Retirement Planning Today®

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater.

By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risk and protect your assets from potential long term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

The cost to attend this course is $65. You may have a spouse or guest attend for free. You will receive a comprehensive workbook with all of the information from the course. Call our office at 231.947.3992 to request more information or a course schedule.

Latest Radio Show

Roth conversion tax filing information.
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Dennis and Norm discuss goal setting and details surrounding the Tax Relief Act of 2010.
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Upcoming Classes

- 12/31/69

 

Prout Financial Design Office

INVEST Financial Corporation does not provide tax or legal advice. Please consult your tax and/or legal adviser for guidance on your particular situation.

INVEST Financial Corporation (INVEST), member FINRA, (www.FINRA.org), SIPC (www.SIPC.org), a registered broker dealer and registered investment adviser, is not affiliated with Prout Financial Design. Securities, advisory services and insurance products are offered through INVEST and affiliated insurance agencies.

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