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TOP 30 Financial planning workshops in Michigan
32 results found
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McEachran Financial
McEachran Financial, located at 17199 North Laurel Park Drive in Livonia, Michigan, is a finance institution dedicated to helping clients build a life of financial significance. John McEachran, a registered representative of LifeMark Securities, takes a unique and objective approach to financial planning to help clients live better lives. With a combination of experience, knowledge, and accessibility, John goes above and beyond for his clients, even offering in-home appointments. At McEachran Financial, the focus is on understanding clients' retirement goals and creating a personalized plan to help achieve them. Services offered include stable growth potential through risk-managed approaches, protecting loved ones after passing, and ensuring financial stability throughout retirement.
Sure Life Financial
Sure Life Financial, located at 39500 Orchard Hill Place in Novi, Michigan, is a finance institution dedicated to helping clients navigate the complexities of retirement planning. With a focus on asset security and growth, as well as providing financial clarity, Sure Life Financial stands out from other firms with their resources, expertise, and commitment to integrity. During the retirement planning process, Sure Life Financial takes a personalized approach, starting with understanding each client's goals and aspirations for the future. By working together to create a tailored plan that aligns with the client's needs, Sure Life Financial ensures that every individual leaves with a clear path towards their financial goals.
Retirement Resources
Retirement Resources is a finance institution located at 1625 North Opdyke Road in Auburn Hills, Michigan, United States. Our dedicated team of financial experts is committed to helping individuals plan for a secure and comfortable retirement. We offer a wide range of financial services, including retirement planning, investment management, and wealth preservation strategies. With our personalized approach, we strive to help our clients achieve their financial goals and enjoy a worry-free retirement. Visit us today to learn more about how Retirement Resources can help you secure your financial future.
Integro LLC
Integro LLC is a leading health institution located at 1360 South Hillsdale Road in Hillsdale, Michigan, United States. We are dedicated to providing comprehensive and personalized healthcare services to our patients. Our team of skilled professionals is committed to promoting wellness and helping individuals achieve their health goals. At Integro LLC, we prioritize patient care and strive to create a welcoming and supportive environment for all. Visit us today and experience top-quality healthcare services that prioritize your well-being.
SCORE
SCORE Kalamazoo/Southwest Michigan is a finance institution located at 1126 Gull Road in Kalamazoo, Michigan, United States. We offer free mentoring services to new and established small businesses in the Southwest Michigan area. Our mentors are dedicated to helping you succeed and unlock the secrets to Amazon selling success through our free webinar series. If you are interested in becoming a mentor yourself, we welcome you to join our team. In addition, we are excited to announce the upcoming National Small Business Week Virtual Summit hosted by the U.S. Small Business Administration and SCORE. This event will provide educational webinars, networking opportunities, and professional guidance from SCORE mentors. We believe in supporting small business owners from diverse backgrounds and providing personalized support through our SCORE for All platform.
SCORE
SCORE, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping small business owners succeed. Our experienced volunteer mentors are available to assist both current business owners and aspiring entrepreneurs in achieving their goals. Join us for our free webinar series on Amazon selling success, where you can learn valuable tips and strategies from experts in the field. Whether you're a new seller looking to grow your business or an existing seller wanting to boost your sales on Amazon, this webinar series is perfect for you.
SCORE
SCORE is a finance institution located at 938 Burdette Street in Ferndale, Michigan, United States. Our mentors are experienced entrepreneurs, corporate managers, and executives who volunteer their knowledge to help small business professionals in Southeast Michigan. Join our free webinar series to learn the secrets to Amazon selling success, or visit Goldner Walsh Garden & Home, founded in 1953 by Alfred H. Goldner. Celebrate our volunteers this month and consider becoming a SCORE mentor to give back to the community. Don't miss the National Small Business Week Virtual Summit in 2024, hosted by the U.S. Small Business Administration and SCORE. Small business owners in Southeast Michigan are seeking guidance from certified volunteer mentors like you. Interested in becoming a Certified Government Contractor in Michigan? Attend our SBA Government Contracting Webinar for more information. SCORE is funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
Grow
Grow is a finance institution located at 1333 Alger Street Southeast in Grand Rapids, Michigan. Our mission is to help individuals and businesses achieve their financial goals through expert advice and personalized financial solutions. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your savings, plan for the future, or secure a loan, Grow is here to support you every step of the way. Visit us today to learn more about how we can help you thrive financially.
