Spring Client Meeting - Petoskey, MI
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Spring Client Meeting - Petoskey, MI

Annual Spring Client Meeting

By Advance Capital Management

Date and time

Monday, April 28 · 11am - 2pm EDT

Location

Stafford's Perry Hotel

100 Lewis Street Petoskey, MI 49770

About this event

  • Event lasts 3 hours

Topics:

  • Economic & Market Update
  • Does a Roth Conversion Make Sense for You?
  • Financial Planning for Long-Term Care

Meeting begins promptly at 11:00 a.m., lunch to follow.

Friends and family members welcome.

Tags

Organized by

Advance Capital Management