Events

Identity Theft and Cyber Security Event … Save the Date - Thursday, September 26, 2019!

Identity Theft
 

 

We invite you to join us for an informational and entertaining presentation on Identity Theft and Cyber Security. Learn how to protect yourself and your loved ones. Our event will kick off with appetizers starting at 5:30 p.m. We look forward to sharing this event with you and your guest.

Our keynote speaker is Jeff Lanza, retired FBI Special Agent. He served as chief of internal security and head spokesman for the FBI’s Kansas City region. He has learned the tricks of the criminal mind, uses real-life FBI cases to inform, entertain, and keep people safe in a world of new and emerging threats. He has appeared on CNBC, Fox News, The Today Show, and more. As an FBI agent for more than 20 years, he investigated corruption, fraud, cybercrime, and organized crime.

Stayed tuned for registration information.


 

Binder Park Zoo BBQ - Saturday, August 10, 2019

 

Bring your family and friends and join us for a BBQ at Binder Park Zoo in Battle Creek!

We will be in the “Pine” picnic area from 11 a.m. to 2 p.m.

Join us for lunch - grilled burgers and hotdogs by Chef Mark.

Then you can meet the new painted pups when you tour the zoo.

Please register with Sarah by Friday, August 2, 2019

ONLINE REGISTRATION FORM

269.218.2100 or [email protected]

Painted Dogs
 

 

 


 

Ask a Lawyer - Estate Planning Clinics

Estate Planning
 

 

Have questions about your current estate planning or how estate planning may be beneficial to you?  We are partnering with Ryan Conboy, an attorney with Kreis, Enderle, Hudgins, and Borsos, for an estate planning legal clinic. Ryan will be holding six 30-minute appointments between 9:00 am and 12:00 pm to discuss your estate planning questions and needs. There is no charge or further obligation to you.

Estate planning and legal services provided by Kreis, Enderle, Hudgins, and Borsos. Kreis, Enderle, Hudgins, and Borsos, Allegiant Wealth Strategies, and Commonwealth Financial Network® are separate and unrelated entities.

Saturday, March 23, 2019 - Portage

The Portage clinics will take place at our office at 1624 West Centre Avenue. To request an appointment time, please contact Sarah at Allegiant Wealth Strategies at (269) 218-2100 or [email protected]

Saturday, April 27, 2019 - Battle Creek

The Battle Creek clinics will take place at our Allegiant Wealth Strategies office at 927 West Columbia Avenue. To request an appointment time, please contact Sarah at Allegiant Wealth Strategies at (269) 218-2100 or sherwic[email protected]


 

ARE YOU PUZZLED BY MEDICARE?

JOIN US AT ONE OF OUR MEDICARE EVENTS - MARCH 5 and 6

Medicare Event
 

 

 

Although health care is one of the biggest expenses for retirees, the cost may be greatly underestimated. Some may even believe that Medicare will cover most of their health care needs—when the financial reality is far different. Make health care a critical part of your retirement income plan.

You will be able to gain a better understanding of:

  • Your Medicare options
  • What it covers and what it costs
  • Have you saved enough?
  • Our team can help you solve this puzzle

BRING A FRIEND AND JOIN US AT ONE OF OUR MEDICARE EVENTS

Tuesday, March 5, in Battle Creek

  • Squirrel Hallow Golf Club, 12111 Helmer Road S., Battle Creek

Wednesday, March 6, in Kalamazoo

  • Four Points by Sheraton, 3600 Cork Street Ct., Kalamazoo

Appetizers - 5:30 p.m. | Presentation and Q&A - 6:00 p.m.

 

RSVP

Register Now

For questions or more information, please contact the team at (269) 218-2100.

E-mail Sarah at [email protected].