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August 2019

Pearl Planning Turns One!

August 20 @ 5:00 pm - 6:30 pm
Pearl Planning, 8031 Main St Suite 302
Dexter, MI 48130 United States
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Free

Please join us as we celebrate Pearl Planning's 1st Anniversary! RSVP to alyssa@pearlplan.com by Friday, August 16th.  We hope you can celebrate with us!

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September 2019

Webinar: The ABC’s of Social Security & Medicare

September 17 @ 11:00 am - 11:30 am

Your decisions about Social Security and Medicare should not be on auto-pilot. This informative webinar will tackle popular Social Security topics including claiming strategies and the age-old question or will Social Security be there when I retire. We'll also review the most topical Medicare topics for 2019 right before open enrollment. You can join the Webinar using the information below! Join Zoom Meeting https://zoom.us/j/712163958 Meeting ID: 712 163 958

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October 2019

Webinar: 2019 Year-End Financial & Tax Strategies

October 15 @ 11:00 am - 11:30 am

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!   Join Zoom Meeting https://zoom.us/j/270725222 Meeting ID: 270 725 222

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WXW Annual Forum

October 30 @ 8:00 am - 5:00 pm
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November 2019

Webinar: You’ve Inherited, Now What?

November 12 @ 11:00 am - 11:30 am

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! Join Zoom Meeting https://zoom.us/j/194459272 Meeting ID: 194 459 272

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December 2019

Webinar: 52 Pearls Recap

December 17 @ 11:00 am - 11:30 am

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! Join Zoom Meeting https://zoom.us/j/816133066 Meeting ID: 816 133 066

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