Arbor-Post CDC
Arbor-Post CDC is a community development center located at 340 Cliff Street in Battle Creek, Michigan. Our mission is to empower individuals and families in our community through various programs and services. We offer educational workshops, job training programs, financial literacy classes, and access to resources for affordable housing and healthcare. Our dedicated team of staff and volunteers are committed to helping our neighbors thrive and succeed. Visit us today to see how we can support you on your journey to a brighter future.
Wexford County MSU Extension
Wexford County MSU Extension is a community-focused institution located at 9600 East 13th Street in Cadillac, Michigan. As an extension of Michigan State University, we provide research-based information and educational programs to the residents of Wexford County. Our mission is to improve the lives of individuals, families, and communities through our diverse range of services, including agriculture, nutrition, youth development, and more. Visit us to learn, grow, and connect with our knowledgeable staff and resources.
Family Owned Business Institute
The Family Owned Business Institute is a renowned institution located at 268 Fulton Street West in Grand Rapids, Michigan. As a leading resource for family-owned businesses, the institute offers expert guidance, educational programs, and networking opportunities to help these unique enterprises thrive and succeed. With a strong focus on preserving family legacies and promoting long-term sustainability, the Family Owned Business Institute is dedicated to supporting the growth and success of family-owned businesses in the United States and beyond. Visit their location in Grand Rapids to learn more about their services and how they can benefit your family-owned business.
Entrepreneur Development Institute
Entrepreneur Development Institute is a premier institution located at 17515 West Nine Mile Road in Southfield, Michigan, United States. Our institute is dedicated to providing aspiring entrepreneurs with the knowledge, skills, and resources needed to succeed in the competitive business world. Our experienced faculty members offer a wide range of courses and workshops that cover various aspects of entrepreneurship, including business planning, marketing strategies, financial management, and more. Whether you are just starting out or looking to take your existing business to the next level, Entrepreneur Development Institute is the perfect place to help you achieve your goals. Join us today and turn your entrepreneurial dreams into reality!
illumiUni College Consulting
illumiUni College Consulting is a premier institution located at 7125 Headley Street Southeast in Ada, Michigan, United States. Specializing in finance, health, and university admissions, our experienced consultants provide personalized guidance to help students navigate the college application process. From selecting the right schools to crafting standout essays, we are dedicated to helping students achieve their academic and career goals. Whether you're looking to pursue a degree in finance, health sciences, or any other field, illumiUni College Consulting is here to support you every step of the way.
The University Of Michigan Credit Union
The University of Michigan Credit Union, located at 1428 Genesys Parkway in Grand Blanc Township, Michigan, is an institution that offers ATM and financial services. They support various nonprofit organizations in the areas of arts, culture, education, health, and human services, including the Empowerment Plan in Detroit. UMCU provides free financial education workshops to help members and the community improve their financial wellness. They offer a range of products and services to the University of Michigan, Eastern Michigan University, Washtenaw Community College, and surrounding communities, including checking accounts, savings accounts, mortgages, and credit cards. Customers can bank online, use the mobile banking app, or visit branches in Ann Arbor, Ypsilanti, Dearborn, and Flint, Michigan.
University of Michigan Credit Union
University of Michigan Credit Union, located at 4901 Evergreen Road in Dearborn, Michigan, is a trusted financial institution offering a range of services including ATM access and finance options. The credit union is dedicated to supporting the community through partnerships with non-profit organizations such as Empowerment Plan, which works to empower homeless individuals. UMCU also provides free financial education workshops to help members and the community achieve better financial wellness. Serving the University of Michigan, Eastern Michigan University, Washtenaw Community College, and nearby communities, UMCU offers a variety of valuable products and services including checking accounts, savings accounts, mortgages, and credit cards. Bank online, through the mobile banking app, or visit one of the branches in Ann Arbor, Ypsilanti, Dearborn, or Flint, MI to access these services.
Hudson Wealth Management
Hudson Wealth Management is a finance, health, and insurance agency located at 3180 Racquet Club Drive in Traverse City, Michigan, United States. Our team specializes in creating clear retirement plans tailored to your specific needs, so you can focus on enjoying your retirement to the fullest. Whether you prefer in-person meetings, phone consultations, or home visits, we make it convenient for you to stay on track with your financial goals. Our experienced advisors will assess your risk tolerance, optimize your portfolio, and work with tax and legal professionals to ensure a smooth transition into retirement. With retired educators on staff, we offer valuable insights into life after your career. Attend our workshops and events in Northern Michigan for in-depth knowledge and practical tips for your retirement plan. Say goodbye to mixed feelings and hello to mixed drinks, as we guide you towards a worry-free retirement. Start your journey towards financial security today with a personalized review from Hudson Wealth Management.
