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March 2019

International Women’s Day Celebration

March 8 @ 4:30 pm - 6:30 pm
The Standard Bistro & Larder, 5827 Jackson Rd
Ann Arbor, MI 48103
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Celebrate International Women's Day on March 8th with an evening of networking, friendship, and conversation.  Join the Pearl Planning team for cocktails and a bite to eat plus lots of fun from 4:30-6:30pm. Please sign up using the link.

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Retirement Planning Webinar: Living the Next Phase of Life on Purpose

March 12 @ 11:00 am - 12:00 pm

You may have all your retirement numbers figured out, but do you know what you’ll do and who you’ll be in retirement? Pearl Planning will share a conversation with special guest, Jim Craft. Jim shares how you can vision and imagine a successful, gratifying retirement with a combination of committed activity, rest and relaxation, autonomy, and variety. It’s all about balance and intention. This free education presentation is ideal for you if you’re planning to retire within the next decade…

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May 2019

Webinar: Tackling the College Savings Challenge

May 14 @ 11:00 am - 12:00 pm

Did you know that May 29th is 529 Day? That’s an easy reminder to get your kids’ college savings on track. To help you along the way, we have an update on the most effective ways to save for college, trends in college costs, and some quick tips to teach your kids about finance and economics. Join us for the Pearl Planning May Webinar. Sign up using this link!

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Memorial Day Parade

May 27 @ 10:00 am - 11:00 am

Join us for Dexter's Memorial Day Parade! Pearl Planning will be a part of it, so be sure to keep your eye out. We hope to see you there!

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June 2019

Peony Garden- Coffee & Conversation

June 7 @ 9:00 am - 10:00 am
Nichols Arboretum, 1610 Washington Heights
Ann Arbor, MI 48104 United States

Have you ever seen the Peonies at the Nichols Arboretum in full bloom? It's a MUST! Join us for bagels, coffee, and friendly conversation while taking in the views!

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Webinar: Tax Aware Investment Strategies

June 11 @ 11:00 am - 11:30 am

No one wants to pay extra taxes. Different investment strategies can make a big difference in tax costs. We'll cover the differences of tax costs by investment, electing an appropriate cost basis method, the ins and outs of tax loss harvesting. We'll also touch on the tax costs associated with retirement distributions and the pros and cons of Roth assets. You can sign up HERE. **REQUIRED DISCLOSURE** RJFS does not provide tax advice. You should discuss any tax or legal…

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July 2019

Webinar: Money Conversations with Kids

July 16 @ 11:00 am - 11:30 am

When it comes to financial literacy, most Americans have a lot to learn. It's helpful to start young by introducing kids to money concepts and hands-on exposure to financial decisions. We'll discuss age-appropriate activities and helpful advice to take this meaty topic on as a family. You can sign up HERE.

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August 2019

Dexter Daze

August 9 - August 10
|Recurring Event (See all)

One event on August 10, 2019 at 12:00am


You won't want to miss this one! Dexter Daze is a family friendly favorite that brings people from all over! This two day event has everything from vendor booths, face painting, live music, and a kid zone complete with bounce houses! BONUS-you will find the Pearl Planning Team at our booth in town.

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Webinar: When Tragedy Strikes: A Widows Guide to Financial Decisions

August 13 @ 11:00 am - 11:30 am

Some of the biggest financial decisions happen at moments intertwined with tragedy. This informative webinar addresses money decisions but also shares important strategies that touch on grief and prioritization using Sudden Money techniques pioneered by Susan Bradley. This presentation is appropriate for those experiencing loss firsthand as well as those close to them. You can join the Webinar using the information below. Join Zoom Meeting https://zoom.us/j/554922958 Meeting ID: 554 922 958   **REQUIRED DISCLOSURE** Raymond James is not affiliated with…

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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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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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