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May 2019

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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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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