Events
Upcoming Events
June 3, 2026
5:30p - 6:30p
Advanced Wealth Strategies - Howell Office
Your Financial Dashboard: Mastering eMoney
Join us forApps and Apps, a quarterly in-person tech tutorial series designed to help clients and team members explore useful digital tools—while enjoying light appetizers and good company. Each session will focus on a specific app or tech topic, with hands-on guidance and Q&A. Our June session’s focus is your financial dashboard, simplified. You’ll discover how to navigate eMoney with confidence, understand key features, and use the platform to gain clearer insight into your financial picture. Spots are limited, so be sure to reserve your seat early!
June 4, 2026
5:30p - 6:30p
Advanced Wealth Strategies - Ann Arbor Office
Your Financial Dashboard: Mastering eMoney
Join us forApps and Apps, a quarterly in-person tech tutorial series designed to help clients and team members explore useful digital tools—while enjoying light appetizers and good company. Each session will focus on a specific app or tech topic, with hands-on guidance and Q&A. Our June session’s focus is your financial dashboard, simplified. You’ll discover how to navigate eMoney with confidence, understand key features, and use the platform to gain clearer insight into your financial picture. Spots are limited, so be sure to reserve your seat early!
June 9, 2026
5:30p - 6:30p
Virtual Webinar!
Peace of Mind Planning: Protecting Your Income and Loved Ones
Join us for this powerful webinar designed to help you understand how to protect your income, safeguard your family’s financial future, and create true peace of mind through thoughtful planning. In this session, we’ll unpack the two pillars of financial protection: income protection and life insurance. You’ll learn how disability insurance works, what gaps may exist in employer‑provided benefits, how to evaluate life insurance needs, and how both forms of protection support your long‑term financial resilience. Whether you’re supporting a family, building your career, or planning for future goals, this conversation will give you clarity, confidence, and actionable steps to strengthen your plan.
June 16, 2026
12:30p - 1:00p
Webinar - Zoom Link Sent Upon Registration
Professional Exchange: Skin Health, Confidence & Modern Aesthetic Care with Christina Simon
Join Christina Simon, Owner of FACE FOUNDRIÉ, for a conversation on accessible, results‑driven skincare. Christina will share how routine facial care, modern aesthetic services, and personalized skin strategies can help individuals look and feel their best.
July 21, 2026
12:30p - 1:00p
Webinar - Zoom Link Sent Upon Registration
Professional Exchange: Navigating Life & Health Insurance with Bridget Robinson
Join Bridget Robinson, Life & Health Client Advisor at Acrisure, for a practical, easy‑to-understand session on insurance planning. Bridget specializes in helping individuals and families make informed decisions around life insurance, disability coverage, health options, and overall risk protection.
August 18, 2026
12:30p - 1:00p
Webinar - Zoom Link Sent Upon Registration
Professsional Exchange: Travel Experiences, Concierge Planning & Memory‑Making Journeys with Vinal Desai Burbeck
Join Vinal Desai Burbeck, Chief Experience Officer at Wanderlark, for an inspiring conversation on curated travel experiences. Vinal specializes in designing meaningful, personalized trips that prioritize connection, ease, and unforgettable moments.
September 2, 2026
5:30p - 6:30p
Advanced Wealth Strategies - Howell Office
ClientWorks Unlocked: See Your Accounts Like Never Before
Join us for Apps and Apps, a quarterly in-person tech tutorial series designed to help clients and team members explore useful digital tools—while enjoying light appetizers and good company. Each session will focus on a specific app or tech topic, with hands-on guidance and Q&A. Our September session's focus is ClientWorks. You will learn how to navigate ClientWorks with confidence, access key features, and make the most of your account tools. Spots are limited, so be sure to reserve your seat early!
September 3, 2026
5:30p - 6:30p
Advanced Wealth Strategies - Ann Arbor Office
ClientWorks Unlocked: See Your Accounts Like Never Before
Join us for Apps and Apps, a quarterly in-person tech tutorial series designed to help clients and team members explore useful digital tools—while enjoying light appetizers and good company. Each session will focus on a specific app or tech topic, with hands-on guidance and Q&A. Our September session's focus is ClientWorks. You will learn how to navigate ClientWorks with confidence, access key features, and make the most of your account tools. Spots are limited, so be sure to reserve your seat early!
