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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! Please click the link below to join the webinar: https://raymondjames.zoom.us/j/855391190 Webinar ID: 855 391 190

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Lunch & Learn: Financial Planning for Business Owners

October 16 @ 12:00 pm - 1:00 pm
Aubree’s, 8031 Main St. Suite 101
Dexter, MI 48130 United States
Free

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

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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! Please click the link below to join the webinar: https://raymondjames.zoom.us/j/322780863 Webinar ID: 322 780 863

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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! Please click the link below to join the webinar: https://raymondjames.zoom.us/j/841125287 Webinar ID: 841 125 287

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