October 2019
Webinar: 2019 Year-End Financial & Tax Strategies
Some things can’t wait until tomorrow. Review 2019’s most actionable financial and tax checklist. You can join the Webinar using the information below! Please click the link below to join the webinar: https://raymondjames.zoom.us/j/855391190 Webinar ID: 855 391 190
Find out more »Lunch & Learn: Financial Planning for Business Owners
Join us for local networking and a delicious lunch from Aubree's. Melissa Joy, CFP®, CDFA® Founder of Pearl Planning will present Financial Planning for Business Owners. Please RSVP to Alyssa Calhoun by 10/14/19: Alyssa@pearlplan.com or call our office at 734-274-6744
Find out more »November 2019
Webinar: You’ve Inherited, Now What?
Receiving an inheritance may seem like a windfall, but it comes with new decisions and, sometimes, emotional baggage. This is a guide to how to get started when you inherit different types of money and assets. You can join the Webinar using the information below! Please click the link below to join the webinar: https://raymondjames.zoom.us/j/322780863 Webinar ID: 322 780 863
Find out more »December 2019
Webinar: 52 Pearls Recap
December concludes the Pearl Planning "52 Pearls" project with actionable weekly financial advice. We'll recap the year and share our most popular reminders. Plus, stay tuned for a big reveal of the project wrap-up as well as the announcement of a new project for 2020! You can join the Webinar using the information below! Please click the link below to join the webinar: https://raymondjames.zoom.us/j/841125287 Webinar ID: 841 125 287
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