September 9, 2026
Webinar - Zoom Link Below
The Fragile Decade: Turning Retirement Apprehension Into Anticipation
Retirement is one of life’s most meaningful transitions — and yet, it’s also one of the most misunderstood. The five years leading up to retirement and the five years that follow it make up what researchers call “The Fragile Decade”: a critical window where financial decisions, emotional readiness, clarity of vision, and lifestyle structure have the greatest impact on long‑term retirement happiness. This session will guide you through the emotional and financial roadmap of this decade so you can replace uncertainty with confidence, purpose, and anticipation. Together, we’ll explore the predictable phases of major life transitions, why retirement often feels more emotionally challenging than expected, and the practical steps you can take to prepare both your finances and your lifestyle for this new chapter.
October 20, 2026
12:30p - 1:00p
Webinar - Zoom Link Sent Upon Registration
Professional Exchange: Commercial Insurance Essentials with Lisa Kennedy
Join Lisa Kennedy, Commercial Lines Service Director at TDA Insurance & Financial, for a session focused on protecting businesses through effective insurance strategy. Lisa works directly with business owners to evaluate risks, understand evolving coverage needs, and simplify what can often feel like an overwhelming process.
November 17, 2026
12:30p - 1:00p
Webinar - Zoom Link Sent Upon Registration
Professional Exchange: Community Impact Spotlight — Gleaners Community Food Bank
This Professional Exchange shines a spotlight on Gleaners Community Food Bank, one of the region’s most impactful nonprofits addressing food insecurity. While not focused on Katie specifically, she will help represent Gleaners’ mission, programs, and the meaningful ways individuals and businesses can support community hunger relief.
December 2, 2026
5:30p - 6:30p
Webinar - Zoom Link Sent Upon Registration
Virtual! Income & Spending: Social Security and Your Desired Spending Plan
Join us for Apps and Apps, a quarterly tech-tutorial series designed to help clients and team members explore useful digital tools. Each session spotlights a specific app or tech topic, offering hands-on guidance and dedicated Q&A time. Our December session will focus on Income & Spending Made Easy: Social Security & Spending Plan Tips. Since this month’s session is a webinar, feel free to grab a snack, your favorite appetizer, or even dinner and learn from the comfort of home!
December 15, 2026
12:30p - 1:00p
Webinar - Zoom Link Sent Upon Registration
Professional Exchange: Demystifying the Mortgage Process with Chris Terry & Erica Powers
Join Chris Terry, Producing Sales Manager at Flagstar Bank, and Erica Powers, Mortgage Loan Originator at First Merchants Bank, for an engaging Professional Exchange designed to make the home-financing process clearer, more approachable, and far less overwhelming. With more than 18 years of mortgage experience, Chris is known for his customer-service-driven approach and extensive knowledge of FHA, Conventional, VA, Rural Development, and renovation loan programs. His “under-promise and over-deliver” philosophy, Chairman’s Club recognition, and commitment to transparent communication make him a trusted resource for today’s homebuyers. Erica Powers brings a relationship-focused, personalized approach to lending. At First Merchants Bank, she works closely with buyers to identify the right financial solutions, guiding them confidently through purchasing, refinancing, and first-time buyer programs to ensure a smooth and informed mortgage experience.
Past Events
March 25, 2026
5:30p - 6:30p
Virtual Webinar!
Safeguard Your Legacy: Continuation Planning Essentials
Join us for an insightful session designed to help business owners plan for the future with confidence. This workshop will walk you through the core elements of business continuation planning—from business valuation to succession planning to the role of buy‑sell agreements. You’ll learn how to protect the enterprise you’ve worked so hard to build and explore options for a smooth transition of ownership in the event of retirement, disability, or death. Whether you’re a family‑owned business, partnership, or closely held company, this session will help you understand your options, avoid costly mistakes, and take meaningful steps toward preserving your business for the next generation. Perfect for business owners, partners, or anyone seeking clarity on long‑term business planning
March 17, 2026
12:30p - 1:00p
Webinar - Zoom Link Sent Upon Registration
Professional Exchange: Branding, Printing & Impactful Client Materials with Sandie Cortez
Join Sandie Cortez, Owner and Production Manager of First Impression Printing, for a behind‑the‑scenes look at how thoughtful print materials elevate branding, communication, and client engagement. With extensive experience producing high‑quality commercial print work, Sandie understands how businesses can differentiate themselves through intentional design and production.