We understand that individuals face unique challenges as they prepare for retirement or are already in retirement. We can help take the mystery and uncertainty out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings or estate protection, our personalized service focuses on your needs, wants, and financial goals. We view this as an educational process – not a selling event. For that purpose, we continually hold many types of educational classes and one-on-one strategy sessions.
More events are on the way! Check back soon for more information.
August 17, 2019 9:00a - 1:00p Eastern Standard Time
Alliance Financial Group will be hosting “The Changing World of Retirement” class at Cleary University in Howell at the Johnson Center (Room 7) on August 17th! The class will be held from 9am to 1pm. Continental breakfast and a light lunch will be served! From maximizing your Social Security to healthcare in retirement, this class will cover it. You will receive a two-volume set of workbooks, one for part one and one for part two of the course. These materials are yours to keep. WHO SHOULD ATTEND THIS COURSE? Regardless of your stage in the process, you’ll learn powerful strategies that will help you build and preserve wealth in volatile times and ensure you do not run out of money in retirement. This course is designed to help you assess your current financial position, then create a personalized road map that helps you achieve your retirement goals. Please call our office to register at (810) 232-2300, seating is limited!
June 20, 2019 6:00p - 9:00p Eastern Standard Time
Ciao Amici's Restaurant
YOUR INVITED! Your guest is your ticket. Planning Techniques Being Discussed: How to retire at a 0% tax bracket. Market volatility: How do you help protect your retirement from another downturn? Will you outlive your retirement savings? (3 out of 5 today's retirees will) Retirement income - Are you benefiting from the latest strategies? The missing estate plan - Passing on your IRA's, 401Ks and other retirement accounts.
April 11, 2019 6:00p - 9:00p Eastern Standard Time
Planning Techniques Being Discussed: Market Volatility, Outlive your Retirement Savings, Passing on your Legacy, and How to Reduce or Eliminate Taxes on your Social Security and Investments.