Primerica
Primerica is an insurance agency located at 28221 Beck Road in Wixom, Michigan, United States. As a leading provider of insurance products and financial services, Primerica is dedicated to helping individuals and families protect their assets and secure their financial futures. With a team of knowledgeable and experienced agents, Primerica offers a wide range of insurance options tailored to meet the unique needs of each client. Whether you are looking for life insurance, auto insurance, or retirement planning services, Primerica is committed to providing personalized solutions to help you achieve your financial goals. Contact Primerica today to learn more about their comprehensive insurance offerings and start planning for a more secure future.
Trotsky Insurance
Trotsky Insurance is a health insurance agency located at 6960 Orchard Lake Road, West Bloomfield Township, Michigan, United States. As insurance professionals, we always prioritize your best interest and strive to provide you with the financial confidence needed for a secure future. We specialize in helping individuals with Medicare and Insurance, offering personalized plans tailored to your unique goals and values. Our experienced team has assisted clients of all economic levels in achieving their long-term financial objectives and enjoying a comfortable retirement. We understand the importance of Medicare and offer workshops, articles, and resources to help you navigate the complex world of insurance and retirement planning. Whether you're looking to secure your retirement nest egg or protect your family from life's uncertainties, Trotsky Insurance is here to guide you every step of the way. Contact us today to learn how we can help you plan for a secure future.
Robert Beigle
Robert Beigle is a leading health institution located at 2230 East Mitchell Road in Petoskey, Michigan. Specializing in physiotherapy, our team of skilled professionals is dedicated to providing top-notch care and support to help our patients achieve optimal physical health and well-being. With a focus on personalized treatment plans and cutting-edge therapies, we strive to help individuals recover from injuries, manage chronic conditions, and improve overall mobility and function. Visit us today to experience the exceptional care and expertise that sets Robert Beigle apart as a premier healthcare provider in the United States.
Daniel Schnaar
Daniel Schnaar is a reputable medical institution located at 25500 Meadowbrook Road in Novi, Michigan. Specializing in providing top-notch healthcare services, the institution is led by a team of experienced doctors and health professionals dedicated to improving the well-being of their patients. With a focus on personalized care and cutting-edge medical treatments, Daniel Schnaar is committed to delivering high-quality healthcare in a comfortable and welcoming environment. Whether you are in need of routine check-ups, specialized treatments, or expert medical advice, you can trust Daniel Schnaar to provide exceptional care for all your health needs.
Michigan Small Business Development Center
The Michigan Small Business Development Center (SBDC) is a resource center located at 240 West Walwood in Kalamazoo, Michigan. The SBDC provides expert guidance and support to entrepreneurs and small business owners looking to start, grow, or sustain their businesses. Through one-on-one consultations, workshops, and training programs, the SBDC offers assistance with business planning, financing, marketing, and other key aspects of running a successful small business. Whether you are just starting out or looking to take your business to the next level, the Michigan SBDC is here to help you achieve your goals.
University of Michigan Credit Union - Administrative Office
The University of Michigan Credit Union - Administrative Office is located at 340 East Huron Street in Ann Arbor, Michigan, United States. This institution serves as an ATM and provides financial services. UMCU supports various nonprofit organizations, including Empowerment Plan in Detroit, MI, which assists homeless individuals. They offer free financial education workshops to help members and the community achieve better financial wellness. UMCU offers a range of products and services to the University of Michigan, Eastern Michigan University, Washtenaw Community College, and nearby communities, including checking accounts, savings accounts, mortgages, and credit cards. Bank online, through their mobile banking app, or visit one of their branches in Ann Arbor, Ypsilanti, Dearborn, and Flint, MI.
Mannor Law Group, PLLC
Mannor Law Group, PLLC is a reputable law firm located at 8226 South Saginaw Street, Grand Blanc, Michigan. Specializing in elder law, the attorneys at Mannor Law Group provide comprehensive legal and financial guidance to clients as they navigate the challenges of aging and long-term care. With a focus on holistic Life Care Planning, the firm goes beyond traditional legal services to support families dealing with dementia, Alzheimer's, Parkinson's, and other memory-related illnesses. Led by Certified Elder Law Attorney Bob Mannor, the team at Mannor Law Group is dedicated to helping clients secure government benefits, such as Medicaid and veterans' benefits, to ensure quality care for their loved ones. The firm offers services in estate planning, special needs planning, after-death administration, and more, with a commitment to proactive planning and crisis intervention.
