Current events

Currently there are no upcoming events. Stay tuned for new events posted regularly! 

What in the World Is Going On?

A Webinar and live Q&A with Jeffrey Kleintop, Managing Director, Chief Global Strategist, Charles Schwab and Nathan Mersereau, CEO, Planning Alternatives

Thursday, May 22, 2025

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Archived events

Outlook 2025: Blue Zone Solutions for a Longer Life with Dan Buettner

Outlook 2025: Blue Zone Solutions for a Longer Life with Dan Buettner

Wednesday, January 29, 2025

Birmingham, MI, Sarasota, FL, Naples, FL, Jackson Hole, WY, and Online

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Shift Your Money Mindset

A live webinar with Dr. Julie Colwell and Nathan Mersereau

Tuesday November 12, 2024

Let’s connect.

We’d love to talk about what you and your family need and how we can help.