Events

True Wealth Assessment

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Everyone has their own unique relationship with money. Take this quiz to uncover the unconscious beliefs and emotional patterns that can drive your financial decisions.

Takes 2-3 minutes.

Money Personality Quiz

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True Wealth isn’t just about your financial portfolio. It encompasses everything that makes life rich and vibrant. Take the assessment to see where you are on your journey.

Takes 7-8 minutes.

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Outlook 2026: The Future is Now

Understanding AI and Leveraging Technology for True Wealth with Rajeev Kapur

Thursday, January 22, 2026
11am EST / 9am MT

View details & Register

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Season Contemporary Art Fair

A Planning Alternatives sponsored event with panelist Nathan Mersereau

Saturday, September 27

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Unraveling Medicare

A webinar and live Q&A with Joanne Giardini-Russell of Giardini Medicare Hosted by Planning Alternatives

Wednesday, September 10, 2025

View webinar recording

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Woodward Dream Cruise

A front-row view of one of Michigan’s most iconic automotive events.

Saturday, August 16, 2025

Jeffrey Kleintop

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

View Webinar Recording

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

View Webinar Recording & Resources

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Shift Your Money Mindset

A live webinar with Dr. Julie Colwell and Nathan Mersereau

Tuesday November 12, 2024

View Webinar Recording & Resources