University Of Michigan Credit Union
University of Michigan Credit Union, located at 2621 Carpenter Road in Ann Arbor, Michigan, is a finance institution that strives to improve the quality of life for its members and the surrounding communities. The institution supports various nonprofit organizations, including Empowerment Plan, which assists homeless individuals. UMCU offers free financial education workshops, such as budget building and homebuyer workshops, to help individuals achieve better financial wellness. With a range of products and services, including checking accounts, savings accounts, mortgages, and credit cards, UMCU serves the University of Michigan, Eastern Michigan University, Washtenaw Community College, and nearby communities. Bank online, through the mobile banking app, or at one of the branches in Ann Arbor, Ypsilanti, Dearborn, and Flint, Michigan.
University of Michigan Credit Union
University of Michigan Credit Union, located at 4440 Jackson Road in Ann Arbor, Michigan, is a financial institution offering services such as atm and finance. The institution supports various nonprofit organizations, including Empowerment Plan, with a focus on arts, culture, education, health, and human services. UMCU provides free financial education workshops to help members and the community achieve better financial wellness. Serving the University of Michigan, Eastern Michigan University, Washtenaw Community College, and nearby communities, UMCU offers a range of products and services including checking accounts, savings accounts, mortgages, and credit cards. Bank online, through the mobile banking app, or at branches in Ann Arbor, Ypsilanti, Dearborn, and Flint, MI.
University of Michigan Credit Union
The University of Michigan Credit Union, located at 2601 Plymouth Road in Ann Arbor, Michigan, is a financial institution offering a wide range of services including ATM access. The credit union supports various nonprofit organizations, including the Empowerment Plan in Detroit, with a mission to empower homeless individuals. UMCU also provides free financial education workshops to help members and the community achieve better financial wellness. Serving the University of Michigan, Eastern Michigan University, Washtenaw Community College, and surrounding communities, UMCU offers checking accounts, savings accounts, mortgages, credit cards, and more. Bank online, through the mobile banking app, or at branches in Ann Arbor, Ypsilanti, Dearborn, and Flint, Michigan.
Mannor Law Group
Mannor Law Group, located at 805 Oakwood Drive in Rochester, Michigan, is a dedicated law firm specializing in elder law and estate planning. Unlike other law firms that solely focus on the legal and financial aspects of aging, Mannor Law Group takes a holistic approach to planning for the future. They provide guidance on financial and legal protections, as well as lifelong support through all stages of aging and death. The team at Mannor Law Group is highly knowledgeable and professional, offering a range of services including estate planning, special needs planning, veterans’ benefits, Medicaid planning, and after-death administration. Their founding attorney, Bob Mannor, is a Certified Elder Law Attorney and has a stellar track record of helping Michigan seniors access government benefits for long-term care.
Advance Resources and Consulting
Advance Resources and Consulting is a leading institution located at 900 East Front Street in Traverse City, Michigan, United States. We specialize in providing top-notch consulting services to help businesses and individuals achieve their goals and navigate through challenges. Our team of experienced consultants offer expert advice and innovative solutions in areas such as business strategy, human resources, marketing, and more. With a focus on excellence and client satisfaction, Advance Resources and Consulting is dedicated to helping our clients thrive and succeed in today's competitive business environment.
Bridgeriver Advisors LLC
Bridgeriver Advisors LLC, located at 40900 Woodward Avenue, Bloomfield Hills, Michigan, United States, is a finance institution dedicated to empowering individuals to become financially independent. They offer workshops that provide essential information about retirement, with a focus on increasing income and lowering taxes during retirement. Dan Casey, an investment advisory representative of Bridgeriver Advisors, LLC, provides advisory services to help individuals with retirement and financial planning. Please note that the information provided on their website is developed from sources believed to be accurate and complete, but no guarantee is given for such accuracy or completeness. The institution does not provide tax or legal advice, so individuals are encouraged to consult their own legal or tax professionals for specific information regarding their situation.
Queen Tax & Accounting Solutions
Queen Tax & Accounting Solutions is a leading institution located at 26677 West 12 Mile Road, Southfield, Michigan, United States. Specializing in accounting and finance, we are dedicated to empowering your financial future with optimized tax solutions. Our team of certified tax preparers and customer support specialists utilize advanced technology to provide unparalleled tax preparation and planning services. Our virtual platform is designed for today's entrepreneur, offering accessibility, security, and comprehensive services. From basic tax filing to premium packages including audit assistance, we tailor our services to meet your unique needs and maximize deductions and credits. With ongoing advisory services, we ensure your finances are optimized throughout the year, not just at tax time.
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