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JANUARY |
19 - "Survival of the Right" - Educational Event - Townsend Hotel, Birmingham
Kick off 2010 with this special educational program designed to help you keep your hard-earned money! Featured speakers include the Honorable L. Brooks Patterson, senior economist David Littmann and Jalbert Financial’s founder, Russell Jalbert, CFP®.
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MARCH |
2, 4, 9 - "To Roth, or Not to Roth" - Workshop - Andiamo, Bloomfield Township
Don’t jump over the cliff before knowing what’s at the bottom. This seminar will discuss the tax aspects of Roth Conversions and help you discover the principles of better investment choices.
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APRIL |
27 - "Your Retirement Plan Deserves A Second Opinion" - Educational Seminar - Maggiano, Troy
29 - "Your Retirement Plan Deserves A Second Opinion" - Educational Seminar - Andiamo, Warren
Come and learn the six major concerns pointing towards an economic meltdown, why traditional planning tools are failing investors and what you can do to protect your future. Doesn't your retirement plan deserve a second opinion?
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MAY |
21 - "Ultimate Golf Tune Up" - Oakhurst Golf & Country Club, Clarkston
Back by popular demand... PGA tour professional, Dan "Pohlcat" Pohl! If you are close to retirement and concerned about future market losses, Jalbert Financial can help. Join us at the Ultimate Golf Tune Up with your best swing and questions! |
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JUNE |
10, 16, 22 - "Your Retirement Plan Deserves A Second Opinion" - Educational Seminar - Flemings, Livonia
Come and learn the six major concerns pointing towards an economic meltdown, why traditional planning tools are failing investors and what you can do to protect your future. Doesn't your retirement plan deserve a second opinion? |
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JULY |
20, 22 - "Your Retirement Plan Deserves A Second Opinion" - Educational Seminar - Maggiano’s, Troy
Learn the correct answers to these critical questions: Is your current financial path leading you to the right retirement destination? Why is NOT losing money more important than making money? How can you stay rich for life? Why does real power come from informed decision making? What is the truth about annuities? |
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AUGUST |
24, 26 - "Your Retirement Plan Deserves A Second Opinion" - Educational Seminar - Flemings, Livonia
Learn the correct answers to these critical questions: Is your current financial path leading you to the right retirement destination? Why is NOT losing money more important than making money? How can you stay rich for life? Why does real power come from informed decision making? What is the truth about annuities? |
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SEPTEMBER |
28 - "Your Retirement Safe Harbor " - Educational Seminar - Maggianos, Troy
30 - "Your Retirement Safe Habor" - Educational Seminar - Flemings, Livonia
Learn the correct answers to these critical questions: Is your current financial path leading you to the right retirement destination? Why is NOT losing money more important than making money? How can you stay rich for life? Why does real power come from informed decision making? Is there such a thing as a safe investment?
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OCTOBER |
19, 21 - "What If Everything You Know About Retirement Investing Is Wrong?" - Educational Event - Embassy Suites, Livonia
Special educational program designed to help you keep your hard-earned money! Featured speaker is senior economist David Littmann with the Mackinac Center for Public Policy, a research and educational institute headquartered in Midland, MI. |
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2011 |
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MAY |
TBD - Ed Slott, "Mr. IRA" - Educational Event - Townsend Hotel, Birmingham
Ed Slott, best-selling author of Stay Rich for Life!: Growing & Protecting Your Money in Turbulent Times and celebrated IRA expert, reveals how to take control of your retirement planning. |
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