This important discussion was sponsored by the Schoolcraft College Foundation in conjunction with the Rotary Club of Plymouth A.M. and featured: Emily Somers, Ph.D. EpidemiologyUniversity of Michigan -and-Kara GavinResearch and Policy Media Relations […]
On Tuesday, December 15th, 2020 from 9:00 a.m. to 10:30 a.m. we met virtually with Moderator Kurt Nagl from Crain’s Detroit Business and panelists Jill Garvy from Huntington Private Bank, Cedrick Howie economics professor at Schoolcraft College, Phil Serra from Merrill Lynch Wealth Management, and Dewy Steffen from Great Lakes Wealth. We discovered what we can learn from 2020 and what we can apply to our financial planning for 2021.
On Tuesday, November 17th, 2020 from 9:00 a.m. to 10:00 a.m. we will virtually meet with Donald P. Kent, a financial advisor with Bernstein Private Wealth Management since 2000. Don will share his expertise on how simple planning will take some of the worry out tax season, and allow us to retain more of the “joy” of the holiday season a little longer.
With a Presidential Election looming over the United States, many Americans are wondering what effect this will have on investment portfolios, along with savings, 401(k)/IRA accounts. William “Will” Thorpe, the Chief Marketing and Development Officer of the Institutional Division of Mason Investment Advisory Services, Inc. led us through a discussion of historical market performance during […]
On September 22, 2020 the Schoolcraft College Foundation partnered with Financial Advisor Diane Young, Founder and President of the Athena Financial Group, located in Rochester Hills, Michigan. Financial Advisor Diane Young will led a panel through a presentation on the planning opportunities and pitfalls for the generations who are “squeezed” in between their own children […]
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