| Date | Event Topic | Location | Additional Info |
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| 9-27-2011 | 13 Wealth Management Issues | Troy, MI | (Click Here) |
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| 5-26-2011 | Integrated Wealth Tax Strategies | Beechwood, OH | (Click Here) |
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| 5-25-2011 | Integrated Wealth Tax Strategies | WestLake, OH | (Click Here) |
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| 5-11-2011 | Advanced Plan Design for Retirement Rescue | Troy, MI | (Click Here) |
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| 5-10-2011 | Advanced Plan Design for Retirement Rescue | Troy, MI | (Click Here) |
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| 4-28-2011 | Integrated Wealth Tax Strategies | WestLake, OH | (Click Here) |
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| 4-27-2011 | Integrated Wealth Tax Strategies | Beechwood, OH | (Click Here) |
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| 4-13-2011 | Alternative Investments | Grand Rapids, MI | (Click Here) |
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| 4-12-2011 | Integrated Wealth Tax Strategies | Troy, MI | ( Click Here ) |
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| 4-5-2011 | "Retirement Plan Options for the Self Employed" | Ann Arbor, MI | ( Click Here ) |
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| 3-31-2011 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility" | Westlake, OH | |
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| 3-30-2011 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility" | Beechwood, OH | |
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| 3-16-2011 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility" | Troy, MI | (Click Here) |
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| 3-15-2011 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility" | Troy, MI | ( Click Here ) |
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11-11-2010 | Does Your Retirement Plan need a Check-up? Learn advanced plan design strategies to provide maximum potential and tax advantage strategies | WestLake, OH | (Click Here) |
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| 11-10-2010 | Alternative Investment Strategies | Grand Rapids, MI | (Click Here) |
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| 11-4-2010 | Alternative Investment Strategies | Troy, MI | (Click Here) |
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| 11-3-2010 | Does Your Retirement Plan need a Check-up? Learn advanced plan design strategies to provide maximum potential and tax advantage strategies | Ann Arbor, MI | (Click here) |
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| 10-14-2010 | How Diversified is Your Portfolio? "Learn New Portfolio Allocation Strategies Today's Evolving Market" | Troy, MI | (Click Here) |
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| 9-29-2010 | Portfolio Rescue in a Volitale Market | Troy,MI | (Click Here) |
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| 9-14-2010 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility" | Cleveland,OH | (Clickhere) |
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| 4-29-2010 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility" | Grand Rapids, MI | (Click Here) |
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| 4-28-2010 | Retirement Plan Options for the Self Employed" | Troy, MI | (Click Here) |
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| 4-27-2010 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility | Troy, MI | (Click Here) |
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| 3-24-2010 | "Did you know as a Plan Sponsor you have a Fiduciary Responsibility | Troy, MI | (Click Here) |
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| 3-31-2010 | Access to Opportunity Briefing Series Letter | Troy, MI | (Click Here) |
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| 3-03-2010 | Integrated Financial Planning Exclusively for Doctors | Vero Beach, FL | (Click here) |
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| 3-02-2010 | Integrated Financial Planning Exclusively for Doctors | Cocoa, FL | (Click here) |
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| 2-25-2010 | Integrated Financial Planning Exclusively for Doctors | Kalamazoo, MI | (Click Here) |
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| 11/13/09 | Case Studies in Rebuilding Retirement Plan Assets | Lansing, MI | (Click Here) |
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| 11/12/09 | Making Defined Contribution Plans More Effective | Troy, MI | |
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| 11/12/09 | Case Studies in Rebuilding Retirement Plan Assets | Troy, MI | (Click Here) |
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| 9/30/09 | Investing in Non-Traded REITS | Cocoa Beach, FL | (Click Here) |
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| 4/29/09 | Integrated Financial Planning for Private Practice Doctors | Lansing,MI | (Click Here) |
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| 4/28/09 | Integrated Financial Planning for Private Practice Doctors | Lansing,MI | (Click Here) |
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