Events

During educational events, masks, temperature reading, and social distancing will be observed.

As always, our team is here to help and serve.

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.

 

Upcoming Events

Changing World of Retirement Course

January 31, 2023 6:00p - 9:00p Eastern Standard Time

Cleary University - Cleary Commons

Past Events

Changing World of Retirement Course

January 26, 2023 6:00p - 9:00p Eastern Standard Time

Cleary University - Cleary Commons

Changing World of Retirement Course

October 11, 2022 6:00p - 9:00p Eastern Standard Time

Mott Community College - Southern Lakes Branch

Changing World of Retirement Course

October 6, 2022 6:00p - 9:00p Eastern Standard Time

Mott Community College - Southern Lakes Branch

Changing World of Retirement Course

September 13, 2022 6:00p - 9:00p Eastern Standard Time

Rochester University

Changing World of Retirement Course

September 8, 2022 6:00p - 9:00p Eastern Standard Time

Rochester University

Changing World of Retirement Course

April 26, 2022 6:00p - 9:00p Eastern Standard Time

Cleary University - Cleary Commons

Changing World of Retirement Course (FULL)

April 21, 2022 6:00p - 9:00p Eastern Standard Time

Cleary University - Cleary Commons

Changing World of Retirement Course

February 1, 2022 6:00p - 9:00p Eastern Standard Time

Mott Community College - Lapeer Branch

Changing World of Retirement Course

January 27, 2022 6:00p - 9:00p Eastern Standard Time

Mott Community College - Lapeer Branch

Changing World of Retirement Course - FULL

October 26, 2021 6:00p - 9:00p Eastern Standard Time

Mott Community College - Southern Lake Branch

Changing World of Retirement Course

October 21 - October 28, 2021 6:00p - 9:00p Eastern Standard Time

Mott Community College - Southern Lake Branch

Changing World of Retirement Course

September 14 - September 21, 2021 6:00p - 9:00p Eastern Standard Time

The University Center

Changing World of Retirement Course

September 9 - September 16, 2021 6:00p - 9:00p Eastern Standard Time

The University Center

Holly Hotel Dinner

August 17, 2021 6:00p - 9:00p Eastern Standard Time

Holly Hotel

Holly Hotel Dinner

August 10, 2021 6:00p - 9:00p Eastern Standard Time

Holly Hotel

Changing World of Retirement Course

June 10 - June 17, 2021 6:00p - 9:00p Eastern Standard Time

Lapeer County Education and Technology Center

Retirement Course registration by email at kris@afgconsultants.com or by phone at (810) 232-2300. Course consists of 2 3-hour classes on Tuesday or Thursday. June 10th & 17th (Thursday 6-9pm) June 15th & 22nd (Tuesday 6-9pm)

The Changing World of Retirement

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!

A Dinner Date on Us!

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.

Holly Hotel Dinner

April 11, 2019 6:00p - 9:00p Eastern Standard Time

Holly Hotel

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.

Event Registration




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