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

Archived events

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

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.