Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
June 10, 2021
6:00p - 7:00p
VIA WEBINAR
Estate Planning 101 - June 10
Join us for an introductory workshop to estate planning where our guest speaker will cover: - Recent estate tax law changes and those on the horizon - The basic components of an estate plan, including: Wills, Living Trusts and Powers of Attorney - Advanced estate planning techniques
June 10, 2021
9:30a - 10:30a
VIA WEBINAR
1 Hour to Savvy Cybersecurity: 10 Threats Every Person and Business Faces—and How to Fight Them Now
Data breaches, computer hacks, phishing, and more. Identity theft is one of the fastest growing crimes. Learn the top ten tactics used by fraudsters and the ways you can protect yourself, your family, your clients, and your business today. This one-hour workshop will acquaint CPAs, attorneys, and other professionals with cybersecurity principles designed to stop the most common cybersecurity threats. CPAs may earn up to one hour of CPE credit for attending this virtual educational presentation.
June 9, 2021
6:30p - 7:45p
VIA WEBINAR
Financial & Retirement Success Strategies - June 9
We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.
May 12, 2021
6:00p - 7:00p
VIA WEBINAR
Tips for First-Time Home Buyers - May 12
During this webinar, we will cover: -Reviewing your credit and its impact on purchasing a home -Loan types and how to qualify -Steps to take on your journey to home ownership
May 11, 2021
6:00p - 7:00p
VIA WEBINAR
Beyond Insurance - May 11
During this informational webinar, we will aim to answer the question we most commonly hear, including: • Where does insurance fit into financial planning? • What does “comprehensive” financial services entail? • How would a financial plan help me? • What makes your process unique?
May 4, 2021
6:30p - 7:45p
VIA WEBINAR
Financial & Retirement Success Strategies - May 4
We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.
April 22, 2021
6:00p - 7:00p
VIA WEBINAR
Property & Casualty Insurance 101 - April 22
Have you reviewed your homeowner’s insurance recently? There are many endorsements that may be available that you are not taking advantage of! It’s important to review your policy and these endorsements on a regular basis, including considering any new discounts that may be available.
April 7, 2021
6:30p - 7:45p
VIA WEBINAR
Financial & Retirement Success Strategies - April 7
We hope you can join us for a workshop designed to help you gain a greater understanding of the possibilities your future holds and how our team can help you get there.
March 23, 2021
6:00p - 7:00p
VIA WEBINAR
Protecting Yourself from Phishing Scams - March 23
IRS and Coronavirus-related phishing scams are on the rise! Join us for a timely webinar to learn what to look out for and how to protect yourself.
March 9, 2021
6:00p - 7:00p
VIA WEBINAR
March 3, 2021
6:30p - 7:45p
VIA WEBINAR
February 10, 2021
6:00p - 7:00p
VIA WEBINAR
February 3, 2021
6:30p - 7:45p
VIA WEBINAR
January 27, 2021
6:00p - 7:00p
VIA WEBINAR
January 14, 2021
6:30p - 7:45p
VIA WEBINAR
November 17, 2020
6:30p - 7:45p
VIA WEBINAR
October 14, 2020
6:30p - 7:45p
VIA WEBINAR
September 23, 2020
5:30p - 6:30p
VIA WEBINAR
September 16, 2020
6:30p - 7:45p
VIA WEBINAR
August 19, 2020
6:30p - 7:45p
VIA WEBINAR
July 28, 2020
9:30a - 10:30a
VIA WEBINAR
April 27, 2020
6:00p - 6:45p
Via Webinar
April 23, 2020
6:00p - 6:45p
Via Webinar
March 4, 2020
11:45a - 1:30p
Maggiano's Little Italy
Regulation Best Interest
The 4 Core Obligations & What They Mean for You and Your Practice Estate Planning: Best Practices and Current Strategies
October 24, 2019
8:30a - 12:00p
Walsh College - Novi
CPA CE Program 10/24
Attend a free educational event with a complimentary breakfast to gain insights from three top professional speakers about retirement and the Future of CPA Practice.
October 23, 2019
8:30a - 12:00p
Walsh College - Troy
CPA CE Program 10/23
Attend a free educational event with a complimentary breakfast to gain insights from three top professional speakers about retirement and the Future of CPA Practice.
July 24, 2019
10:00a - 11:00a
Register at: bit.ly/ideallinkedin
May 23, 2019
8:30a - 12:00p
Troy, MI
May 22, 2019
8:30a - 12:00p
Troy, MI