Broker Check
14 Oct
The Financial Plan: Building Wealth Intentionally Oct 14

Description

Will your portfolio on track to support your desired retirement lifestyle? Is your college savings rate enough to provide your child a debt-free degree? This class explores the basics of financial planning and focusses on removing the question marks surrounding it. Join us to gain insights into a common sense process, one that uses historical data to show you not only where you’re headed, but also the steps you can take to make your future a little brighter. Why guess and hope when you can plan?

Date and Time

Tue, Oct 14, 2025

10:30a - 11:30a EST

Location

Cascade

3075 Charlevoix Ave SE
Grand Rapids , MI 49546
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PT1H

Event Registration

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