Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Events
Free Financial Literacy Workshops & More
While we are familiar with the tax provisions of the issues that will be presented, Pearl Planning is not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor.
Webinar for Divorce Attorneys: How Pearl Planning Can Assist Clients with Completing the Financial Disclosure Form and QDRO Intake Paperwork
When: Tuesday, September 27, 2022 / 10:00 AM - 10:30 AM
What: At Pearl Planning, we applaud Michigan for (finally) requiring divorcing clients to complete a financial disclosure form. However, despite the added transparency this provides and the easier it makes our job, we realize this creates an extra layer of stress for family law attorneys.
In this informative webinar, Jacki Roessler, Certified Divorce Financial Analyst®, Melissa Fradenburg, CDFA®, and Melissa Joy, CFP®, CDFA®, Founder of Pearl Planning, show you (over zoom screen share) how we partner with attorneys to that this off their plate.
Where: REGISTER HERE
While we are familiar with the tax provisions of the issues that will be presented, Pearl Planning is not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor.
Webinar: Fall Economic Update and Investment Outlook
When: Wednesday, October 5, 2022 / 11:00 AM - 11:30 AM
What: Melissa Joy CFP®, Hannah Near CFP®, Alexa Kane CFP®, Melissa Fradenburg CDFA® and Jay Fradenburg, Pearl Planning financial advisors, will update you on the economy and how to invest from here.
This webinar will cover:
- The economy
- Inflation
- Geopolitical concerns
- Midterm elections
- Where to invest from here
Where: REGISTER HERE
While we are familiar with the tax provisions of the issues that will be presented, Pearl Planning is not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor.
Webinar: Why You Need Pension Review Before the Divorce is Final in Every Case
When: Friday, October 21, 2022 / 10:00 AM - 11:00 AM
What: Why should attorneys involve a Certified Divorce Financial Analyst® to evaluate the pension before the divorce is over? Have you ever had a case that blew up after the Judgment was entered because a plan you agreed to divide was indivisible? Are there pros and cons related to equalizing all 401k/IRA accounts as of a certain date versus dividing each one individually? Do you ever have questions about how the State of Michigan, Civil Service and Military plans work? Let Jacki Roessler, Certified Divorce Financial Analyst®, show you how to protect yourself and leave the guesswork out.
Where: REGISTER HERE
Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634 I Melissa.Fradenburg@pearlplan.com
Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744 I melissa@pearlplan.com
Pearl Planning Birmingham
600 S Adams Road, Suite 300
Birmingham, MI 48009
248.795.1133 ext. 407 I jacki@pearlplan.com
Pearl Planning Charlevoix
201 State Street, Suite D
Charlevoix, MI 49720
989.262.0100 I hannah@pearlplan.com
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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