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September 2019

Webinar: The ABC’s of Social Security & Medicare

September 17, 2019 @ 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, 2019 @ 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, 2019 @ 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, 2019 @ 8:00 am - 5:00 pm
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Monument Park Trick or Treating: Hosted by Dexter Chamber of Commerce

October 31, 2019 @ 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, 2019 @ 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, 2019 @ 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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Small Town Holiday Parade

December 14, 2019 @ 6:00 pm - 7:00 pm

Small Town Holiday Parade is in the heart of Downtown Dexter, MI and hosted by Dexter Daze! The parade will start at Inverness/Dexter Ann Arbor Rd and run through downtown Dexter. The Pearl Planning team is very excited to participate in this year’s 2nd annual parade!

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Webinar: 52 Pearls Recap

December 17, 2019 @ 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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January 2020

Grosse Pointe Ribbon Cutting

January 14 @ 12:00 pm - 12:30 pm

The Grosse Pointe Chamber of Commerce and the Mayor of Grosse Pointe will be joining the Pearl Planning team at 81 Kercheval Avenue, Suite 302 for an official ribbon cutting ceremony. We are so excited to have a location on the hill and expanding our presence in Metro Detroit.

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