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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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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! Please click the link below to join the webinar: https://raymondjames.zoom.us/j/908750110 Webinar ID: 908 750 110

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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

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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Monument Park Trick or Treating: Hosted by Dexter Chamber of Commerce

October 31 @ 9:00 am - 4:00 pm

The Pearl Planning team looks forward to our second Dexter community Trick or Treat. We’ll greet young children in our office between 9am and 1pm including preschoolers. Stop in at 8031 Main Street, Suite 302 on the 3rd floor of the Monument Park Building above Aubree’s. Then, the festivities are across Main Street from our office in Monument Park from 1pm – 4pm. Kids of all ages are welcome to stop by our table and say hi to the Pearl…

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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

Detroit Chamber Winds & Strings- Holiday Brass Concert

December 8 @ 3:00 pm - 5:00 pm
St. John’s Episcopal Church, 2326 Woodward Ave
Detroit, MI 48201 United States
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We're excited to be sponsoring the Detroit Chamber Winds annual Holiday Brass concert this December in Detroit! We have a group of tickets for clients and would love for you to join us! Mark your calendars. Please email alyssa@pearlplan.com by Monday, December 2nd to reserve your tickets!  Tickets will be available for pickup at the event.  There will be a small reception for Pearl Planning guests before the show starting at 2:15pm.

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